Manager, Client Service Manager, Client Service …

Ryan Llc
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Ryan Llc
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Manager, Client Service
Manager, Client Services Dallas/en-US/RyanCareers/job/Dallas/Manager--Client-Services_R0004945/applyThe Manager, Client Services (Manager) professional is responsible for communicating the Firms vision and capabilities to the marketplace and engaging clients and prospects in a consultative manner to provide customized solutions for the tax function. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and developing new business relationships for the Firm by targeting qualified prospects.

Duties and Responsibilities:

  • Identifies, researches, and pursues prospects to generate new business for the Firm.
  • Makes cold calls and maintains contact with prospects and clients through telephone, e-mail, and mail.
  • Meets with prospects regarding potential engagements.
  • Builds and maintains key relationships with significant Firm prospects.
  • Maintains entries in the Firms Prospect Register and/or Microsoft® CRM.
  • Pursues tax/geography/industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.
  • Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
  • Attends tax conferences, both local and national, in order to generate new leads of qualified prospects.
  • Develops responses to requests for proposals.
  • Provides support to Principals in deal negotiations, contract development, and due diligence.
  • Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
  • Maintains an understanding of the Firms active alliance partners products and service lines in order to sell alliance partner services to prospects and clients, if appropriate.
  • Utilizes Internet tools (i.e., OneSource) to research opportunities for prospects and clients.
  • Stays current on tax issues that may create sales opportunities with prospects and clients.
  • Generates necessary documentation to assist in deal closing (presentations, engagement letters, etc.).
  • For clients, ensures Ryan tax team is delivering services timely and in accordance with the agreement and Client Service Principals; and the client is fully satisfied.
  • Assists with other projects as needed.
  • Performs other duties as assigned.


Bachelors degree or Masters degree or equivalent with 4+ years related experience or equivalent combination of education and experience required.

Computer Skills:

To perform this job successfully, an individual should 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 drivers license required. 

Supervisory Responsibilities:

This job has limited supervisory responsibilities including training employees, assigning work, and checking work for accuracy and completeness.

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 30 lbs.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
  • Independent travel requirement: 50%+.

Equal Opportunity Employer: disability/veteran

Posted 3 Days AgoFull timeR0004945

Ryan offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the worlds most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Ryan employees are given the freedom to do their best work in the way they work best. With a clear understanding of expectations and accountabilities, our employees are given ownership of their time and flexibility to meet the demands of their professional and personal lives.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status).

Equal Employment Opportunity/Affirmative Action/Accommodation

Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law.

In addition, as a federal government contractor, the Firm maintains an affirmative action program which furthers its commitment and complies with recordkeeping and reporting requirements under certain federal civil rights laws and regulations, including Executive Order 11246, Section 503 of the Rehabilitation Act of 1973 (as amended) and the Vietnam Era Veterans Readjustment Assistance Act of 1974 (as amended).

It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our People Group at 972.934.0022 or if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable commodation in order for you to perform its essential functions.

Click to view the entire EEO poster and supplement.

*Notice to Canada Candidates In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request. Ryan welcomes and encourages applications from people with disabilities*.

Ryan recognizes and is committed to compliance with the new General Data Protection Regulation (GDPR) promulgated by the European Union (EU). Please access our Privacy Notice in relation to this at the following . Please access our Personal Data Protection Policy at the following .