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You'll collaborate closely with attorneys, wealth managers, trustees, executors, business owners, and family offices to help clients navigate the complexities of preserving and transferring wealth while minimizing tax exposure. Our client, an award-winning and rapidly growing tax advisory firm, is seeking an experienced Trust & Estates Tax Manager to join its expanding wealth advisory and tax practice.

YEAR

Wertz & Associates

Trust & Estates Tax Manager, CPA

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Benefits include multiple medical plan options, dental and vision coverage, health savings and flexible spending accounts, company-paid life and disability insurance, retirement savings programs with employer contributions, paid parental leave, generous paid time off, employee merchandise discounts, wellness resources, and additional voluntary benefits. Collaborate cross-functionally with Marketing, Merchandising, Product, Inventory, Creative, and Operations teams to establish priorities, allocate resources, and execute seasonal resets across all store formats.

Emerging Blue, Inc.

Sr. Manager, Visual Merchandising

HaleyMarketing

This is not a deep technical design role: the successful candidate will have an engineering background sufficient to follow system-level conversations and technical documentation, but will spend the majority of their time on communication, coordination, translation and interpretation, project management, and relationship stewardship, ensuring that technical intent, schedule commitments, and business terms translate cleanly across language and culture in both directions. This role sits at the intersection of technical collaboration and relationship management, supporting the design, procurement, and operational coordination of complex electromechanical systems — including neutral beam injection and high-power power supply systems — developed jointly with partners in Japan.

Realta Fusion

Japan Technical Partnerships Manager

FULL_TIME

This is a true player-coach role where you'll lead by example, set appointments, coach team members, and help build a high-performing inside sales culture. This is a leadership opportunity for someone who loves competition, thrives in a metrics-driven environment, and wants to directly impact company growth while developing their own leadership career.

HOUR

Storm Guard Madison

Call Center Manager/Leader

Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Handle multiple internal and externally sponsored projects and daily activities, manage to and meet deadlines, and develop & track plans on how to accomplish departmental and distribution goals.

Jones Lang LaSalle Inc

Maintenance Manager

It's an opportunity to become a key advisor to affordable housing developers, ownership groups, real estate operators, syndicators, and nonprofit organizations while leading sophisticated assurance, tax, and advisory engagements focused on the affordable housing and real estate sectors. Our client, a leading public accounting and advisory firm recognized as a Great Place to Work® , is seeking an experienced Real Estate Supervisor to join its growing Real Estate and Affordable Housing practice in Madison.

Real Estate Supervisor (LIHTC)

Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services. RM III: 8+ years business banking experience; strong credit skills with the ability to effectively process and manage more complex business loans; proven sales track record, possesses solid prospecting abilities, with superior client servicing and follow-through skills.

Johnson Financial Group

Business Banking Relationship Manager (RM)

Successful team members combine strong relationship-building skills with technical expertise to help customers solve real-world traffic challenges and improve transportation systems. This role is responsible for identifying market opportunities, developing relationships with industry contacts, and growing revenue through direct sales to customers throughout the region.

Wavetronix

Sales Manager (Upper Midwest)

As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. You will play a key role in the conceptual development, scheduling, and successful implementation of projects, ensuring they are completed on time, within scope, and on budget.

A provider of critical infrastructure systems, EMCOR gives life to new structures and sustains life in existing ones by its planning, installing, operating, maintaining, and protecting the sophisticated and dynamic systems that create facility environments—such as electrical, mechanical, lighting, air conditioning, heating, security, fire protection, and power generation systems—in virtually every sector of the economy and for a diverse range of businesses, organizations, and government.

EMCOR Group Inc

HVAC Controls Project Manager

SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients.

SVA Careers

HNW/Trust and Estates Manager

Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season. SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.

Sr. Manager (Tax)

This role combines strategic program leadership, field engagement, continuous improvement, training, risk management, and stakeholder influence to help prevent serious injuries, illnesses, and fatalities across our organization. Purpose-Driven Work: We're energized by meaningful and challenging work that contributes to the greater good, from powering everyday life to grid modernization.

American Transmission Company

Sr. Safety Program Manager

Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. Models and shares customer service best practices with all team members to deliver a distinctive and joyful patient experience, including interpersonal habits that show care (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., demonstrating curiosity to identify needs and proactively helping, servicing until satisfied, championing empathy and inclusivity, etc.).

