Small Group Benefits Account Manager & Client Success
$70k - $75kHeffernan Group
Heffernan Group in Walnut Creek is seeking a Small Group Benefits Account Manager to service and manage small group accounts, typically under 50 lives. This client-facing role requires technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate has at least 3 years of experience in account management and must hold an active Life & Disability license. The position offers a salary range of $70,000 to $75,000 with eligibility for an annual bonus. #J-18808-Ljbffr Heffernan Group
$70k - $75k
Heffernan Insurance Brokers in Walnut Creek is seeking a Small Group Benefits Account Manager to service and manage small group accounts, typically... ...lives. The ideal candidate will have a strong background in client service, insurance knowledge, and organizational skills....Suggested- Head of Accounting Policy page is loaded## Head... ...Advise executive management on new accounting... ...comprehensive employee benefits program is... ...commitment to exceed our clients’ expectations... ...serve individuals, small and middle-market... ...teamwork and celebrating success. Our collaborative...Suggested16 hoursContract workWork experience placementWork from homeFlexible hours
- ...J. Gallagher & Co. (AJG) in Walnut Creek, CA is seeking a full-time professional to enhance client relationships through expert guidance on employee benefits. You will manage the renewals and deliver tailored solutions, ensuring client satisfaction and navigating benefits...SuggestedFull time
- ...bookkeeper with construction/real estate accounting experience. The successful person will report directly to the... ...policies and compliance Data management on DropBox Prepare and review... ...comfortable working independently in a small office Ability to successfully...SuggestedFor subcontractorCasual workWork at office
$160k - $180k
...About the Role The Sr. Manager, Accounting is a key leader within Kinder's Finance... ..., and business needs. SEASONED FOR SUCCESS: No two days here are the same... ...willing to work hard to achieve them. BENEFITS THAT BRING MORE TO THE TABLE: We...SuggestedWork at officeRemote workWeekend work$110k - $130k
...tax returns for high net worth clients. Ensure accuracy and... ...delivery. Provide support to tax managers and directors as needed.... ...Previous experience in public accounting or a similar tax-related role... ...in accounting, tax, advisory, benefits, insurance, and technology, CBIZ...$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help... ...~ Bachelor's degree in Accounting ~ Master's degree in Taxation... ...innovative firm. Perks/Benefits we offer for full-time team... ...compensation based on firm, group and individual performance...Full timeLocal areaRemote workFlexible hours- ...firm, providing clients with a genuine... ...Advisory Group, LP and Baker Tilly... ...of independent accounting and business advisory... ...Tilly as a Tax Manager with our... ...compliance to small business clients... ...on the firm’s success. Additionally,... ...compensation and benefits package to eligible...Full timeLocal areaWorldwide
- ...is a team player who manages the tax team to greater... ...plans, and works with the accounting and leadership teams... ...and driving the successful function of the tax team... ...partners and staff to meet client expectations.... ...Generous healthcare benefits. Several options are...Full timeTemporary workFlexible hoursWeekend work
- ...Tax Manager - Walnut Creek, CA Walnut Creek, CA,... ...plans, and works with the accounting and leadership teams... ...and driving the successful function of the tax team... ...partners and staff to meet client expectations.... ...Generous healthcare benefits. Several options are...Full timeTemporary workFlexible hoursWeekend work
$238k - $362.6k
...assurance firm, providing clients with a genuine... ...Tilly Advisory Group, LP and Baker... ...network of independent accounting and business... ...impact on the firm's success. Additionally, you... ...incentives areas Manage client engagement... ...compensation and benefits package to eligible...Local areaWorldwide- ...fastest growing public accounting firms? Would you like the... ...an expert for your clients? If yes, consider joining... ...direct impact on the firm's success. Additionally, you will... ...mentor and coach to a group of talented staff,... ...and incentives areas. Manage client engagement staffing...Local area
$100k - $185k
...Senior Tax Manager Due to continuing growth, our... ...sleeves tax review and client advisory, the role requires... ...s vision. Platform Accounting Group is a rapidly growing... ...services to small and medium sized businesses... ...compensation Paid medical benefits and 401(k) Autonomy...Work experience placementWork at officeLocal areaRemote workFlexible hours- ...Accounting Specialist Join Our Team at StoragePRO Management! StoragePRO management is a rapidly growing... ...of our people. Our success is built on the passion... ...statements, respond to client, vendor and customer... ...compensation and generous benefits package including 401k...Work at officeImmediate start
- ...developmental disabilities Industry Non-Profit Organization Management Type Non Profit Founded 2019 Employees 501-1000... ...portfolio that spans various critical functions, and the successful candidate will be a change agent with a future-focused perspective...Flexible hours
- Overview Financial Planning Manager (High-Net-Worth Clients) Department: Financial Planning Reports To... ...planners Establish clear expectations, accountability standards, and performance metrics... ...builds scalable, repeatable system Success Metrics Within 6-12 Months, Success...
