49 results for Sales Support in Line Lexington, PA

Sales Support Specialist We are seeking a Sales Support Specialist to join our client's team in the Cranbury, New Jersey area. As a Sales Support Specialist, your role will revolve around providing efficient and accurate support to our sales team and liaising with suppliers and brokers. Responsibilities:• Ensure accurate and efficient communication with suppliers and brokers via WhatsApp• Conduct detailed spreadsheet reporting to ensure all data is up-to-date and accurate• Create and manage purchase orders, inputting all relevant data into our spreadsheet system• Utilize Excel and WhatsApp systems to perform tasks and maintain records• Provide comprehensive support to the sales team, assisting with any inquiries and issues • Implement and manage a detailed and effective customer credit processing system• Maintain and monitor customer accounts, taking appropriate action when required• Ensure the maintenance of accurate customer credit records.

Account Executive The Account Executive will be responsible for managing client relationships, developing new business opportunities, and driving/managing the sales cycle. This role will consist of generating sales leads, maintaining client relationships, providing sales strategies, speaking on product knowledge, meeting and/or exceeding sales targets and revenues, and assist with executive orders. The ideal Account/Customer Service Executive will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries. Responsibilities:• Oversee the entire sales process, from the initial consultative sales approach to closing the deal• Identify and capitalize on new sales opportunities through various networking activities• Present our product offerings to potential clients in a compelling manner• Prepare and deliver accurate quotes to prospective clients• Follow up with customers to ensure their satisfaction and address any concerns• Provide exceptional after-sales support to foster customer loyalty• Maintain regular contact with key clients to build strong, lasting relationships• Address and resolve customer complaints effectively, aiming to maintain customer satisfaction and uphold the company's reputation• Use CRM tools to manage customer relationships and sales activities effectively• Utilize your account reconciliation skills to ensure accurate billing and invoice processing.

Account Representative Are you a results-driven professional with a passion for building meaningful relationships and delivering exceptional service to clients in the health care industry? Robert Half is seeking a dynamic Account Representative to join a local health care team. In this role, you will connect with health care professionals and organizations, providing tailored solutions that support their evolving needs. Key Responsibilities:<ul><li>Cultivate and maintain positive relationships with existing and potential health care clients, including providers, clinics, hospitals, and other industry stakeholders.</li><li>Serve as the primary point of contact for your assigned accounts, addressing client questions, resolving issues, and ensuring overall satisfaction.</li><li>Proactively identify new growth opportunities within the health care sector, promote our services, and expand the client base.</li><li>Achieve or exceed designated sales quotas by offering solutions tailored to client needs, negotiating contracts, and closing deals.</li><li>Stay up-to-date on industry trends, regulations, and competitive offerings to continuously position the company as a valued partner in the health care space.</li><li>Partner with internal teams, including marketing and operations, to ensure seamless client onboarding and service delivery.</li></ul>

Trade Support Analyst Job Overview:We are seeking a detail-oriented and proactive Trade Support Analyst to join our financial services team in Delaware. In this position, you will play a critical role in ensuring seamless operation of trade execution and post-trade processes. The ideal candidate thrives in a fast-paced environment, possesses strong analytical skills, and demonstrates a high level of professionalism when managing client and internal communications. Key Responsibilities:Trade Execution and Support:<ul><li>Monitor and support the execution, confirmation, and settlement of trades across multiple asset classes.</li><li>Ensure all trade-related details are accurately processed in a timely manner to mitigate any risks or discrepancies.</li></ul>Troubleshooting and Issue Resolution:<ul><li>Investigate and promptly resolve trade breaks, discrepancies, or system issues.</li><li>Work closely with brokers, counterparties, and internal teams to identify root causes and prevent future issues.</li></ul>Operational Oversight:<ul><li>Maintain the integrity and reliability of trading platforms by running daily trade reconciliations and system checks.</li><li>Address and resolve queries related to trade entries, reconciliations, and settlements.</li></ul>Process Improvement:<ul><li>Identify opportunities to streamline and optimize workflows, tools, and processes to improve operational efficiency.</li><li>Provide input into developing automated solutions to reduce manual dependencies.</li></ul>Regulatory and Compliance:<ul><li>Assist in ensuring team operations align with applicable financial regulations and internal compliance standards.</li><li>Support regulatory reporting and audits related to trade operations.</li></ul>Communication and Collaboration:<ul><li>Liaise with front office teams (e.g., Traders, Sales), middle office, IT teams, and external stakeholders to support and enhance the trade lifecycle.</li><li>Prepare regular reports and documentation for management review.</li></ul>