Founded over a century ago in 1901, we have a rich and colorful history of continuous improvement and innovation at Walgreens. From inventing the world’s first chocolate malted milkshake to the creation of one of the most popular and sophisticated mobile applications in retail shopping today, we have transformed ourselves into a leader within the retail and drug industry.
Walgreens, one of the nation’s largest drugstore chains, is included in the Retail Pharmacy USA Division of Walgreens Boots Alliance, Inc., the first global pharmacy-led, health well being enterprise.
At Walgreens you'll find a team positively energized by the unique talents, ideas, experiences and aspirations of every individual. In other words, you can be your authentic self in our stores, offices and other workplaces, and be comfortable and confident that what matters most here is doing your best to make health and well-being within reach for everyone on a daily basis.
Walgreens has a proud legacy of valuing diversity and fostering inclusion more than 100 years-strong, and we're still living that commitment. We intend to be recognized as a “Next Practices” company for diversity and inclusion – one whose cultures, people, perspectives and workplaces reflect the current and future customers we serve while delivering superior business performance.
Walgreens has over 9,500 stores in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Walgreen Co

Pharmacy Manager - Sign-On Bonus Available

Pharmacy Manager

Executive Storytelling & Reporting: Design and deliver high-impact Quarterly Business Reviews (QBRs) that translate complex usage metrics into actionable narratives, ensuring the platform's impact aligns with the customer’s clinical and financial objectives. Strategic Relationship Management: Serve as the primary point of contact for a portfolio of enterprise customers, building trust-based relationships with stakeholders from operational users to C-suite leadership to ensure measurable value and retention.

Open Roles

Senior Customer Success Manager

Decisions about product development strategy and how to turn a newly discovered molecule into a manufacturable, testable, regulatory-approvable medicine, sit at the center of how BMS delivers medicines to patients, and this attorney will be a trusted partner to senior business leaders as those decisions are made. The successful candidate brings excellent legal judgment, strong business development and transactional skill, and the ability to translate complex legal issues into clear, practical advice for senior executives, always prioritizing the urgent needs of patients.

Bristol Myers Squibb

Counsel, Global Product Development

Play a role, often with assistance from a more senior TM team member, of managing a treasury relation-ship from client presentation to implementation and subsequent support for ACH Manager, ACH and Check Positive Pay, Wire Manager, Remote Deposit Capture, Business BillPay, Mobile Banking and Mobile Deposit. Associates degree in accounting, finance, business or similar field and 1-2 years of equivalent experience or combination of education and experience or previous experience in a client focused role in banking (i.e. business lending, retail banking).

Lake Ridge Bank

Treasury Management Specialist

About the Role: The Management Liability Practice Leader is responsible for developing and executing a best-in-class value proposition addressing the diverse management liability needs of IOA clients, including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, and Kidnap & Ransom coverages. This role serves as IOA’s national subject matter expert, partnering with Producers, Account Managers, and leadership to deliver innovative coverage solutions, risk management strategies, market expertise, and consultative guidance that support client success and organizational growth.

Insurance Office of America

 Management Liability Practice Leader

Jobvite Talemetry Organic Easy Apply

We are seeking an experienced Account Manager with strong Third-Party Administrator (TPA) or claims experience to manage client relationships and drive performance across auto liability, general liability, and/or workers' compensation programs. This role serves as the key liaison between clients and internal claims teams, ensuring service excellence, operational efficiency, and strong program outcomes throughout the lifecycle of each account.

CBCS

Claims Account Manager

GreenHouseAPI

The Consumer Credit Underwriter ensures that all loans, extensions, modifications, renewals, subordinations and partial releases are underwritten according to the approved guidelines with the Bank's loan policy and are in compliance with applicable state and federal banking regulations. Identify and mitigate rate and procedural exceptions by working with the Relationship Manger, Regional Line of Business Leaders and/or Regional Credit Officer to clear loan exceptions or gain approval as necessary.

Relationship Manager Jobs in Madison, WI

Trust & Estates Tax Manager, CPA Wertz & Associates

Sr. Manager, Visual Merchandising Emerging Blue, Inc.

Japan Technical Partnerships Manager Realta Fusion

Call Center Manager/Leader Storm Guard Madison

Maintenance Manager Jones Lang LaSalle Inc

Real Estate Supervisor (LIHTC) Wertz & Associates

Business Banking Relationship Manager (RM) Johnson Financial Group

Sales Manager (Upper Midwest) Wavetronix

HVAC Controls Project Manager EMCOR Group Inc

HNW/Trust and Estates Manager SVA Careers

Sr. Manager (Tax) SVA Careers

Sr. Safety Program Manager American Transmission Company

Pharmacy Manager - Sign-On Bonus Available Walgreen Co

Pharmacy Manager Walgreen Co

Senior Customer Success Manager Open Roles

Counsel, Global Product Development Bristol Myers Squibb

Treasury Management Specialist Lake Ridge Bank

Management Liability Practice Leader Insurance Office of America

Claims Account Manager CBCS

Consumer Credit Underwriter Johnson Financial Group

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