Client Coordinator jobs

Join our Enterprise Support Services team and you’ll be an integral part of our business enablement function that keeps our organization running strong. You’ll use your interpersonal and communication skills (verbal and written) to interface with employees at all levels. As an Executive Support Coordinator Manager, Supervising Associate, you’ll work across teams to provide the supervision, knowledge, resources and tools that help EY deliver exceptional quality service to our clients, win in the marketplace and support EY growth and profitability.

You’ll implement administrative strategic plans as well as maintain performance measurements for a customer base of 650-1,500 people. You’ll also monitor financial and operational performance in accordance with established administrative services parameters. We’ll look to you to effectively lead and develop individuals and teams by using people management processes and tools that involve staffing, training, supervising, coaching and performance management to achieve optimal performance. You’ll be part of a high-performing, diverse and inclusive team sharing best practices.

Your key responsibilities

• Manages, counsels and negotiates assignments for approximately 20-30 Executive Support Coordinators based on client need and resources
• Solicits ongoing feedback from customers to evaluate and coach executive assistants on their performance
• Sets up full project plans including; objectives, milestones, priorities, team, calendar and nature of deliverables
• Demonstrates proactive business development by initiating discussions with existing internal customers on possible additional work and satisfaction with current support
• Coordinates and assists with budget planning and is responsible for operating within approved budget
• Meets or exceeds the needs of our internal customers by partnering with other groups within the matrix organization, cultivating those relationships, aligning people and processes, and identifying workplace efficiencies to add value
• Creates a teaming and knowledge transfer culture
• Participates on national projects
• Collaborates across virtual teams to promote seamless service to customers

Skills and attributes for success

• Ability to work with all levels within the firm and build solid relationships with internal groups
• Exercises influence at many levels of the organization
• Proactively identify and address project risks and opportunities
• Can pinpoint alternative solutions when necessary
• Excellent communications skills, attention to detail and strong organizational skills
• Project management experience
• Ability to instill confidence and provide leadership in managing people

To qualify for the role, you must have

• Bachelor's degree in a related discipline, or equivalent work experience
• 6-8 plus years of experience
• 2 plus years of experience managing people
• Proficiency in MS Word, Excel, PowerPoint, Teams and Outlook
• Ability to work in the New York EY office
• Flexibility with hours to meet business needs
  

Ideally, you’ll also have

• Strong MS Office (e.g., Outlook, Excel, Word)
• Proficiency in MS SharePoint

Your key responsibilities

• Client Interaction: As a trusted advisor, you will harvest requirements from the client and translate these into a solution that meets the objectives and principles agreed with the client. You will be part of a pursuit team and lead the technology aspect of it. You will be leveraging your technical knowledge, experience & deep understanding of both – project scope & EY’s technology (focus: SAP-build technology) capabilities/products. You are a technical leader, serving as a liaison among business partners, delivery leadership and pursuit stakeholders.
• Pursuit shaping: This is critical role in the architecture & solution design lifecycle cutting along the pursuit lifecycle. As a Technology Presales Architect, you are a technical leaders with strong understanding of technology and ability to apply it to drive business outcomes. You will provide guidance for the solution & pursuit definition, presales thought leadership, ascertain technical delivery possibilities & costs involved for the top critical business solution implementations - based on various available EY Technology products, tools & processes.
• Technology Presales development by working with a wide variety of internal stakeholders, namely Product Owners (SAP Technology Officers and Product Managers), Business Owners (in the Service Lines), EY SAP Delivery Teams and GDS (Global Delivery Services). The Technology Presales Architect is involved in envisioning, design and development of the pursuit design and response, with a broad focus around EY’s SAP delivery and technology capabilities for the enterprise, industry, platform and solutions. Any identified technology gaps will be addressed through established channels such as available Innovation and product capabilities.

