19 client account manager jobs at 11 companies in Benson, AZ
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Client Service Manager
Tucson, Arizona, United States
$90k-$130k/yr HybridFull Time
7+ YOE7+ years in client service or relationship management within CPA or professional services firms; experience supporting high-net-worth clients; strong communication, judgment, organization; CPA preferred; MBA or advanced credentials strongly preferred.
Becker, LinkedIn Learning
2mo
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Client Executive - Commercial Lines
Phoenix or Chandler or Tucson
HybridFull Time
10+ YOERequires 10+ years national or large account experience, state property & casualty license, 1+ year Applied EPIC experience, strong communication and presentation skills, Microsoft Office proficiency, and ability to manage renewals and client relationships.
Applied EPIC, Microsoft Office Suite
2mo
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Tax Relationship Manager - Tucson
Tucson, Arizona, United States
OnsiteFull Time
6+ YOECPA required; Bachelor's in Accounting required (Master's preferred); 6+ years public accounting experience; client relationship management, business development, mentoring, and community involvement (15 hrs/month).
2mo
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Tax Relationship Manager - Phoenix
Phoenix or Las Vegas or Nogales or Tucson
OnsiteFull Time
6+ YOECPA required, Bachelor's in Accounting required (Master's preferred), 6+ years public accounting experience, client relationship management, leadership, tax law knowledge, and community involvement (15 hrs/month).
1mo
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Tax Manager/Director
Tempe or Denver or Albuquerque or Salt Lake City or Colorado Springs or Tucson
$107k-$175k/yr OnsiteFull Time
6+ YOE6+ years tax experience in public accounting or professional services, bachelor’s in Accounting/Finance required, CPA required (EA or JD accepted), supervisory experience, client advisory skills.
2mo
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Tax Technical Manager - Remote
Las Vegas or Nogales or Phoenix or Tucson or Chicago or United States
RemoteFull Time
6+ YOECPA required, Bachelor's in Accounting required (Master's preferred). 6+ years public accounting experience. Deep tax knowledge, tax research and analysis, client and project management, staff mentoring, and strong communication and leadership skills.
2mo
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Tax Technical Manager - Tucson
Tucson, Arizona, United States
OnsiteFull Time
6+ YOECPA required; Bachelor's in Accounting required (Master's preferred); 6+ years public accounting experience; strong tax technical knowledge, client/project management, staff mentoring, and ability to deliver technical CPE and develop tax strategies.
2mo
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Tax Relationship Manager - Remote
Las Vegas or Nogales or Phoenix or Tucson or Chicago or United States
RemoteFull Time
6+ YOECPA required, Bachelor's in Accounting required (Master's preferred), 6+ years public accounting experience, strong client relationship and business development skills, staff mentoring, and in-depth tax knowledge.
3mo
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Service Projects Account Executive
Tucson, Arizona, United States
OnsiteFull Time
Sales professional able to close annual sales targets, qualify prospects, present solutions, manage quotes, plan appointments, survey mechanical systems, provide cost estimates, and maintain client relationships.
3mo
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J.P. Morgan Wealth Management – Private Client Advisor - Tucson, AZ (Broadway and Country Club)
Tucson, Arizona, United States
OnsiteFull Time
2+ YOEAt least 2 years in a financial advisory role with Series 7 and Series 66 licenses; Life/Health/LTC license required or to be obtained within 60 days.
2mo
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Senior Tax Manager (Tucson, AZ)
Tucson, Arizona, United States
$120k-$165k/yr OnsiteFull Time
7+ YOEBachelor's in accounting, CPA required, 7+ years CPA-firm experience, strong tax planning/preparation skills, proficiency with CCH products, QuickBooks and Microsoft Office, ability to work with high-net-worth clients and mentor staff.
CCH Tax, CCH Practice, CCH Engagement, ClickUp, QuickBooks, Microsoft Office, Becker, LinkedIn Learning
1mo
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Tax Principal or Signing Director
Tempe or Denver or Albuquerque or Salt Lake City or Colorado Springs or Tucson
$190k-$300k/yr OnsiteFull Time
10+ YOECPA (or JD/EA) required, Bachelor’s or Master’s in accounting/tax or related, 10+ years public accounting tax experience, deep gift/estate/trust tax knowledge, client advisory and leadership skills.
1mo
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Enterprise Lending Officer
Mount Pleasant or Pennsauken or Tucson or Atlanta or Phoenix or Garden City or New York or Chandler
$67k-$77k/yr OnsiteFull Time
3+ YOE3+ years loan origination experience with self-sourced purchase business, knowledge of credit and lending guidelines, pipeline management, client sourcing, and federal/state lending regulations (SAFE Act registration required).
Microsoft applications
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Senior Financial Advisor – Experienced Professionals
Tucson, Arizona, United States
FieldFull Time, Contract
5+ YOEMinimum 5 years in financial services, proven portfolio/wealth management and client-retention skills; required Series 7 & 66 (or 6, 63, 65) and Life & Health license; CFP/ChFC/RICP preferred; ability to run an independent practice.
3mo
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Western Region - Inbound Retention Specialist - Sales - US Remote
Fresno or Tucson or Salt Lake City or Bakersfield or Honolulu or Phoenix or Reno or San Diego or Anchorage or Los Angeles
$50k/yr RemoteFull Time
3+ YOEBachelor's degree or 3+ years of relevant client-facing experience; strong communication, problem solving, and account management/sales skills.
CRM, Phone, Email
2mo
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Western Region - Weekend Team - Inbound Retention Specialist - Sales - US - Remote
Boulder or Portland or Colorado Springs or Los Angeles or Fresno or Denver or Phoenix or Tucson or Orlando or New York City
$50k/yr RemoteFull Time
3+ YOEBachelor's degree or 3+ years of client-facing experience; strong communication; technically proficient; experience in account management or sales preferred.
CRM, Advertising platform, Computers
3w
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Branch Office Administrator - Oro Valley, AZ
Oro Valley, Arizona, United States
OnsiteFull Time
Provide exceptional client service, manage accounts, perform administrative and operational support; strong attention to detail, analytical thinking, and digital tool proficiency.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Western Region - Inbound Retention Specialist - Sales - US Remote
Fresno or Tucson or Salt Lake City or Bakersfield or Honolulu or Phoenix or Reno or San Diego or Anchorage or Los Angeles or UNAVAILABLE
$50k/yr RemoteFull Time
3+ YOEBachelor's degree or 3+ years client-facing/sales experience; strong communication; problem solving; account management or small business experience preferred; tech savvy; time management.
1mo
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Director of Dining Services - Oro Valley, AZ (1549012)
Oro Valley, Arizona, United States
$90k-$105k/yr OnsiteFull Time
3+ YOEOversee day-to-day dining account operations, manage associates and client relations, create menus with chef, manage P&L and budgets; BS in Hospitality/Culinary preferred; 3-5 years foodservice experience; high-volume production and catering experience.
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