Private Client Services Cover Letter

Please consider me for the private client services opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for expertise in income tax accounting, included but not limited to effective tax rate and deferred income tax positions.

Please consider my qualifications and experience:

• Understanding how marketing and sales functions/tactics work together to drive sales strategy on accounts
• Building and maintaining relationships with staff up to and including leadership, with emphasis on managing through a matrixed organization
• Working in a strong teaming environment and build relationships/collaborate effectively with stakeholders at all levels
• Thriving in a fast-paced matrixed organization, work with a strong sense of urgency and be agile in an ever-changing environment
• Leveraging technical tools actively and effectively such as MS Office suite including Word, PowerPoint and Excel and Google suite including Docs, Slides and Sheets
• CPA or MST advanced credential preferred
• Previous experience working in financial services, wealth management, financial planning, accounting, tax services or banking highly preferred
• Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint)

Please consider me for the private client services opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for leadership to BCBSA Tax Service Team for the timely and accurately preparation, review and filing of BCBSA and BCBSA affiliates federal and state tax returns.

Please consider my qualifications and experience:

• Assists in the supervision of monthly processing of common trust funds, including verifying accruals and pricing
• Ensures calculation and verification of accrued income, including tracking accrual exceptions, calculating corrections and identifying and correcting securities setup problems affecting accruals
• Develops trust Customer statements, including graphical and Flex statements and investment reviews
• May establish and implement operational goals, strategies, programs, policies and procedures in support of overall division objectives, including budget
• Provides budget input, tracks financial performance to budget and offers recommendations for operational expense reduction
• Supervises revenue area, ensuring appropriate fees are collected
• May train new staff members and other related departments in operations policies
• May participate in presentations to prospects and Clients as necessary in support of new business and Client retention activities

In response to your job posting for private client services, I am including this letter and my resume for your review.

In my previous role, I was responsible for customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Attentive to detail and also able to multi-task
• Working with private individuals, closely held businesses, estates, trusts and private foundations
• Developing strong working relationships with clients built on understanding their needs and challenges
• Developing a general understating of reporting requirements of different entity structures and the compliance process
• Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
• Staying current on tax legislation relevant to Private Client Service clients
• Proven experience in building, developing and executing a strategic plan to grow a business (ideally in the financial services industry)

I would like to submit my application for the private client services opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for regional tax advisory services and oversight of tax matters, oversee operational tax risk and execute priority / deliverables.

Please consider my qualifications and experience:

• Strong written and verbal skills to drive editorial and thought leadership effort
• Demonstrated experience supporting growth of new channels of distribution, and developing channel-specific sales and marketing plans
• Experience in utilizing marketing insights to form and execute marketing strategies and plans
• Supervises a team in a specialized group of Wealth Management Operations
• Needs assistance in recognizing gaps and trends
• May prepare various management reports and other information documenting unit activities
• Maintains operations related conversion activities for newly-acquired companies and other acquisitions, internal/external audits and other assignments
• May audit staff work

In response to your job posting for private client services, I am including this letter and my resume for your review.

Previously, I was responsible for tax services, including federal, multi-state, and local returns.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Assists in the resolution of asset services-related problems, including compliance issues, release/transfer of assets from decedent's account and moving Client's funds
• Supervises Client support program and staff ensuring all Client calls are responded to accurately and timely
• Provides on-line support and supervision for on-line product used by Clients
• Leads effort to educate Customers to utilize technology tools to best advantage
• Recognizes gaps and trends
• Prepares various management reports and other information documenting unit activities
• Manages operations-related conversion activities for newly-acquired companies and other acquisitions, internal/external audits and other assignments
• Audits staff work on a regular basis