NewAccount Executive, Business Development/Client Services (Finance & Accounting Staffing) Vaco LLCAccount Executive, Business Development/Client Services (Finance & Accounting Staffing)Milwaukee, WI$60,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSafety Manager (Construction) JobotSafety Manager (Construction)Milwaukee, WI$100,000–$140,000 / yearInformation 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. Job Details: We are seeking a dynamic, experienced, and dedicated individual to join our team as a Permanent Safety Manager in the Heavy Civil Construction sector.
NewSenior Project Manager JobotSenior Project ManagerMilwaukee, WI$110,000–$135,000 / yearInformation 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. We have strong roots in the area and offers a range of services including pre-construction, construction, post occupancy and value engineering for commercial, financial, industrial, retail, and other markets.
NewTax Manager JobotTax ManagerVernon, WI$100,000–$125,000 / yearInformation 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. Lead and mentor a team of tax professionals while reviewing a wide range of tax returns (including Corps, Partnerships, Individuals, Trusts, and multi-state filings).
NewProject Manager JobotProject ManagerWaukesha, WI$100,000–$120,000 / yearInformation 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. Proficient in project management, contract negotiation, budgeting, contract management, team leadership, time management, and customer service.
NewConstruction Project Manager JobotConstruction Project ManagerKenosha, WI$95,000–$125,000 / yearInformation 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. Qualifications: Minimum of 5 years of experience as a Project Manager, Construction Project Manager, or New Construction Project Manager in the commercial construction industry.
NewSenior Project Manager (Healthcare) JobotSenior Project Manager (Healthcare)Butler, WI$110,000–$150,000 / yearInformation 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. We are seeking a highly motivated and experienced Senior Project Manager to lead healthcare construction projects, while playing a critical role within our organization helping manage the division.
NewProject Manager (Heavy Civil Construction) JobotProject Manager (Heavy Civil Construction)South Milwaukee, WI$110,000–$150,000 / yearInformation 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. As a Project Manager you will play a crucial role in overseeing the planning, execution, and delivery of construction projects from conception to completion.
NewMechanical Project Manager JobotMechanical Project ManagerPort Washington, WI$135,000–$190,000 / yearInformation 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. Our teams support technically demanding projects across healthcare, commercial, and institutional markets, partnering closely with clients to deliver high-quality, efficient solutions.
NewProject Manager (Self-perform Carpentry) JobotProject Manager (Self-perform Carpentry)Pewaukee, WI$100,000–$140,000 / yearWe handle the full spectrum of project delivery — from pre-construction planning, design/build, and budgeting, through construction management, self-performed work (including demolition, concrete, carpentry, and drywall/steel-studs), and project close-out. 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.
Territory Manager II Swisher International, Inc.Territory Manager IIWaukesha, WIWith a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.
NewCustomer Service Manager Collins Law Firm, LLCCustomer Service ManagerPewaukee, WI$50,000–$65,000 / yearWe all work hard to earn some money that will give us and our loved ones experiences that make life memorable: being able to work at things we enjoy; making memories on vacation with family; doing activities that make us happy; giving our children opportunities in a world that is becoming more and more competitive. Self-motivated problem solver: Works independently, takes ownership, and makes smart judgment calls without needing constant direction; thrives in a growing firm where systems are improving.
NewRegional Sales Manager - Northern Florida NucorRegional Sales Manager - Northern FloridaJackson, WIThis role focuses on developing and maintaining strong relationships with dealers, end users, and key industry stakeholders while expanding market presence throughout the assigned territory of Northern Florida. SUMMARY: The Regional Sales Manager is responsible for driving revenue growth, profitability, market share, and brand visibility for Rytec within the high-speed door industry.
NewRegional Sales Manager - Northern California NucorRegional Sales Manager - Northern CaliforniaJackson, WIThis role focuses on developing and maintaining strong relationships with dealers, end users, and key industry stakeholders while expanding market presence throughout the assigned territory of Northern California. SUMMARY: The Regional Sales Manager is responsible for driving revenue growth, profitability, market share, and brand visibility for Rytec within the high-speed door industry.
