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

Commercial Lines Account Manager

$130k - $180k

Jobot

Employee centric firm with low busy season hours and quarterly bonuses!

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $130,000 - $180,000 per year

A bit about us:

We are a premier accounting and business advisory firm with a focus on providing personalized, high-quality services to our clients. With over 50 years of experience, our team has built a reputation for delivering expert advice and innovative solutions to businesses and individuals in the Northern Virginia and Washington DC metropolitan areas. Our highly qualified professionals are committed to understanding each client's unique needs and providing tailored solutions to help them achieve their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews and satisfaction along with a great work/life balance.

Why join us?
  • Base Salary: $130,000 - $180,000
  • Quarterly bonuses
  • Paid Holidays
  • 401k
  • PTO
  • Shortened seasonal work weeks
  • Profit-sharing plan
  • HSA-compatible health plan
  • Life insurance

Job Details

Job Description:

We are seeking a dynamic and experienced Tax Manager to join our team. As a Tax Manager, you will play a key role in leading and managing audit engagements, ensuring high-quality service delivery, and fostering strong client relationships.

Responsibilities:
  • Preparing and reviewing a variety of tax returns for multiple clients
  • Demonstrating passion for this unique tax area.
  • Identifying tax planning and consulting opportunities.
  • Developing a relationship with and maintaining contact with clients.
  • Proactively communicating with and managing other staff assigned to the projects.
  • Working on complex accounting and/ or tax issues.
  • Mentoring and training staff.
  • Serving as a resource for CST partners on general returns
Qualifications
  • MS in Taxation, MPA or BS in Accounting
  • Must have CPA license and 5-7 years of public accounting experience
  • Excellent client service skills, strong oral, written and presentation skills and leadership ability

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Commercial Lines Account Manager in Walnut Creek, CA vacancy
  •  ...Job Description Job Description Commercial Lines Account Manager - Account Executive Salary: $90,000-105,000K (Depends on experience, knowledge, and training) Location: Walnut Creek, CA (remote for local candidates) Independent insurance agency is in search... 
    Commercial
    Part time
    Work at office
    Local area
    Remote work

    APR

    Walnut Creek, CA
    2 days ago
  • Australia-Employment is seeking a Commercial Lines Account Manager to build strong relationships and manage client accounts in Walnut Creek, CA. The role requires a strong insurance background with at least 3-5 years in account management. Successful candidates will provide... 
    Commercial

    Australia-Employment

    Walnut Creek, CA
    3 days ago
  • $125k - $150k

    Jobot is seeking a Commercial Lines Account Manager in Walnut Creek, California. The role involves building strong client relationships, assisting with business renewals, and providing technical advice to ensure client needs are met. This position requires a minimum of... 
    Commercial

    Jobot

    Walnut Creek, CA
    1 day ago
  • $75k - $105k

    Insurance Office of America is seeking an Account Manager for Commercial Lines in California. This position involves managing a book of business, ensuring retention, and supporting new business. The ideal candidate will have extensive account management experience and... 
    Commercial
    Remote job
    Work at office

    Insurance Office of America

    Alamo, CA
    4 days ago
  • $80k - $90k

    Foundation Risk Partners is seeking a Commercial Lines Account Manager - Surety to join their team in Napa, CA. This role involves providing exceptional customer service and ensuring compliance with Surety bond requirements. The ideal candidate should possess an active... 
    Commercial

    Foundation Risk Partners

    Walnut Creek, CA
    10 hours ago
  • $70.3k - $75k

    Account Manager - Personal Lines Company: Insurance Office of America. Fully remote for California or Nevada based candidates. Please note: if this...  ...performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients.... 
    Commercial
    Remote work

    Insurance Office of America

    Alamo, CA
    3 days ago
  • $80k - $90k

    Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their team in Napa, CA Metro Region. Job Summary The Commercial Lines Account Manager - Surety collaborates... 
    Commercial

    Foundation Risk Partners

    Walnut Creek, CA
    5 days ago
  • $70k - $75k

    Objective The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts...  ...’s degree preferred. 3+ years of experience in commercial lines account management. Active P&C license required. Strong... 
    Commercial
    Local area

    Heffernan Insurance Brokers

    Walnut Creek, CA
    2 days ago
  • $75k - $105k

    Title: Account Manager - Commercial Lines Remote: for California residents, Los Angeles County area (strongly preferred) Supporting: Los Angeles, CA Region | Book Focus: Generalist, Construction, OR Entertainment Please note: If this position is posted as either fully... 
    Commercial
    Remote work

    Insurance Office of America

    Alamo, CA
    1 day ago
  • $43k - $93k

     ...our ongoing growth and success. What We’re Looking For The Account Manager manages the overall client relationship by providing strategic...  ...experience in the insurance industry with a focus on commercial lines of coverage is required. Bilingual (Spanish/English) a plus... 
    Commercial
    Work at office
    Local area

    Relation Insurance Services

    Pleasant Hill, CA
    3 days ago
  •  ...Job Description Job Description Description Senior Commercial Lines Account Manager Overview We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real... 
    Commercial
    Work experience placement
    Work at office

    The Misch Group

    Walnut Creek, CA
    6 days ago
  • A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not... 
    Commercial
    Work at office
    Remote work

    The Misch Group

    Walnut Creek, CA
    10 hours ago
  • $90k - $130k

     ...Commercial Lines Account Executive Job Summary Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This role involves managing a robust book of business with a focus on Construction, Technology, and Real Estate accounts.... 
    Commercial

