11 client account manager jobs at 6 companies in Holmen, WI
1w
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Client Accounting Services Department Manager
Tomah or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ MgmtRequires 10+ years in accounting and client accounting services, 5+ years in CAS or outsourced accounting leadership, practice-building experience, accounting standards and payroll knowledge, and client engagement management.
1mo
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines insurance client service or account management, working knowledge of policies and coverage, strong communication, proficiency with Microsoft Word/Excel/Outlook, and ability to manage multiple priorities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
1mo
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines client service or account management; working knowledge of insurance policies and coverage; strong communication; proficiency with Microsoft Word, Excel, Outlook and internet systems; attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
2mo
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Personal Lines Account Manager (81528)
Tomah, Wisconsin, United States
HybridFull Time
Client-facing personal lines role requiring strong communication, collaboration, goal-orientation, adaptability, and commitment to continuous learning; company-paid insurance licensing provided.
1w
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Audit Manager
Baraboo or Black Earth or Door County or Fort Atkinson or Mauston or Marshfield or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango
HybridFull Time
3+ YOERequires 3+ years of public accounting audit experience, a bachelor's degree in accounting, and CPA certification or ability to attain it. Strong client management and team leadership skills are needed.
FSA, HSA, LinkedIn
1w
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Tax Manager
Sun Prairie or Black Earth or Sauk City or Fort Atkinson or Mauston or Marshfield or Portage or Reedsburg or Tomah or Wausau or Wisconsin Dells or Baraboo or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango
HybridMultiple Commitments Available
3+ YOERequires 3+ years in a similar public accounting role, accounting knowledge, client communication skills, and tax preparation experience. A bachelor's degree in accounting and CPA certification are highly desired.
1w
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Tax Manager
Wisconsin Dells or Baraboo or Reedsburg or Portage or Mauston or Black Earth or Fort Atkinson or Marshfield or Sauk City or Sun Prairie or Tomah or Wausau or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango
HybridMultiple Commitments Available
3+ YOERequires 3+ years in a similar public accounting role; bachelor's degree in accounting highly desired, CPA certification highly desired or attainable, and client communication and tax preparation skills.
1mo
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Tax Principal or Signing Director
Eau Claire or La Crosse or Stevens Point or Marshfield or Wausau or Tomah or Hudson
OnsiteFull Time
10+ YOECPA licensure, bachelor’s in accounting or related field (master’s preferred),10+ years public accounting tax experience, leadership and client development skills, ability to review and sign tax work and stay current on tax law.
2w
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Financial Advisor
Onalaska, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
16h
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Non-Reg On-Caller - Onalaska, WI
Onalaska, Wisconsin, United States
OnsitePart Time
Provides client service, account management, administrative support, marketing assistance, and technology support while learning financial services operations and working independently with advisors.
MoneyGuide, Salesforce, Microsoft Office
1d
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Non-Reg On-Caller
Onalaska, Wisconsin, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance; strong computer literacy, analytical thinking, attention to detail, adaptability, and collaboration required.
MoneyGuide, Salesforce, Microsoft Office