Project Manager We are searching for a Project Manager/Sr. Consultant in the Paper/Packaging industry at our FORT WASHINGTON, Pennsylvania office. This role revolves around leading and successfully completing customer projects, assisting in the development of presentations and proposals, driving internal efficiency improvements, and mentoring other team members. Responsibilities: • Lead the creation and ongoing management of project plans, ensuring proactive communication with team members regarding upcoming activities and milestones. • Execute project activities in accordance with implementation methodology. • Lead and facilitate project meetings effectively. • Manage the project issue log and drive each issue to completion including follow-up with designated owner, establishment of plan to resolve, and confirming with key project personnel that resolution is acceptable. • Conduct status reporting and client invoicing. • Lead and/or assist in the development of presentations and proposals for customers and/or internal stakeholders. • Drive improvements across the organization with the objective of increasing efficiencies internally and improving our ability to service our customers. • Support organizational initiatives including sales cycle support, practice aid development, and improving operating procedures. • Maintain an extensive understanding of the capabilities and functionality of our solutions and familiarity with the industries our solutions support. • Mentor and support other team members to improve their skillsets and ability to successfully implement our solutions. • Utilize skills such as Atlassian Jira, Cloud Technologies, CRM, Database, EO/IR systems, About Time, AB Testing, Budget Processes, Deliverable, Design.

Accounts Receivable Clerk We are offering a long-term contract employment opportunity for an Accounts Receivable Clerk in New Castle, Delaware. The role is based onsite and involves handling customer payments, resolving account discrepancies, and maintaining customer records in the Sapphire system. You will be working closely with various teams including retailers, sales, warehouse drivers, customer service, and the National Call Center. Responsibilities: • Handle customer payments, ensuring they are posted accurately and in a timely manner. • Use the Sapphire system to maintain precise records of all communication related to accounts. • Collaborate with the sales team and retailers to collect outstanding balances. • Research and reconcile any discrepancies in customer accounts. • Communicate with customers about account issues when necessary. • Distribute monthly statements to specific accounts via email. • Work independently as well as part of a team, maintaining good working relationships. • Ensure the highest standard of customer service. • Handle a high volume of calls from customers and drivers effectively and accurately. • Problem-solve under pressure and meet tight deadlines. • Escalate situations to the Accounts Receivable Manager as needed.

Salesforce Architect We are seeking a Salesforce Architect to join our team. Located in Wyomissing, Pennsylvania, this position offers a contract to permanent employment opportunity. The role involves designing and implementing solutions on platforms and managing the associated technical architecture. It also requires the development and customization of platforms using various tools and technologies, stakeholder engagement, maintenance and support, and project management within the banking industry. Responsibilities: • Facilitate the design and implementation of high-quality solutions on various platforms. • Undertake the development and customization of platforms utilizing Vlocity, Apex, Visualforce, and nCino’s specific tools. • Engage with stakeholders to define system requirements and customize solutions accordingly. • Manage and support ongoing requests and administrative needs of users. • Lead projects from inception to closure, ensuring all deliverables meet quality standards on time and within budget. • Implement automation processes to streamline banking operations. • Conduct data migration and integration activities between existing systems and platforms. • Develop interactive dashboards and integrate data using best practices. • Regularly audit the systems to ensure secure and optimal performance. • Provide technical guidance and training to other team members and stakeholders.

Revenue Accountant Responsibilities: • Assist in the development of new or modified commercial offerings and commission plans.• Ensure adherence to all financial and accounting regulations along with internal policies and procedures.• Collaborate with US commercial teams to guarantee accurate revenue recognition for all customer orders, including invoicing.• Take responsibility for the calculation and recording of monthly US sales commissions.• Provide support in monthly budget to actual variance analysis for revenue, operating expenses, and capital expenses.• Support the quarterly review and annual audit conducted by the external auditing firm.• Manage all sales and use tax, franchise tax, and other tax-related filings with each applicable US jurisdiction.