    Jonus Group

    Walnut Creek, CA
    4 days ago
  • $70k - $75k

    Heffernan Insurance Brokers is seeking a Commercial Account Manager to manage a book of small commercial accounts in Walnut Creek, California. The ideal candidate will have strong communication skills, a detailed-oriented approach, and at least 3 years of experience in... 
    Commercial

    Heffernan Insurance Brokers

    Walnut Creek, CA
    2 days ago
  • $43k - $93k

    Relation Insurance Services in Pleasant Hill, California, is seeking an experienced Account Manager to manage client relationships, provide strategic insurance advice, and ensure alignment with clients' long-term goals. The role requires at least 5 years of experience in... 
    Commercial

    Relation Insurance Services

    Pleasant Hill, CA
    3 days ago
  • Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a designated book of business. This role, based in California, requires candidates to coordinate customer service and administrative activities while ensuring account retention. The... 
    Commercial
    Remote job

    Insurance Office of America

    San Ramon, CA
    3 days ago
  • Alliant Insurance Services seeks a professional in Walnut Creek, CA to provide customer service for large market accounts. Responsibilities include managing client relationships, supporting Producers with new business, renewing existing policies, and leading client engagement... 
    Commercial

    Alliant Insurance Services

    Walnut Creek, CA
    3 days ago
  •  ...Job Description Job Description • Minimum 5+ years of experience in Commercial Lines Insurance • Current California Insurance License • Insurance Coverage knowledge required for all sized accounts • Strong customer service skills is mandatory-we want someone who... 
    Commercial

    DHW Insurance Brokers

    Walnut Creek, CA
    18 days ago
  •  ...service of assigned customers and/or policies on large market accounts. Supports Producer in soliciting new business and other Producer...  ...supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of large market... 
    Commercial
    Work experience placement
    Work at office
    Local area
    Immediate start

    Alliant Insurance Services

    Walnut Creek, CA
    3 days ago
  • $43k - $101k

     ...Responsibilities Manages and maintains relationships with high‑net‑worth clients, serving as their primary point of contact for all personal...  ...field preferred. Minimum 5 years’ experience in personal lines insurance with a focus on high‑net‑worth clients. Comprehensive... 
    Work at office
    Local area

    Relation Insurance Services, Inc. - RISI

    Pleasant Hill, CA
    1 day ago
  • A reputable insurance company is seeking an Account Manager for Personal Lines to oversee client service and communication. This fully remote position is ideal for candidates in California or Nevada. Responsibilities include managing insurance policies, ensuring client... 
    Remote job
    Work at office

    Insurance Office of America

    Alamo, CA
    2 days ago
  • $70k - $75k

    Heffernan Group in Walnut Creek is seeking a Commercial Account Manager to manage small commercial accounts. In this role, you will be the primary...  ...3 years of account management experience in commercial lines and possess strong communication skills. Join us in redefining... 
    Commercial
    Remote job

    Heffernan Group

    Walnut Creek, CA
    1 day ago
  • $75k - $82k

     ...Job Title: Assistant Commercial Lines Account Manager Location: Walnut Creek, CA Full-Time Pay Structure: $75,000 - $82,000/year About the Role: A growing insurance brokerage is seeking an Assistant Commercial Lines Account Manager to support its high-performing Commercial... 
    Commercial
    Full time
    Work at office

    The Misch Group

    Walnut Creek, CA
    4 days ago
  •  ...looking for a Property and Casualty licensed Associate Commercial Lines Client Service Manager to join our team supporting middle market clients. In this...  ...~401(K) and Roth options ~ Tax-advantaged accounts (HSA, FSA) ~ Educational expense reimbursement ~ Paid... 
    Commercial
    Full time
    Live out
    Work at office
    Local area
    Flexible hours
    Shift work

    Gallagher

    Walnut Creek, CA
    3 days ago
  •  ...aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.**THE OPPORTUNITY:**The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives,... 
    Commercial
    Work at office
    Flexible hours

    HUB International

    San Ramon, CA
    3 days ago
  •  ...An established insurance brokerage is seeking a Senior Commercial Lines Account Manager to manage complex accounts in real estate and related industries. This hybrid role emphasizes client relationships rather than sales, requiring 7–10+ years of account management experience... 
    Commercial

    The Misch Group

    Walnut Creek, CA
    5 days ago
  • Arthur J. Gallagher & Co. (AJG) is seeking a Property and Casualty licensed Associate Commercial Lines Client Service Manager in Walnut Creek, CA. This role involves managing client relationships, guiding the renewal process, and ensuring compliance with industry standards... 
    Commercial
    Work at office

    Arthur J. Gallagher & Co. (AJG)

    Walnut Creek, CA
    2 days ago
  • Gallagher is seeking an Associate Commercial Lines Client Service Manager in Walnut Creek, California. The role involves managing client relationships, guiding the renewal process, and mentoring team members to deliver high-quality solutions. Qualified candidates will have... 
    Commercial
    Work at office

    Gallagher

    Walnut Creek, CA
    2 days ago
  • Insurance Office of America seeks an Operations Supervisor for their Commercial Lines department. The role covers leadership and oversight of Account Management staff with responsibilities for team performance, compliance, and service excellence. The ideal candidate will... 
    Commercial
    Remote job

    Insurance Office of America

    Alamo, CA
    10 hours ago
  •  ...entrepreneurs and leaders recognized for their excellence throughout the insurance community THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business. The Account Manager I facilitates positive and... 
    Work at office
    Local area

    HUB International

    San Ramon, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Lines Account Manager. Be the first to apply!