Family Office Accounting Manager - Elite Client Services
Godfrey & Kahn
A family office service provider in Milwaukee is seeking a Client Special Services Accounting Manager to oversee comprehensive accounting functions. The role requires a bachelor's degree in accounting and a CPA, with at least three years of experience in an investment-related role. Responsibilities include managing financial transactions, collaborating with internal teams, and maintaining relationships with families' advisors. This full-time position offers competitive compensation and opportunities for professional growth. #J-18808-Ljbffr Godfrey & Kahn
- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services in Milwaukee. The role involves managing finance and accounting engagements, providing technical expertise, and maintaining client relationships. Candidates should have a Bachelor’s in Accounting...SuggestedWork at officeFlexible hours
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...SuggestedWork at office$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work...SuggestedWork at office- A leading accounting and consulting firm is looking for an experienced professional to oversee... ...financial reporting and analysis while managing a team. This role offers the flexibility... ...skills, and a strong ability to build client relationships. The firm provides comprehensive...SuggestedRemote workFlexible hours
- ...assurance firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...of independent accounting and business advisory... ...and advisory services Manage production of monthly,... ...streamlined in and between offices and in and between audit...SuggestedWork at officeLocal areaWorldwide
$90k - $120k
...Thrive as our Tax & Accounting Manager At DBHW Wealth Partners... ...while building strong client relationships and... ...do with your immediate family so we provide many opportunities... ...receive a tour of the office! Benefits As... ...management, client service initiatives, and...Full timeWork at officeImmediate start- ...role. About the role: The Client Success Manager is part of the Client Success organization... .... What you will be doing: Accountable for driving full post-sale client... ...client and product, support, professional services, and sales teams when required...Full timeFlexible hours
- ...Client Success Manager As the world works and lives faster, FIS is leading the way. Our fintech... .... What you will be doing: Accountable for driving full post-sale client value... ...and product, support, professional services, and sales teams when required Assist...Full timeFlexible hours
- ...Director Of Client Success/Primary Client Success Manager As the world works and lives faster, FIS is leading... ...facing lead for FIS's most strategic accounts. Acting as a strategic partner to... ...experience in Client Success, Client Service/Support, Account Management, or...
$90 - $120 per hour
Ernst & Young Oman seeks a Seasonal Tax Manager for their Private Client Services to review complex tax returns and provide high-net-worth tax compliance. Located in Milwaukee, Wisconsin, this remote role offers flexibility and a competitive pay range of $90 to $120 per...Remote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role offers the opportunity to work remotely within the United States, where you will review complex tax returns and provide income tax planning for high-net-worth clients. Applicants...Remote jobHourly paySeasonal workFlexible hours$98.18k - $115.5k
Accounting Manager page is loaded## Accounting Managerlocations: Tempe, AZ:... ...****U.S. Bank** Global Fund Services is seeking a future team member... ...including Microsoft Office applications*This position is... ...designed to help you and your family boost your health, protect your...Temporary workWork experience placementWork at officeLocal areaMonday to Friday3 days per week- Risk Strategies Company is seeking an Account Manager to effectively manage client service requirements for a designated book of business in Milwaukee, Wisconsin. The successful candidate will collaborate with Producers and Account Executives on renewal strategies, manage...
