Client Services Specialist
About the job
- Two years of sales or telemarketing experience, ideally selling to finance and tax teams.
- Understanding of Microsoft tools, including Outlook, Excel, and Word.
- Make outgoing customer calls or cold calls to sell products and services.
- Arrange meetings for Directors and Principals with prospective clients.
- Accurately and efficiently enter customer information into Salesforce.
- Maintain a list of potential leads and follow up with them.
- Assist sales colleagues with arranging meetings and sales calls with customers.
- Contact customers in response to correspondence or feedback.
- Maintain a thorough understanding of Ryan's products and services.
- Maintain working knowledge of products and services sold and stay current on industry developments by reading current news or attending workshops.
- Work closely with the Business Development team to create and manage sales campaigns.
- Experience selling to finance and tax teams.
- Use of customer relationship management tools, ideally Salesforce.
About the company
Ryan is a global tax services and software provider based in Dallas. It offers an integrated suite of federal, state, local, and international tax services, including property tax, unclaimed property, transfer pricing, indirect tax, tax recovery, consulting, compliance, and technology services. The company also sells tax management software under the tax.com brand on a subscription basis, combining advisory work with a proprietary platform to streamline planning, risk management, and compliance. Ryan grows by acquiring smaller tax firms to expand its expertise and footprint, serving tens of thousands of clients in over 80 countries with the aim of reducing clients' tax burdens and simplifying global tax obligations.
Company Size
5,001-10,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$687M
Headquarters
Dallas, Texas
Founded
1991
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Simplify's Take
What believers are saying
- Ryan completed Svalner Atlas Advisors on September 1, 2026, expanding European advisory reach.
- Ryan acquired Comtax on October 5, 2026, entering Brazil with 70 local employees.
- Crain's named Ryan a 2026 Best Place to Work in Chicago.
What critics are saying
- Ryan's roll-up strategy creates integration risk across Comtax, Svalner Atlas, and Dhruva.
- Latin America's and Europe's tax complexity demands flawless localization; mistakes trigger client churn quickly.
- G. Brint Ryan's centralized control makes succession a real existential risk.
What makes Ryan unique
- Ryan is the largest firm dedicated exclusively to business taxes, spanning 80+ countries.
- Its tax.com software and services integrate compliance, recovery, advocacy, and consulting.
- 2026 acquisitions in Brazil and Europe deepen local expertise with global delivery.
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Benefits
Health Insurance
Dental Insurance
Hybrid Work Options
Paid Vacation
Parental Leave
Gym Membership
401(k) Retirement Plan
401(k) Company Match
Tuition Reimbursement
Fertility Treatment Support
Sabbatical Leave
Growth & Insights and Company News
6 month growth
21%1 year growth
21%2 year growth
21%Ryan enters Brazilian market with Comtax acquisition. Comtax offers services in tax determination, compliance and technology-supported tax operations. Ryan has acquired Comtax, a tax technology and consulting business based in São Paulo, Brazil, for an undisclosed sum. Established in 2018 by Marcelo Simões, Gilmar Brandão and Ricardo Carvalho, Comtax offers services in tax determination, compliance and technology-supported tax operations. The company works with "large-scale businesses" across Brazil, Ryan said in a statement. The deal gives Ryan an operational foothold in Brazil and broadens its capacity to support clients with tax, compliance and technology-related needs, it added. Ryan Latin American operations president Jon Sweet said: "This acquisition represents an important step in Ryan's strategy to expand its capabilities across Latin America. "Comtax brings a highly experienced team with deep knowledge in one of the region's most complex tax environments. "Their expertise, combined with Ryan's global scale and broader tax services and software capabilities, gives us a stronger platform to serve clients in Brazil and across the region." Comtax's offerings include digital tax consulting such as process assessments, tax mapping, governance and optimisation; tax-determination support; and tax technology implementation across platforms including SAP and Oracle. The company also provides compliance and tax efficiency support through preventive audits, validations and risk-reduction work. Other services include data and tax-matrix reviews covering product classification and supplier and customer validation, as well as tax audit support for digital file audits, inspections and compliance requirements. As per the terms of the deal, Simões, Brandão, Carvalho and nearly 70 employees will join Ryan's Latin American team. They will continue working with clients from São Paulo. Simões said: "Joining Ryan is an exciting new chapter for its team and its clients. "Its organisations share a commitment to excellence and disciplined processes for solving complex tax and technology challenges. "With Ryan, we can build on the services our clients trust today while expanding the capabilities available to them." Give your business an edge with its leading industry insights.
Ryan, a global tax services and software company, has acquired Comtax, a São Paulo-based tax technology and consulting firm specialising in tax determination, compliance, and technology-supported operations. The acquisition establishes Ryan's presence in Brazil and expands its ability to help clients navigate the country's tax, regulatory, and technology requirements. Founded in 2018 by Marcelo Simões, Gilmar Brandão, and Ricardo Carvalho, Comtax serves large organisations across Brazil. The company helps clients improve tax determination, strengthen compliance, reduce operational risks, and integrate tax processes into corporate systems. The acquisition adds a Brazil-based implementation team to Ryan's global tax technology practice. Together, the teams will help clients enhance compliance, reduce risk, and increase predictability of tax operations whilst connecting local market expertise to Ryan's global resources.