HR Manager Kforce Inc.HR ManagerBurlington, WI$90,000–$130,000The Human Resource Manager will lead and direct the routine functions of the Human Resources (HR) department, including the facilitating of hiring and interviewing staff, administering pay, benefits, and leave, and enforcing company policies and practices. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewProduct Marketing Manager Kforce Inc.Product Marketing ManagerMenomonee Falls, WI$100,000–$130,000Summary: The Product Marketing Manager is responsible for leading product marketing efforts for our client, developing and executing go-to-market and sustainment strategies that drive awareness, demand, and adoption of our products and system solutions. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewProject Manager (Construction) JobotProject Manager (Construction)Menomonee Falls, WI$100,000–$140,000 / yearInformation 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. Proven experience (5+ years) as a Construction Project Manager, with a track record of successfully completing projects of various sizes and complexities.
NewAssistant Branch Manager - Lake Geneva, WI Wintrust FinancialAssistant Branch Manager - Lake Geneva, WISpringfield, WI$26–$32We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. As the Assistant Branch Manager, you will assist the Branch Manager in delivering superior financial results and best in class customer service by creating a proactive sales and service environment and maximizing employee productivity and effectiveness.
NewMercantile Hall Sales Manager Mercantile HallMercantile Hall Sales ManagerBurlington, WIMercantile Hall is owned and operated by BEDO Brands, a collection of award-winning brands that focuses on hospitality in the wedding industry, and boasts of incredible sibling brands, including 10 South and Bon Bon Belle Bridal Boutique. We are seeking a full-time Sales Manager to lead tours, schedule events, and guide couples into their planning journeys smoothly.
NewTravel Nurse RN - Case Manager - $3,006 to $3,076 per week in Burlington, WI TravelNurseSourceTravel Nurse RN - Case Manager - $3,006 to $3,076 per week in Burlington, WIBurlington, WI$3,006–$3,076.40Registered Nurse license issued by the state in which the team member practices, and Basic Life Support (BLS) for Healthcare Providers certification issued by the American Heart Association (AHA) needs to be obtained within 6 months unless department leader has determined it is not required, and. • Must be able to sit, stand, walk and climb stairs for limited to prolonged periods of time to complete required paperwork, gain entry to patients' residences, travel from assigned visits and attend a variety of work related activities.
NewSenior Manager Enterprise Insights - Consumer & Client Research Northwestern MutualSenior Manager Enterprise Insights - Consumer & Client ResearchShorewood, WIRemote$89,360–$134,040 / yearPerform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
NewSenior Project Manager/ Project Executive JobotSenior Project Manager/ Project ExecutiveMilwaukee, WI$130,000–$150,000 / yearInformation 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. We operate at every scale, from mid-size builds to landmark $100M+ developments, and we're proud of the talent we've cultivated and the long-term relationships we've built with clients and communities alike.
NewSenior Manager of Advisor Insights Northwestern MutualSenior Manager of Advisor InsightsMilwaukee, WIRemotePerform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
NewCase Manager - Drug Treatment Court (DTC) Wisconsin Community ServicesCase Manager - Drug Treatment Court (DTC)Milwaukee, WIEngage in supervision case management activities, including but not limited to: reviewing applications and discussing with the Supervisor and Drug Court Team, completing all required assessments prior to admission and intake and following through on the results; conducting new intakes and explaining the program components to participants, conducting face-to-face supervision appointments with participants to monitor compliance/non-compliance with all phase requirements and terms of supervision, refer to supportive services based on need, routine alcohol and drug testing, working with local treatment providers to ensure participants’ enrollment in and compliance with treatment, and monitor all participants’ compliance with all related fees (program, court, treatment), etc. Other responsibilities include providing routine updates and working collaboratively with the Drug Treatment Court Staffing Team, which includes the Drug Court Judge, as well as a representative from the District Attorney’s Office, Public Defender’s Office, Department of Corrections (DOC) and Waukesha County Health and Human Services (WCHHS).
