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.
$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...Private clientFlexible hours- ...is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on... ...delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead engagements...Private clientLocal area
- EisnerAmper seeks a Tax Senior Manager to lead Private Client Services, overseeing complex tax engagements for ultra-high net worth individuals and families. The role blends technical tax excellence with client service, business development, and mentorship in a flexible...Private clientRemote jobFlexible hours
- The Personal Lines Account Manager / Private Client Advisor provides proactive, high-level service and support to Producers and clients. This role is responsible for coordinating and managing day-to-day client service activities, including new business, renewals, policy...Private clientWork at office
- EisnerAmper is seeking an experienced tax professional for our Dallas Private Client Services team. You will train and supervise associates, prepare and review tax returns for individuals and entities, and build strong client relationships with firm leadership. The role...Private client
- Whorton Insurance Services is seeking a Private Client Personal Lines Account Manager for a full-time hybrid role in Austin, Texas. In this position, you'll manage a portfolio of high-value clients, ensuring exceptional service and tailored insurance solutions to meet diverse...Private clientFull timeWork from homeFlexible hours
- ...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 area
- ...leading tax-focused practice within EY's Financial Services Organization, serving US and global clients across Banking, Wealth, Insurance, and more. This role... ...team and a focus on specialized tax services for privately held companies and owners. We provide support to...Private clientFlexible hours
$141k - $290k
...looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance... ...compliance, planning and consulting at a public accounting firm. Required Qualifications Bachelor’s...Private clientFlexible hours- ...Health insurance Help or transport service Paid time off Training &... ...Insurance has been a trusted partner to clients across local, national, and global... ...Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based...Private clientFull timeLocal areaRemote workWork from homeFlexible hours
- ...6-07-23Closes: 2027-07-23Job Summary:Private Client Services at BDO is a boutique practice within... ...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
- ...different and how you can thrive as an Account Manager at McGriff , a division of Marsh... ...employee health & benefits, retirement, and private client insurance solutions to organizations... ...America, we combine the personalized service model of a local consultant with the global...Private clientWork at officeLocal areaNight shift
$125k - $191k
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ....com. Position Profile Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client Services...Private clientFlexible hours- ...presence among professional services organizations. You'll... ...working with extraordinary clients spanning every industry, regardless... ...success! The Role Managers in our Private Client Services (PCS) practice... ...work experience in an accounting firm, with at least 3 years...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...largest and fastest growing accounting and advisory firms in... ...the flexibility to manage your days in support... ...impactful relationships with clients and maintain... ...effective delivery of tax services. Hold self and direct... ...local law. About our Private Client Services (PCS)...Private clientTemporary workLocal area
- ...About the Role As High Net Worth Personal Lines Account Manager , you join an established service team that is growing and at capacity with current... ...offers a challenging step forward with an emphasis on private client insured. Here are additional job specs: Agency:...Private clientLong term contractPermanent employmentContract workTemporary workImmediate startWork from home
- ...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
- Frost Insurance Agency is hiring a Personal Lines Account Manager in Texas to market, service, and support Producers and Account Executives. You will analyze quotes, review policies, and handle policy service while expanding assigned accounts. The role requires at least...Work at office
- ...brokerage in Austin, TX is seeking a Commercial Lines Account Manager to provide support to Producers for maintaining and servicing commercial lines accounts. Responsibilities... ...terms with carriers, and ensuring smooth client communications. The ideal candidate should have...
- CoVerica is seeking a licensed Account Manager in Fort Worth, TX, to support existing clients and drive new business opportunities. You will review coverage, process... ...policy changes, and deliver exceptional customer service while contributing to process improvements and...
$103.95k - $127.05k
...are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to... ...regulations. Acting as a trusted financial services partner and primary point of... ...service needs and day‑to‑day account management to ensure a seamless...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Senior Employee Benefits Account Manager Senior Employee Benefits Account Manager 1 day ago... ...employee health & benefits, retirement, and private client insurance solutions to organizations... ...America, we combine the personalized service model of a local consultant with the...Private clientFull timeWork at officeLocal areaNight shift
- ...is seeking a motivated Commercial Lines Account Manager for our Bellville, TX office. The role... ...insurance business while actively serving clients and ensuring effective communication.... ...will have over 3 years of customer service or sales experience in the P&C insurance...Work at office
- RSM US LLP, a leading professional services firm, seeks a Senior Tax professional for its... ...staff. The role requires 5+ years in public accounting or family office taxation, CPA/EA/JD,... ...strong communication skills. A diverse client base and opportunity for growth are offered...Private clientWork at office
- ...EstatePosted: 2026-09-01 JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt... ...Client Insurance Program, utilizing agency management system. These duties include but are not... ...Agency Workforce to ensure superior service to all MMA Clients. These activities include...Private clientContract workWeekend work
- Fringe Insurance Benefits Inc is seeking an Account Manager in Austin, TX to manage front-line relationships with HR leaders,... ...benefit plans, recommending strategies, and ensuring high service levels for the clients. Responsibilities include renewal support, data...Full time
- ...Job Description Job Description Personal Lines Account Manager – High Net Worth | Private Client | VIP Location: Houston, TX (Hybrid) Top retail... ...Private Client | VIP experience to deliver exceptional service and manage both the new and renewal process....Private client
- ...hard problems alongside talented, mission-driven people, we invite you to help us build a safer future for humanity. As an Account Manager, Client Development & Renewals, you will be tasked with owning a book of existing customer accounts and driving both renewal...Base plus commissionHome officeFlexible hours
- ...The Baldwin Group, is seeking an AVP, Account Executive for Financial Lines to lead renewal... ..., marketing submissions and advisory services for private company clients. You will collaborate with Producers, Claims, and Account Managers to meet production goals and deliver...Private client
- ...Tilly Advisory Group in Frisco, TX seeks a Private Equity Fund Services (PEFS) Manager to oversee day-to-day private equity client deliverables, including quarterly... .... The role requires strong private equity accounting and leadership to manage a team of seniors...Private client
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