Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Account Manager - Private Client Services in Massachusetts vacancy
  • $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 client
    Casual work
    Work at office
    Flexible hours

    Baker Newman Noyes

    Woburn, MA
    19 hours ago
  •  ...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 client
    Temporary work
    Local area

    EisnerAmper

    Boston, MA
    1 day ago
  • 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 client
    Remote job
    Private practice

    EisnerAmper

    Burlington, MA
    1 day ago
  • $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 client
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Boston, MA
    2 days ago
  • 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 client
    Private practice
    Work at office

    BDO International

    Boston, MA
    1 day ago
  • 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 client
    Remote job
    Work at office
    Flexible hours

    EisnerAmper

    Westwood, MA
    1 day ago
  • $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 client
    Local area
    Flexible hours

    Jobot

    Woburn, MA
    6 hours ago
  • $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 client
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Boston, MA
    2 days ago
  • $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 client
    Full time
    Contract work
    Remote work

    Jacobs

    Boston, MA
    4 days ago
  • 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 client
    Flexible hours

    Plante-Moran

    Wakefield, MA
    1 day ago
  • 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... 

    CPS, Inc.

    Saugus, MA
    3 days ago
  •  ...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 client
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Boston, MA
    2 days ago
  • $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 client
    Private practice
    Work at office

    BDO USA

    Boston, MA
    1 day ago
  • $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 client
    Remote work
    Relocation
    Flexible hours

    Plante Moran

    Wakefield, MA
    3 days ago
  •  ...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 client
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    Forvis-Mazars

    Boston, MA
    2 days ago
  • $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 time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Boston, MA
    5 days ago
  • $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 client
    Full time
    Work at office
    Local area
    3 days per week

    Brown Brothers Harriman

    Boston, MA
    2 days ago
  •  ...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 client
    Live in
    Work at office
    Local area

    Accenture

    Boston, MA
    2 days ago
  •  ...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

    Starkweather & Shepley Insurance Brokerage Inc.

    Sturbridge, MA
    1 day ago
  • 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... 

    Duffy Insurance Agency, Inc.

    Lynn, MA
    3 days ago
  • 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 job
    Local area

    USI Insurance Services

    Needham Heights, MA
    4 days ago
  • 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.... 

    Summit Bridge Partners

    Braintree, MA
    4 days ago
  • $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

    Atlantic Group

    Lawrence, MA
    5 days ago
  • 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... 

    HUB International

    Wilmington, MA
    1 day ago
  • $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

    HUB International

    Norwell, MA
    3 days ago
  • $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 client
    Full time
    Work experience placement
    Private practice
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    Kahn Litwin Renza

    Boston, MA
    3 days ago
  •  ...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 work
    Temporary work
    Work experience placement
    Local area
    Remote work
    Flexible hours

    NTT Ltd.

    Massachusetts
    1 day ago
  • 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... 

    The Hilb Group, LLC

    Canton, MA
    2 days ago
  • $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 client
    Full time
    Remote work
    Relocation
    Flexible hours

    Plante Moran

    Wakefield, MA
    4 days ago
  •  ...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

    Confidential

    Boston, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Account Manager - Private Client Services. Be the first to apply!