Essential Functions of the Job:

• Presales / Pursuit Architecture & Solutioning for mid to large scale pursuits
• Provide thought leadership of a Technology Presales Architect with the service line pursuit /business teams during deal development, pursuit & close phases.
• Having deep understanding of SAP Technology and EY’s SAP drivers, products, tools & processes to stitch the right solution that delivers value add for the client
• Establish Presales standards, guidelines and procedures to overall increase the success rate of client pursuits for EY overall (and the EY SAP alliance particularly)
• Hands on in creating E2E solution architecture with an alignment with overall EA and IT Roadmap of specific clients.
• Shape RFP responses and bring in incisive insights from Tech experience.
• Bringing the outside in approach, ensure an objective analysis and provide actionable recommendation in the form of underpinned solutions.
• Current As-is Architecture as well as Transition Architecture and roadmap steps to reach the Target Architecture
• Address identified technology gaps during a pursuit cycle to the respective innovation and product teams and come up with innovative, creative mitigation plans / solutions.
• Understand the impact of (emerging) technology, and when this will have impact in what form and how does the business and IT capture that value (translation of potential and impact).
• Identify ways to reduce costs and bringing efficiencies through strong expertise and working knowledge of EY’s technical & business architecture
• Pro-actively contribute to the development of the Presales community and be an ambassador for good Architecture. Assist in onboarding new Technology Presales Architects.
• Maintain relationships with relevant delivery / competence centre teams and actively ensure that implemented solutions follow the (approved) designs, not only during a project but during the entire application life cycle.
• Interact with stakeholders on presales issues and strategic improvements where such expertise is required.
• Coach business owners and pursuit leads on technology presales during the pursuit lifecyle.
• Ensure proper pursuit / deal architecture and technology roadmaps are documented using the templates, Architecture tooling and conforms to standards and utilizes the available reference models.
• Actively work to identify, communicate, mitigate and resolve technology issues and risks. In case solutions cannot be 100% compliant with standards proactively seek input from the relevant function in order to obtain step-out approval.
• Collaborate with Technology Product Teams, influence the Product backlogs and priorities according to the findings of your Presales / pursuit engagements

Skills and attributes for success

• Knowledge on Industry solutions / products.
• Strong tech background – stints in deal development, architecture & strategy or being associated with a technology start-up.
• Having worked on large scale multi-technology, data, analytics deals.
• Technology all-round expertise – Applications, Infrastructure, Digital, Security.
• Having technical / data / application / integration architecture experience.
• Responding to RFPs, shaping client proposals.
• Expertise on solution write-up, making client presentations.
• Excellent Communication Skills in English both written and spoken. Ability to interact with a global audience of customers, partners and a global team
• Good business acumen with outstanding ability in developing strategic ongoing customer relationships, gaining trust of stakeholders and respect for the company through technical leadership.
• Ability to identify technical risks before they occur and to develop mitigation and avoidance strategies.
• Awareness of portfolio management (and the associated principles, tools and techniques).
• Organized and methodical. Ability to initiate, plan and develop according to plan though coping with a level of uncertainty and risk.
• Rigorous, thorough and with a taste for detail.
• Leadership & negotiating skills and ability to drive change using influence and networking.
  

Ideally, you’ll also

• Individual contributor role, hence, should know the art of influence without authority
• Strong experience in offshore/onsite working model and working with different geographies and cultures.
• Certifications and/or experience in Agile Delivery and DevOps would be desirable.
• Architectural training/certifications like TOGAF or IASA is desirable.
• Knowledge on service management framework, especially on areas of service strategy and design (ITIL V3/V4) would be an added advantage
• Regular international and domestic travel.
• BS/MS in Computer Science, Engineering, or a related field.
• 15+ years of technology, business development & thought leadership.

Your key responsibilities

You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients.

Skills and attributes for success

• Performing high quality preparation and review of complex tax returns
• Knowledge/experience in handling hedge fund and Private equity K-1s
• Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or a licensed Attorney is required or the ability to achieve either certification
• Minimum of 3 years of work experience in professional services or professional tax organization
• A thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally, you'll also have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in working on multiple teams prioritizing your work load
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.