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Director, Client Services

Ryan
Tampa FL
Full-time

Why Ryan?

Hybrid Work Options

Award-Winning Culture

Generous Personal Time Off (PTO) Benefits

14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

Benefits Eligibility Effective Day One

401K with Employer Match

Tuition Reimbursement After One Year of Service

Fertility Assistance Program

Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

Primary Responsibilities Include :

Coordinate global, multinational sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities with multinational clients.

Provide support to Principals in deal negotiations, contract development, and due diligence by providing regional and deal-specific insights.

Pursue tax, geography, industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.

Build and maintain key relationships with significant Firm prospects. Make cold calls and maintain contact with prospects and clients through telephone, e-mail, and mail.

Meet with prospects regarding potential engagements. Identify, research, and pursue prospects to generate new business for the Firm.

Maintain entries in the Firm’s Prospect Register and / or Microsoft CRM. Attend tax conferences, both local and national, in order to generate new leads of qualified prospects.

Develop responses to requests for proposals. Understand service-line offerings with sufficient depth and discuss service-line offerings with prospects.

Maintain an understand the Firm’s active alliance partners’ products and service lines to sell alliance partner services to prospects and clients, if appropriate.

Utilize Internet tools to research opportunities for prospects and clients. Stay current on tax issues that may create sales opportunities with prospects and clients.

Generate necessary documentation to assist in deal closing, including presentations, and engagement letters.

Minimum Requirements for Position :

2 years of experience selling or managing Canadian tax services to businesses with global operations; and working at a senior level with external and internal stakeholders including direct communication with Senior and C-Level executives to develop best-in-class tax recovery strategies and in managing major tax functions in finance and operational roles in banking and financial services sectors.

Travel required 70%, including 25% international.

Computer Skills :

To perform this job successfully, an individual must have basic skills in Microsoft® Excel and Access, intermediate skills in Microsoft® Outlook, and advanced skills in Microsoft® Word, CRM, and Internet navigation and research.

Certificates and Licenses :

Valid driver’s license required.

Supervisory Responsibilities :

This job has limited supervisory responsibilities, including training and carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.

Work Environment :

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at desk.
  • Must be able to lift, carry, push, or pull up to 14 kg.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
  • Independent travel requirement : 70%, including 25% international.

Equal Opportunity Employer : disability / veteran

linkedin.com #LI-DNI

30+ days ago
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