- ...Responsibilities Lead client advisory engagements at a... ...guidance. Drive change management initiatives to modernize service delivery through... ...and accurate completion of accounting engagements. Analyze financial... ..., flexible time off, family care leave, parental leave...Temporary workLocal areaRemote workFlexible hours
- A leading accounting firm is seeking a Manager with strong nonprofit accounting and advisory experience. The role includes managing engagements, building client relationships, and collaborating within a supportive team. Ideal candidates will possess a bachelor's degree...Remote work
- ...looking for an advisory professional to lead client engagements at the CFO level. The role offers responsibilities in change management, client relationship building, and... ...Ideal candidates will have a Bachelor's in Accounting or Finance, a CPA designation, and over 8...Remote workFlexible hours
- ...Accounting Consultant (Engagement Director) CLA is... ...national professional services firm where our purpose... ...opportunities every day, for our clients, our people, and our... ..., Financial Reporting Manager, Internal Audit... ...To support our CLA family members, we focus on their...Hourly payWork experience placementInterim roleFlexible hours
$177.91k - $230.23k
...Job Description The Cell Therapy Account Manager (CTAM) is the commercial account lead for... ...account teams without direct authority Elite selling skills backed by a proven track... ...PROTECTION ACT ( YOUR RIGHTS UNDER THE FAMILY AND MEDICAL LEAVE ACT Kite Pharma will...For contractorsLocal area$75k - $100k
...Associate Surgical Account Manager/Surgical Account Manager - Chicago At Johnson & Johnson, we believe health is everything. Our strength... ...– up to 13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year The base pay for...Temporary workLocal areaNight shift- A leading industrial firm in Milwaukee is looking for a skilled Senior Accounting Manager to oversee financial operations. The role includes managing cash flow, preparing financial statements, and leading budgeting processes. Applicants should have a bachelor's degree...
$85k - $115k
Great Lakes Industrial YOUR FIRST CHOICE FOR ENGINEERED SOLUTIONS Senior Accounting Manager Location: Milwaukee, WI (6150 N Flint Rd Milwaukee WI 53209) Job Type: Full Time / Salary Travel: 5% Pay: $85,000 - $115,000 Reports To: Senior VP of Finance Great Lakes...Full timeLocal area- Client Special Services Accounting Manager 3 days ago Be among the first 25 applicants The Client Special Services Team is a multi-generational family office service team managing the financial, investment, estate, and legacy planning needs of a limited number of families...Full timeWork at office
$78.1k - $117.2k
...portfolio of benefits and services, including dental,... ..., absence management, life, supplemental... ...that balances in-office collaboration with... ...opportunity: The Senior Account Manager for our... ...& Risk Solutions Client Success group... ...market-leading paid family, parental and...Work at officeLocal areaFlexible hours$63k - $94.5k
...portfolio of benefits and services, including dental,... ..., absence management, life, supplemental... ...that balances in-office collaboration with... ...opportunity: The Account Manager (AM) for our... ...& Risk Solutions Client Success group is... ...market-leading paid family, parental and...Contract workWork at officeLocal areaFlexible hours2 days per week$55k - $75k
...Account Manager or Account Manager Associate Applied Medical is a new generation medical device... ...the highest levels of support and service to your accounts Position Requirements... ...and physical), exercising the right to family care and medical leave, gender, gender...Live inLocal areaRelocation$56.8k - $71k
...The Account Manager position is one of the most crucial jobs... ...relationship with our clients. These positions may work... ..., promotes services, defines process and related... ...image in and out of the office to fellow employees, members... ...you and your eligible family members ~ Dental,...Contract workTemporary workWork at officeLocal areaRemote work$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...held companies and their owners and families. These clients range from family‑... ...must have Valid US Certified Public Accountant (CPA) license or active state bar membership...Hourly paySeasonal workRemote workFlexible hours- ...the Corporate Tax Manager, you’ll be a member... ...Tax Solutions Family and work on business... ...ASC 740 income tax accounting (either tax provision... ...with the client, and you will help... ...clients for your service line - all with the... ...Washington National Tax Office (WNTO), to support...InternshipSeasonal workWork at officeLocal area
- ...SVA is looking for a Manager to join our growing Closely Held Business... ...continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to... ...independent and growing professional services firm that has been certified...Full time
$106.5k - $195.1k
...serving privately held companies. These clients span from family‑owned businesses to private‑equity‑... ...be opportunities to progress to senior manager. Your Key Responsibilities Preparing... ...modeling for private client tax advisory services. Identifying and communicating...Work experience placementSummer holidayFlexible hours
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