Accounting Manager OnsiteSalary: $90,000 - $120,000/year A client of ours is currently hiring for Accounting Manager that will collaborate with strategic projects, process improvement and automation, in the mission to support experienced systems and processes, that supports growth and scalability, as a strong standalone Public Co. Key responsibilities will include the following:• Possess a thorough understanding of US GAAP/Non-GAAP compliance and other accounting regulations. Collaborate with the KPMG team to develop a consolidated Profit & Loss template.• Oversee and manage the general accounting functions, including, but not limited to: accounts payable, accounts receivable, general ledger, payroll, and taxes.• Execute financial closing tasks, including the preparation and review of journal entries, account reconciliations, and in-depth analyses.• Additionally, coordinate with the International Accounting team to manage and perform the monthly consolidation of financial statements.• Collaborate with the Sales team to review the commission process and provide support to the current commission manager.• Work closely with the Treasury team to forecast both short-term and long-term cash projections.Coordinate review and audit activities during quarterly and annual reviews to ensure timely, complete, and accurate responses to information requests.• Proactively support initiatives to implement operational accounting efficiencies through system and process improvements, and control enhancements. Understand internal controls and the implications of the Sarbanes-Oxley Act (SOX) when implementing changes.• Maintain close collaboration with the Finance team, including FP& A, Investor Relations, Tax & Treasury, and FinOps, to ensure alignment of accounting practices with both finance and business objectives.• Work with cross-functional teams to evaluate and optimize expenses, identify opportunities for cost reduction, and contribute to the development of cost-saving strategies.

Tax Manager We are seeking a Tax Manager to join our client's team in the Lawrenceville, New Jersey area. The Tax Manager will be responsible for preparing tax provisions, maintaining and developing our financial systems, and ensuring compliance with national and international tax laws. Responsibilities: • Prepare and handle tax provisions from scratch • Use accounting software systems to maintain accurate financial records • Provide expertise in national/multi-state tax regulations • Conduct internal audits to ensure compliance with tax laws • Utilize Accounting Functions, CCH ProSystem Fx, and CCH Sales Tax for financial management • Develop and manage the Annual Income Tax Provision • Assist in Entity Formation for various business ventures • Ensure compliance with IFRS and other international tax laws • Use ADP - Financial Services and CaseWare for financial services and auditing • Work with the team to improve and maintain financial systems.

Marketing Manager We are offering a long term contract employment opportunity for a Marketing Manager to work anywhere in the United States. This role involves managing customer advocacy projects and executing marketing initiatives that leverage satisfied customers. The successful candidate will collaborate with cross-functional teams, develop case studies, recruit new advocates, and manage our reference program. This position is 100% remote and can work any time zone hours. Responsibilities: • Developing compelling case studies that highlight the success stories of our customers, managing the entire case study creation process from ideation to publication. • Collaborating closely with Sales, Product Marketing, Content Marketing, Customer Success, and other departments to align customer advocacy initiatives with overall marketing and business goals. • Actively engaging with satisfied customers to secure participation in our advocates program and identifying customers who are willing to participate in advocacy activities, including webinars, speaking engagements, content collaboration, product feedback programs, testimonials, and references. • Managing the evolution of our customer reference program in close collaboration with our Sales team, identifying and nurturing customer relationships to create a pool of references available for sales and marketing activities. • Monitoring and reporting performance tracking, ensuring the effectiveness of marketing activities and optimization of customer advocacy projects. • Managing workload efficiently, handling multiple requests around a range of projects independently. • Utilizing technical skills, particularly in Salesforce, Excel and PowerPoint, to pull reports and move projects forward.