$140k - $200k
...Morgan Stanley Wealth Management provides holistic financial... ...Advisors and clients to make confident decisions... ...200,000 per year. The successful candidate may be... ...compensation plan. Benefits Morgan Stanley offers... ...vision, health savings account, dependent day care savings...Temporary work$70k - $75k
...Objective: The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group... ...accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge...$250k - $300k
...Operations, Employee Benefits reports to the Vice President... ...Operations, West & Client Retention and will... ...overall health and success of the Division by... ...involves developing account management talent and strengthening... ...that are defined as small group, under 20 lives, middle...Immediate startFlexible hours- ...Performance. Excellence, Value. Founded in 1997, our success is built on our relationships with our clients and our ability to deliver real value. ITCO... ...value. The ITCO team works directly with the hiring manager to understand requirements so we can deliver a consultant...For contractorsFor subcontractor
$130k - $160k
...for a Tax Supervisor to join a small, experienced team at an... ...firm is built around long-term client relationships, proactive planning... ...of senior production and early management. It's well-suited to a Senior CPA who's been in public accounting for at least 5 years experience...Full timeWork at office$130k - $160k
...for an independent CPA firm in Walnut Creek, CA. The ideal candidate will have over 5 years of public accounting experience, focusing on complex tax returns and client interactions. The role involves leading junior staff and proactive tax planning. Offered compensation...Full timeWork at office$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (... ...of assigned finance and accounting outsource engagements. Responsibilities... ...in networking and industry groups. Identify new... ...% of the time. Salary and Benefits Individual salaries offered...Work at office- A leading real estate team is seeking a Director of Real Estate Operations to manage day-to-day operations and oversee client services. This role involves leading agents and administrative staff, ensuring market compliance and enhancing team performance. The ideal candidate...Full time
$2,200 - $2,605 per week
...Registered Nurse (RN) | Case Manager Location: Walnut Creek, CA Agency: job.com... ...(if eligible) Medical, Dental, Vision benefits 401(k) options Dedicated recruiter... ...because we’re dedicated to their wellness and success, further lessening the burden and stress...Weekly payFull timeContract workLocal areaImmediate startShift work$2,400 - $2,700 per week
...Registered Nurse (RN) | Case Manager Location: Walnut Creek, CA Agency: job.com... ...is proud of the support and competitive benefits we offer our clinical talent. We recognize... ...we’re dedicated to their wellness and success, further lessening the burden and stress...Weekly payFull timeContract workImmediate startShift work- ...PROFILE POSITION TITLE : Tax Manager and Tax Supervisor... ...Oakland, Walnut Creek OUR CLIENT : RINA Accountancy Website: In business since... ...salaried, full time position with benefits. The position is listed... ...and problem-solving skills Success and interest in business development...Permanent employmentFull timeWork at officeLocal areaFlexible hours
- ...role involves delivering tax advisory and compliance services, mentoring staff, and developing client relationships. Ideal candidates will have a Bachelor's degree in accounting or law, a CPA or JD, and at least 8 years of relevant experience, including supervisory roles...Flexible hours
$2,600 - $2,700 per week
...Registered Nurse (RN) | Case Manager Location: Walnut Creek, CA Agency: job.com... ...is proud of the support and competitive benefits we offer our clinical talent. We recognize... ...we’re dedicated to their wellness and success, further lessening the burden and stress...Weekly payFull timeContract workImmediate startShift work$2,600 - $2,700 per week
...Registered Nurse (RN) | Case Manager Location: Walnut Creek, CA Agency: job.com... ...is proud of the support and competitive benefits we offer our clinical talent. We recognize... ...we’re dedicated to their wellness and success, further lessening the burden and stress...Weekly payFull timeContract workImmediate startShift work
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