Carlquist joins innovative Captive Strategies as AVP. Innovative Captive Strategies (ICS) appoints Katie Carlquist as assistant vice president, consulting and management. Carlquist joins from Ryan, having spent 11 years at the firm. During that time Carlquist worked as a captive manager and, from 2020, as director of the firm's captive insurance consulting practice. Before Ryan, Carlquist was a captive manager at Artex Risk Solutions. Carlquist holds the Associate in Captive Insurance (ACI) designation. ICS, a Holmes Murphy company, is a captive insurance firm founded in 1999.
Ryan named one of the Best Places to Work in Ohio for 16th consecutive year. Recognition reflects Ryan's enduring commitment to building an exceptional workplace and culture CLEVELAND (August 26, 2026) - Ryan, a leading global tax services and software provider, has been recognized by Crain's Cleveland Business as one of the Best Places to Work in Ohio for the 16th consecutive year. This remarkable achievement reflects the Firm's long-standing commitment to creating an exceptional workplace where team members are empowered to grow and succeed with meaningful impact. "Sixteen years as one of the best workplaces in Ohio is an extraordinary achievement, and one that speaks to something far greater than an award - it reflects who we are as a Firm," said Ginny B. Kissling, Global President and Chief Operating Officer at Ryan. "Our culture was built intentionally around a shared purpose and values that guide how we lead, serve our clients, and show up for one another. We believe that when people are trusted and empowered to reach their full potential, there is no limit to what we can accomplish." Ryan's workplace culture is rooted in the belief that investing in people strengthens both the team member and client experience. Through its flexible myRyan work environment, professional development opportunities, commitment to well-being, and culture of recognition and collaboration, the Firm strives to create an environment where team members can pursue professional goals while building meaningful careers. Across Ryan, team members are united by a shared purpose, guided by the Firm's values, and empowered to challenge what is possible for their clients, colleagues, and communities. The Best Places to Work in Ohio statewide survey and awards program identifies, recognizes, and honors organizations that are creating outstanding places of employment while contributing to Ohio's economy, workforce, and business community. Participating organizations are evaluated on workplace policies, practices, philosophy, systems, and demographics, as well as feedback from employees about their workplace experience. About ryan. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Plano, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan's multidisciplinary team of more than 7,100 professionals and associates serves over 74,000 clients in more than 80 countries, including many of the world's most prominent Global 5000 companies. More information about Ryan can be found at ryan.com. Media contact. Melodie Elliott Director, Content and Communications Marketing Ryan 972.934.0022 [email protected]
Ryan named to the 2026 PEOPLE(R) Companies That care(tm) List for the fourth time. * 7 hrs ago Ryan, a leading global tax services and software provider, has been named to the 2026 PEOPLE(R) Companies That Care(R) List, presented by PEOPLE magazine and Great Place To Work(R). This marks the fourth time Ryan has earned this prestigious recognition, highlighting the Firm's commitment to fostering workplaces where team members can thrive while making a meaningful impact in their communities. The PEOPLE Companies That Care List recognizes organizations that achieve business success while demonstrating exceptional care for their people, communities, and the environment. Honorees are selected based on team member feedback and evaluation of company culture, workplace practices, and corporate citizenship. Tributes of flowers left in Ballymena where three people were found dead "Caring for one another isn't part of a program - it's part of who we are," said Ginny B. Kissling, Global President and Chief Operating Officer of Ryan. "Whether we're supporting our team members, serving our clients, or giving back to our communities, we believe that how we show up matters. Receiving this award for the fourth time is a direct reflection of that commitment, and we're honored to be recognized as an organization that champions genuine care for others in all we do." Ryan's people-first culture is built on investing in the growth, well-being, and success of its team members. Through the Firm's industry-leading flexible work model (myRyan), career development opportunities, comprehensive benefits, and a commitment to fostering a collaborative workplace, Ryan continues to earn recognition as one of the world's premier employers. About PEOPLE(R) Companies That Care Great Place To Work selected the PEOPLE Companies That Care List by gathering and analyzing over 1 million confidential survey responses and data from companies representing more than 6.1 million U.S. employees at Great Place To Work-Certified(TM) organizations. Company rankings are derived from 60 employee experience questions within the Great Place To Work Trust Index(TM) survey. About Great Place To Work(R) Great Place To Work is the global authority on workplace culture. Since 1992, it has surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Its employee survey platform empowers leaders with the feedback, real-time reporting, and insights they need to make data-driven people decisions. Everything it does is driven by the mission to build a better world by helping every organization become a great place to work For All(TM). About Ryan Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Plano, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan's multidisciplinary team of more than 7,100 professionals and associates serves over 74,000 clients in more than 80 countries, including many of the world's most prominent Global 5000 companies. More information about Ryan can be found at ryan.com. Media gallery