Quality Assurance Analyst We are offering a long-term contract employment opportunity for a Quality Assurance Analyst in the Financial Services industry, based in Philadelphia, Pennsylvania. You will be significantly involved in ensuring the quality of our Salesforce Financial Services Cloud, generating automated test scripts, and handling customer service in a fast-paced environment. Responsibilities: • Conduct quality assurance within the Salesforce Financial Services Cloud • Develop automated test scripts using TestComplete • Handle customer service inquiries and issues efficiently • Utilize Android Development, Atlassian Jira, and Jenkins in daily tasks • Participate in Agile Scrum meetings and contribute to the team's strategy • Perform AB Testing for product improvements • Carry out auditing tasks to ensure compliance with company standards • Utilize Salesforce Sales Cloud and Salesforce Platform for customer management • Work in a call center environment providing top-notch customer service • Monitor customer accounts and take necessary action based on account activities • Track and resolve bugs in the system using Bug Tracking tools • Participate in Integration Testing to ensure smooth operation of systems.

Customer Service Representative Are you passionate about delivering exceptional customer experiences? Robert Half is looking for a dedicated and customer-focused individual to join a local and growing organization as a Customer Service Representative. In this role, you’ll be the voice of the organization, helping to solve customer challenges, answer questions, and create meaningful interactions every day. If you enjoy problem-solving, thrive in a fast-paced environment, and love finding ways to go the extra mile, we’d love to hear from you! Responsibilities:<ul><li>Assist customers with inquiries regarding products, services, billing, or account management via phone, email, live chat, and/or in person.</li><li>Resolve issues efficiently by identifying customer needs, troubleshooting concerns, and providing thoughtful solutions.</li><li> Accurately maintain and update customer records, ensuring all information is documented and actionable in a timely manner.</li><li>Work closely with internal teams, including sales and technical support, to address complex customer concerns and escalate issues when necessary.</li><li>Go beyond solving problems—proactively offer solutions and insights to enhance the overall customer experience.</li></ul>

Staff Accountant We are seeking a detail-oriented Staff Accountant to join our team in the Wholesale Distribution - Dur Goods industry. As a Staff Accountant, your primary responsibility is to execute daily financial transactions, assist with accounts payable and receivable, and support month-end closing processes. This role plays a crucial part in ensuring the accuracy of financial records and compliance with internal and external standards. It provides a permanent employment opportunity. Responsibilities: • Assisting with the management of daily financial transactions • Processing vendor invoices and assisting with customer invoicing and collections • Performing daily bank and credit card reconciliations • Recording customer payments, vendor invoices, and journal entries and posting them to the ERP system • Assisting with the preparation of schedules and reconciliations for accounts receivable, accounts payable, and general ledger accounts • Handling standard accruals and reclassifications • Maintaining the fixed asset register, including depreciation postings • Reconciling payroll entries and reviewing employee expense reports • Supporting inventory adjustments and contributing to periodic inventory counts • Familiarity with sales tax reporting, including preparing and submitting filings, as well as gathering data for tax audits • Focusing on process improvements and troubleshooting ERP system issues • Maintaining organized financial documentation and supporting audit preparation.

Accounts Receivable Clerk We are offering a long-term contract employment opportunity for an Accounts Receivable Clerk in HARLEYSVILLE, Pennsylvania. The selected candidate will be part of a team in the service industry and will be expected to process customer rebates, manage returns, maintain customer records, and handle customer inquiries. Responsibilities: • Accurately process credits for customer returns• Maintain and update customer records in the system, using Sage Accounting Software• Handle customer pickups for authorized returns, coordinating with the FedEx team for tracking• Review and process paperwork related to defects, errors, shortages, and goodwill from the sales team• Manage the processing of quarterly rebates/credits for customers, ensuring the rebates calculated by the sales team are processed correctly• Enter Vendor Invoices into the system, ensuring accuracy in data entry and invoice processing• Track projects using Microsoft Excel, demonstrating intermediate level skills• Provide excellent customer service, resolving customer inquiries in a timely and effective manner• Perform returns, ensuring all RAs are entered into the system and FedEx PRP call tags are sent to customers.

Account Manager We are offering an exciting opportunity for an Account Manager to join our client's team in the Princeton, New Jersey area. As an Account Manager, you will oversee client accounts, ensuring customer satisfaction, and driving business growth. This position is crucial for maintaining long-term relationships with clients and identifying opportunities for additional sales or services. Responsibilities: • Oversee client accounts to ensure high levels of customer satisfaction.• Identify opportunities for additional sales or services to drive business growth.• Maintain strong customer service skills to build long-term relationships with clients.• Proactively manage client accounts to anticipate and meet client needs.• Utilize your skills in Account Management to enhance client relations and business growth.