NewCommercial Lines Account Manager Steffens Insurance GroupCommercial Lines Account ManagerMilwaukee, WI$65,000–$85,000 / yearMaintain complete, accurate account records in the agency management system — every activity logged, every document filed, every follow-up tickled so nothing falls through and the next person who opens the account knows exactly where things stand. We handle the complexity most small-market agencies hand off — full commercial and personal lines P&C through SIG, combined with sophisticated financial planning through V3 Financial, for clients who’ve been with us long enough to refer their kids.
NewOperations Manager Steffens Insurance GroupOperations ManagerMilwaukee, WI$40,000–$55,000 / yearWe handle the complexity most small-market agencies hand off — full commercial and personal lines P&C through SIG, combined with sophisticated financial planning through V3 Financial, for clients who’ve been with us long enough to refer their kids. You'd report to the Director of Operations and own the infrastructure that keeps compliance clean, systems running, people paid correctly, and the hiring pipeline moving.
NewCase Manager - Community Support Program (CSP) Wisconsin Community ServicesCase Manager - Community Support Program (CSP)Milwaukee, WIProvide ongoing assessment and treatment planning, case management, supportive psychotherapy, symptom management, medication monitoring, and crisis intervention including afterhours hotline coverage to clients with serious and persistent mental illness and co-occurring substance use. Frequent home visits and transporting of clients (with their belongings, in some cases) in the community using staff’s personal vehicle and/or agency-issued van; program policy requires driving the agency van in specific circumstances.
NewAssistant Residential Manager 2nd shift/Every Other Weekend- Starting Pay $23 St Coletta of WisconsinAssistant Residential Manager 2nd shift/Every Other Weekend- Starting Pay $23Jefferson, WIHigh School Diploma or equivalent, one to three years related work experience preferred, or an equivalent combination of training or experience upon hire or promotion. RequirementsRequired Competencies: This position also requires proficiency of all DSP competencies at all levels.
Project Manager - Design/Build Commercial Construction Michael Page USAProject Manager - Design/Build Commercial ConstructionWaukesha, WI$100,000–$125,000 / yearFull timeThis firm is known for providing strong service to repeat clients, while providing internal staff with strong work life balance. Lead planning, budgeting, and scheduling for commercial construction projects from preconstruction through closeout.
Senior Customer Operations Manager UlineSenior Customer Operations ManagerKenosha, WIFull timeAs a Senior Customer Operations Manager, continue this legacy by empowering our team to minimize order delays and deliver the exceptional experience our customers love. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
NewFixed Income Trader Consultant - Remote Northwestern MutualFixed Income Trader Consultant - RemoteGreendale, WIRemote$89,360–$134,040 / yearJoin the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.
Client Service Manager GallagherClient Service ManagerBrookfield, WisconsinFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. From guiding the renewal process to mentoring team members, you’ll play a key role in delivering high-quality solutions.
Associate Client Service Manager GallagherAssociate Client Service ManagerBrookfield, WisconsinFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsMilwaukee, WIWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.
Manager, Client Accounting Services, Small Business Baker Tilly Virchow KrauseLLPManager, Client Accounting Services, Small BusinessMilwaukee, WI$84,350–$159,920 / yearBachelor's Degree in Accounting required • CPA and/or MBA preferred • Public Accounting experience a plus • Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred • Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records • Excellent understanding of Generally Accepted Accounting Principles (GAAP) • Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook • Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Virchow KrauseLLPManager, Client Accounting Services (CAS) - Not for ProfitMilwaukee, WI$67,000–$159,920 / yearp>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeMilwaukee, WI$67,000–$159,920 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Onboarding Manager, Client Accounting Services Baker Tilly Virchow KrauseLLPOnboarding Manager, Client Accounting ServicesMilwaukee, WI$123,840–$234,770 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLCManager, Accounting Advisory Services - Nonprofit Industry ClientsMilwaukee, WisconsinRemoteFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, Client Accounting Services (CAS) - Not for ProfitMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesMilwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMilwaukee, WI$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesWI$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesWI$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.