8 client account manager jobs at 5 companies in Onalaska, WI

4w
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Client Accounting Services Department Manager
Tomah or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years in accounting/CAS,5+ years leadership in CAS,experience building/scaling CAS practices,strong advisory and team leadership skills;CPA preferred.
2w
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Alera Group
Alera Group: Provides insurance brokerage, risk management, and financial advisory services.
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
2w
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Alera Group
Alera Group: National firm providing insurance brokerage and financial services.
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
1mo
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Personal Lines Account Manager (81528)
Tomah, Wisconsin, United States
HybridFull Time
TRICOR Insurance
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Client-facing personal lines role requiring strong communication, collaboration, goal-orientation, adaptability, and commitment to continuous learning; company-paid insurance licensing provided.
4w
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Tax Manager
Goodyear or Phoenix or Chandler or Baraboo or Black Earth 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 Scottsbluff or Kimball or Durango
HybridFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
3+ YOE3+ years public accounting tax experience; bachelor\u0002s in accounting preferred or equivalent; CPA preferred or ability to attain; client relationship and tax preparation skills.
3w
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Tax Manager
Tomah, Wisconsin, United States
HybridFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
3+ YOE3+ years public accounting experience; bachelor's in accounting preferred; CPA preferred or ability to attain; experience preparing payroll, tax, financial reports; client communication skills.
2w
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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
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
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.
5d
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Financial Advisor
Onalaska, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
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