Sr. Software Engineer We are offering an exciting opportunity for a Senior Software Engineer in King of Prussia, Pennsylvania. In this role, you will be a crucial part of our team, focusing on customer solutions while using your technical skills and passion for customer experience, product engineering, and data/systems analysis. You will be responsible for building and maintaining tools, monitoring production systems, automating processes, creating customer-requested features and addressing customer-reported issues. Responsibilities: • Develop and maintain tools to enhance operational efficiency across Customer Success, Pre-Sales, Post-Sales, and Engineering departments. • Proactively monitor production systems to identify potential issues in advance. • Provide actionable insights through comprehensive data analysis to support decision-making processes. • Address and resolve issues reported by customers efficiently. • Construct smaller customer-requested features to enhance user experience. • Support the Customer Success and Engineering teams in overcoming challenges. • Stay up-to-date with emerging technologies and industry best practices, continuously learning and adapting.

Customer Support Manager We are in search of a Customer Support Manager to join our team in UPPER CHICHESTER, Pennsylvania. The role entails overseeing customer service operations, ensuring customer satisfaction, and maintaining a high-quality support team. The successful candidate will be expected to manage customer inquiries, monitor performance, and continuously improve our customer service procedures. Responsibilities: • Supervise the daily operations of the customer support team to ensure efficiency and customer satisfaction. • Train new team members on our customer service policies and best practices. • Maintain open lines of communication, acting as the escalation point for complex customer inquiries or complaints. • Regularly review customer interactions for quality assurance and identify areas for improvement. • Keep the team updated on changes to company products and services. • Develop and maintain knowledge-based documents, such as frequently asked questions and procedure manuals. • Identify and recommend improvements to our customer service procedures to senior management. • Support both internal and external customers as needed. • Ensure all customer inquiries and issues are resolved promptly and professionally. • Monitor team performance and conduct regular quality control to minimize errors. Note: This role requires proficiency in Salesforce Configuration and other listed skills such as Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, QuickBooks, SAP, and Customer Service.

Small Company Controller Looking for a role where your organizational and number-crunching skills can truly shine? We're on the hunt for a rock star Small Company Controller to join our crew. You'll be keeping the financial side of things tight and running the show behind the scenes—all while being part of a fun, forward-thinking team. What You’ll Be Doing:<ul><li>Accounts Payable and Accounts Receivable: Own the accounts payable and receivable process, ensuring invoices are paid without a hitch.</li><li>General Ledger Management: Input financial data (expenses, receipts, budgets, etc.) into our accounting software like a pro.</li><li>Payroll and Commissions: Keep the team happy by making sure everyone gets paid on time.</li><li>Sales Tax: Manage Multistate sales taxes for services completed in other states across the country. </li><li>Monthly Close: Close the books monthly through our internal ERP system </li><li>Budget Management: Help us stay organized by creating detailed financial reports (weekly, monthly, yearly).</li></ul>

Senior Sales Analyst (FP&A) We are offering an exciting opportunity for a Senior Sales Analyst (FP& A) in the Wholesale Distribution industry, located in Horsham, Pennsylvania area. The successful candidate will be instrumental in forecasting sales, analyzing profitability, and communicating intricate details to various levels within the organization. Responsibilities: • Utilize data analysis to provide strategic recommendations for sales programs.• Conduct regular analysis of direct marketing and Amazon products' profitability.• Collaborate with various teams to prepare sales revenue and expense budgets.• Develop and communicate forecasts for various products, ensuring timely and accurate information is disseminated to relevant personnel.• Monitor product performance, alerting stakeholders to areas of risk for over or underselling products.• Analyze year-over-year sales, customer trends, and basket composition.• Leverage Power BI to maintain and enhance reporting capabilities with visual dashboards.• Offer insights into customer demographics, purchase behaviors, and trends.• Assist with catalog product selections, budgeting, and channel spend decisions.• Work closely with the marketing and CRM team to understand customer behavior and build forecasts to support growth strategies.

