Account Manager - Private Client Services
Hylant
The Opportunity: The Captive Account Manager will support management of a portfolio of captive clients and work in unison with other members of the Global Captive Solutions Team. The ideal candidate would have a bachelor’s degree in Business, Risk Management or Accounting, excellent communication skills, be a team player, or demonstrate initiative with strong analytical abilities. Previous experience in an internship within the captive industry or a CPA firm is a plus. This position can be hybrid from any of the Hylant office locations or 100% remote. In This Role You Will Execute On: Timely and accurate billing for management and consulting Timely and accurate premium tracking for clients Effective communication with clients and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines Ability to work well with others and aid other captive professionals RFP and Client Prospect presentations team support Collaboration and Communication Internal Training and Communications In This Role You Will Need: Good communication skills, including listening, speaking and writing Represent Hylant core values and follow protocols Ability to organize, plan, and prioritize with effective results Proficient in Word, Excel, PowerPoint and Outlook Team player Open to constructive criticism and ideas Be willing to share observations and insights that could positively enhance clients and team member experience Be an active problem solver, asking questions that lead to resolution Possess a willingness to investigate and learn more about the property/casualty industry Adherence to Best Practices Why Hylant? Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected. Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.
$112.68k - $169.02k
..., and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service. BNN was founded to create opportunity for our employees... ..., then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of...Private clientCasual workWork at officeFlexible hours- ...autonomy to reach your goals.EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the...Private clientTemporary workLocal area
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services practice in a role offering remote flexibility. You will oversee multiple client engagements, drive business development, and mentor staff across a dynamic, entrepreneurial environment. Strong...Private clientRemote jobPrivate practice
$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm... ...real value to our clients.Our mission is to provide exceptional service while fostering long-term... ...you!We are seeking a Tax Manager or Director to join our growing Private Client Services practice....Private clientFull timePrivate practiceLocal area3 days per week- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is... ...Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferredMaster...Private clientPrivate practiceWork at office
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services team. You will oversee multiple client engagements, lead tax planning and compliance for ultra-high-net-worth individuals, and drive firm growth through business development. The role offers...Private clientRemote jobWork at officeFlexible hours
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high... ...bit about us: A premier accounting, tax, and advisory... ...compliance, and consulting services to high-net-worth individuals... ...closely with fund CFOs and management companies regarding tax planning...Private clientLocal areaFlexible hours$105k - $198.3k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...The RoleManagers in our Private Client Services (PCS)... ...Principals, Trusts and Estates.Managers can expect to:Engage... ...work experience in an accounting firm, with at least 3...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$185k - $240k
...challenge today to reinvent tomorrow. As the Client Account Manager (CAM) for our New England Water... ...municipal, regional, state, and select private-sector water clients across New... ...Operations, Account Strategists, Client Service Leaders, Strategic Pursuit Leaders, and...Private clientFull timeContract workRemote work- Plante-Moran in Wakefield, MA is seeking a Tax Manager to oversee the annual tax compliance for business and individual clients. You will manage compliance processes,... ...candidate should have a Bachelor's degree in accounting or finance, a CPA or Bar License, and 10+ years...Private clientFlexible hours
- CPS, Inc. is seeking a detail-oriented Personal Lines Account Manager to manage an existing book of personal insurance and deliver exceptional client service in a collaborative team environment. You will handle policy changes, renewals, and billing inquiries while building...
