Client Service Manager (Accounting)
$65.9k - $140.8kMarsh & McLennan
Client Service Manager - Accounting
We are seeking a talented individual to join our Captives team at Marsh as a Client Service Manager - Accounting. This role can be based in any US office location.
This position is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. This role provides financial monitoring and control and ensures regulatory compliance. It is a consulting, advisory, and managerial position.
We will count on you to:
- Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
- Ensure all financial aspects of the client are efficiently managed
- Possess technical ability to discuss regulatory updates with clients
- Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
- Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
- Perform and execute review of financial statements
What you need to have:
- 3+ years of experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment
- Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
- Ability to research complex matters independently and lead client meetings
What makes you stand out:
- Familiarity with captive policy structures and captive tax issues
- An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
Why join our team:
- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
The applicable base salary range for this role is $65,900 to $140,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
$106.5k - $195.1k
...serving the global financial services marketplace and the only... ...side by side with a range of clients from our most venerable institutions... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...technical initiatives, with accountability for performance and results....SuggestedWork experience placementSummer holidayImmediate startFlexible hours- ...serving the global financial services marketplace and the only... ...side by side with a range of clients from venerable institutions... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...technical initiatives, with accountability for performance and results....SuggestedWork experience placementImmediate startFlexible hours
- What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true...SuggestedFull timeWork at officeRemote work
- ...Client Service Manager At StructureCare, we don't just restore parking garages, we protect what supports everything else. As a national leader... ...Monitoring and managing financial performance of all accounts within the assigned territory Accountability for client...SuggestedFull timeFlexible hours
- A leading tax and advisory firm in Dallas is seeking a Tax Senior Manager for their Private Client Services. The role requires management of tax compliance for high-net-worth clients, with responsibilities including engaging with clients, reviewing complex tax documents...Suggested
- Senior Client Manager- Commercial P&C Accounts SUMMARY: The Senior Client Manager works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned...Hourly payWork at officeLocal area3 days per week
$55k
Client Service ManagerJob OverviewDuties and ResponsibilitiesProvide regular updates to clients... ...contact.Accompany the Clinical Case Manager during re-certifications visits and hospital... ...Dental & Vision CoverageHealth Savings Accounts (HSA-available if enrolled in a high...Flexible hours- ...advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high... .... Ideal candidates will have significant experience in accounting or finance, strong leadership skills, and relevant...
$114.2k - $182.75k
...law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a tech-savvy, client-focused eData Client Services Project Manager for our eData practice. This role offers the opportunity to work with a dynamic practice group,...Hourly payWork at officeLocal areaFlexible hoursShift work$55k
MGA Homecare is seeking a Client Service Manager in Dallas, Texas to oversee customer service projects and maintain strong relationships with clients and their families. Candidates should have over 3 years of customer service experience, and preferably 1 year in management...- ...people who are passionate self‑starters. We are searching for a Client Services Manager to own and support a complex enterprise client within our... ...within a more defined scope and complexity than an Account Director role and is designed for someone ready to grow into...
$75.7k - $105k
Client Services Manager II The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is... ...plan efficiencies, growth in premium and transfers‐in, new account acquisition, and asset retention. Key Responsibilities and...Work experience placementWork at office$75.7k - $105k
The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring... ...plan efficiencies, growth in premium and transfers‑in, new account acquisition and asset retention. Key Responsibilities And...Work experience placement- Valor Intelligent Processing, LLC is seeking a Client Services Manager in Addison, Texas. In this role, you will be the primary liaison between... ...center and clients, ensuring service delivery and driving account growth. The ideal candidate will have at least 3 years of experience...Full time
$67k - $159.92k
A prominent advisory firm in Dallas seeks an experienced Accounting Manager to oversee multiple client accounts in a cloud-based environment. The role requires managing accounting operations, preparing financial reports, and providing strategic business advice. Candidates...- A global professional services firm is looking for a Tax Advisor in Dallas to lead tailored tax advisory services for high-performing private clients. The role involves supporting wealth transfer strategies and multijurisdictional tax issues. Candidates should have a Bachelor...
- ...assisting with capital markets, debt service, and liquidity management. This role combines strong financial... ...cross-functionally with FP&A, Accounting, Tax, and business unit finance teams... ...innovative approach to serving agents and clients alike. Integrity is driven by a...Temporary workLocal area
- ...Req ID:256219 General Purpose The Treasury Analyst is accountable for managing and analyzing the company's financial activity. Primary responsible for preparing treasury reports, creating financial forecasts, and management strategies. Participating in accounting...Local area
- ...big firms at a scale that works for our clients, with highly experienced bankers who truly... ...Provide oversight of Balance Sheet Management, Asset-Liability Management, investment... ...leadership. ~ Solid understanding of GAAP accounting principles with expertise relevant to Treasury...Immediate startDay shift
$96.5k - $207.5k
...business development, including new client acquisition and cross-sell, client service excellence, client retention, and... ...and appropriate working capital management solutions to provide. Develops... ...Deposits business models, account structures and high-transaction and...Work experience placementBank staff- ...Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains... ...and delivering ongoing training to new staff Analyze bank account services and pricing to identify inefficiencies or services no longer...Temporary workLocal area
- ## Accounting Consultant - Engagement DirectorApplylocations: Dallas,... ...top 10 national professional services firm where **our purpose is to... ...*** every day, for our clients, our people, and our communities... ...Controller, Financial Reporting Manager, Internal Audit Manager, etc....Hourly payWork experience placementInterim roleFlexible hours
- Director of Technical Account Management, Customer Success Leading DLP AI Cybersecurity Provider | Remote (US) | Full-Time The Mission You’re the cybersecurity co‑pilot every enterprise trusts when their crown‑jewel data is on the line. As the leader of Technical Account...Full timeRemote workWork from homeSleeping nightsFlexible hoursNight shift
$75.7k - $105k
A leading financial services organization is seeking a Client Services Manager II in Dallas, Texas. This role involves working closely with business partners to deliver strong client outcomes and improve service quality. The ideal candidate will have over three years of...- CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Consultant (Engagement Director) in... ...-level interim accounting resource for clients, focusing on improving accounting processes and delivering excellent client service. The ideal candidate will have 10 years...Interim roleFlexible hours
$225k - $240k
...proprietary approaches and a world-class network. This enables our clients to achieve differentiated results, both on deals and post-... ...Boston, Washington DC, New York, Chicago Roles: Engagement Managers, open to Associates & Senior Consultants The Role and Responsibilities...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...the best in the heavy-duty industry and apply today! The Manager, Corporate Accounting & Reporting plays a key leadership role within the... ...FleetPride is the leader in the industry comprised of retail, service, distribution and wholesale divisions. All qualified applicants...
- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws....Flexible hours
- ...Bolton Group in Dallas, Texas is seeking a Senior Treasury / Financial Analyst to enhance treasury operations, focusing on cash management, forecasting, and liquidity analysis. This role offers close collaboration with executive leadership, providing exposure to strategic...
- Clarion Partners is seeking a Treasury Manager to manage treasury operations and technology initiatives. This role requires expertise in Kyriba and strong analytical skills to enhance cash management. The ideal candidate will have 3-5 years of relevant experience, preferably...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Manager (Accounting). Be the first to apply!
- engagement manager Dallas, TX
- client relationship manager Dallas, TX
- client service manager Dallas, TX
- strategic engagement manager Dallas, TX
- client development manager Dallas, TX
- client development director Dallas, TX
- pursuit client manager Dallas, TX
- senior client services manager Dallas, TX
- client executive Dallas, TX
- client engagement manager Dallas, TX