Customer Support Specialist Emerging services company seeks a Customer Support Specialist with client facing experience. As the Customer Support Specialist, you will respond to client inquiries, building strong client relationships, provide help desk support, implement process improvement, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving. What you get to do everyday· Fulfill customer inquiries· Account Management· Troubleshoot software/hardware issues· Build strong customer relationships· Review and analyze customer feedback· Execute remote desktop sessions for troubleshooting· Maintain customer accounts· Document hardware issues· Troubleshoot data performance inquiries· Complete the RMA process

Assistant Controller We are in the search for a meticulous Assistant Controller to be part of our client's team in the Credit Union industry located in Philadelphia, Pennsylvania. In this role, the Assistant Controller will be responsible for various tasks such as maintaining accurate financial records, ensuring quality service to members and staff, and assisting in the development of financial reports. The role also involves overseeing the financial close process and participating in the budget process. Responsibilities:• Oversee the maintenance and processing of data used in the asset and liability model • Assist in the development and maintenance of all financial reporting including month-end, Board reports, Asset-Liability Committee reports, and regulatory and annual audits• Participate actively in the budget process, including the collection, development, and formalization of required data• Oversee the review and reporting of mortgage accounting activities, including accrued interest, service fees, portfolio inventory, and recordkeeping of loan sales and payoffs• Assist in maintaining a highly motivated, well-trained staff and evaluate job performance to ensure quality of work and service to members and staff• Analyze, document, and make recommendations related to lines of business, products, or services as needed• Oversee the Investment Accounting and Administration• Assist with the development and maintenance of financial and statistical metrics as defined in the organization's strategic plan• Aid in coordinating critical activities required during a disaster recovery event• Oversee accounting and review of all AES/PHEAA/Student Choice/Lendkey loan reporting• Assist with various federal, state, and local filings• Ensure completion and preparation of accurate and timely prepared general ledger reconciliations for all entities

Sales Representative We are offering an exciting opportunity for a Sales Representative based in the New Brunswick, New Jersey area. You will be joining a team focused on commercial liquidations, in-house refurbishment and office furniture sales and installations. This role primarily involves remote work, with occasional in-person client visits and weekly team meetings. Responsibilities:• Drive sales through proactive outreach, utilizing leads generated by the team• Utilize prior sales experience to develop and execute effective sales strategies• Maintain communication with clients, ensuring their needs and inquiries are addressed promptly and accurately• Travel as needed to client locations for viewing and assessment of spaces for liquidation• Manage client relationships, leveraging existing contacts where possible• Collaborate with the team during weekly meetings to discuss strategies and progress• Ensure accurate record-keeping of client information and sales activities.

Marketing Data Manager We are offering a long term contract employment opportunity for a Marketing Data Manager to join our team remotely. This role is based in King of Prussia, Pennsylvania, United States. As a Marketing Data Manager, you will be responsible for leading data management and functional data stewardship. You will support stakeholders, collaborate on data integration and enrichment projects, and manage the quality of data utilized for marketing effectiveness. Responsibilities: • Collaborate with stakeholders across the business, including data analysts, data scientists, and data engineers, to meet evolving data requirements and ensure access to quality data. • Manage global data standards and processes, ensuring the availability of standard, quality Marketing data for users. • Support the execution of contact discovery efforts, list management, and campaign segmentation requests for our global marketing initiatives. • Work closely with the customer acquisition, digital marketing teams, and business/segment marketers to build targeted segments, evaluate audience-sizing criteria, and append contacts regularly. • Build an annual roadmap to support data cleansing, enrichment, and acquisition efforts, ensuring a healthy and compliant database. • Actively participate in data integration and enrichment projects, improving the quality and impact of data within the organization. • Critically analyze business requirements and strategize on acquiring necessary data elements to fulfill them. • Monitor and manage the quality of data, ensuring it is fit for purpose. • Utilize your skills in Sales, Documentation, Reporting, Microsoft Excel, Marketing, Training, Operations, Procedures, Policy, Analytics, Quality, Review, Database, Human Resources (HR) Administration, Presentations, Collection Processes, Practices, Metric Reporting, SQL, Stakeholders, Integration, Monitoring Tool, and Campaign Planning.

Tax Manager Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. Responsibilities: • Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships• Identify opportunities to improve the tax process• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation• Perform duties related to the Annual Income Tax Provision and auditing• Carry out other tasks as assigned to ensure the smooth running of the department.