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$112k - $150k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. Offering a... ...insurance planning. Job Summary A Tax Manager, Private Client Services is... ...Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred...Private clientPrivate practiceWork at office$130k - $202k
...different by developing rapport with clients and making a difference.... ...gain exposure across many service lines, you won't be limited at... ..., but not be limited to: Managing all aspects of the annual tax... ...qualifications. Bachelor's degree in accounting or finance; CPA or Bar...Private clientRemote workRelocationFlexible hours- ...Forvis Mazars’ Private Client tax advisors provide sophisticated tax compliance... ..., consulting, and planning services to individuals, multi-... ...well as charitable entities managed by ultra-high net worth... ...Qualifications: ~ Bachelor's Degree in Accounting, Taxation or related field...Private clientHourly payWork at officeFlexible hoursNight shift
$120k - $189k
...Denver, CO / Fort Lauderdale, FLClient Accounting Services - Technology CAS /Full Time /HybridWork... ...fast-growing industries, Aprio ensures clients are prepared for wherever life or business... ..., fast-growing firm seeking a dynamic Manager to support complex advisory engagements...Full timeWork at officeLocal areaRemote workFlexible hours$150k - $190k
...is the best way to help our clients and advance our business. We... ...Advisory & Banking Relationship Manager in our Boston office. You... ...the Firm's relationships with privately owned businesses and their owners... ...to BBH’s Multi-Family Office services such as private wealth...Private clientFull timeWork at officeLocal area3 days per week- ...leading solutions and services company that helps the... ...partner of choice for our clients and to be the most... ...accenture.com.Your role in Private Equity at Accenture:... ...Private Equity at the account and meet the PE FY... ...PE and Portcos (talent management, coaching, engagement...Private clientLive inWork at officeLocal area
- ...book of personal lines accounts. It is critical for this... ...to provide sales, service, and general stewardship to new and existing clients in accordance with agency... ...events and groups. # Manage subject account collections... ...with proposals for the Private Client Group (PCG) as...Private client
- Duffy Insurance Agency, Inc. in Lynn, MA, seeks a Personal Lines Customer Service Rep responsible for preparing automobile registrations, processing policy changes, and maintaining client accounts. A successful candidate will have three years of experience in the...
- USI Insurance Services in Needham, MA is seeking a dedicatedSurety account manager to oversee Commercial Lines Surety client accounts. You will handle new and renewal marketing, respond to client questions, and support coverage reviews alongside Sales and Account Executives...Remote jobLocal area
- Summit Bridge Partners is seeking a Personal Lines Account Manager in the United States to serve as the primary contact... ...lines accounts. You will deliver exceptional service, guide coverage options, and help clients navigate their policies throughout their lifecycle....
$60k - $75k
A well-established insurance agency in Lawrence, MA seeks an experienced customer service representative. You will manage client inquiries, assist with insurance coverage selection, and handle claims reporting. Successful candidates will possess strong organizational,...Full time- HUB International seeks an Account Manager for the Personal Lines team in Wilmington, MA. This hybrid role focuses on servicing personal accounts, building strong client relationships, and growing existing business. Responsibilities include analyzing coverage, preparing...
$68.5k - $75k
...of insurance, retirement, and wealth management products and services. But we don't stop there we also invest... ...local business or helping a national client navigate complex risk, you'll be... ...HUB is the place for you. Senior Account Manager We are looking for a Senior...Local area$120k - $145k
...is one of the largest full-service CPA and business advisory... ...business advisory services to private and publicly-held... ...We are seeking a Tax Manager to join our Private Client Services Team on a flexible... ...schedules, forms and fiduciary accounting documents. Building effective...Private clientFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...for making a difference to our clients and society. Our workplace... ...others. The Global Client Manager (GCM) drives profitable revenue... ...customers and targeted new-logo accounts. The GCM owns the commercial... ..., or related services; IP Transit sales experience...Contract workTemporary workWork experience placementLocal areaRemote workFlexible hours
- The Hilb Group, LLC in Canton, MA is seeking a motivated Commercial Lines Associate Account Manager. This role focuses on managing client relationships and handling inquiries about insurance coverages and policy changes. Ideal candidates will have 2+ years of experience...
$140k - $202k
Tax Senior Manager - Commercial Plante Moran Join to apply for the... ...for business and individual clients, including planning, scheduling... ...Bachelor's degree in accounting or finance; CPA or Bar License... ...Distribution (M&D), Retail, and Service-based businesses. Demonstrated...Private clientFull timeRemote workRelocationFlexible hours- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Manager - Private Client Services. Be the first to apply!
- hvac account manager Massachusetts
- account manager inside sales Massachusetts
- account director Massachusetts
- senior digital account manager Massachusetts
- customer accounts manager Massachusetts
- account service manager Massachusetts
- dedicated account manager Massachusetts
- senior account director Massachusetts
- account manager packaging Massachusetts
- account manager contract Massachusetts



