23 client director jobs at 14 companies in Beloit, WI
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Fractional CFO / Client Advisory Director
Madison, Wisconsin, United States
RemoteFull Time
Berndt CPA: Provides accounting, tax planning, and advisory services to businesses.
7+ YOE7-15+ years in accounting/finance leadership; Bachelor's in accounting/finance; CPA preferred but not required; experience with outsourced accounting/advisory; strong communication and relationship skills; cloud-based accounting (QuickBooks Online) knowledge.
Director of Project Development & Client Experience
Madison, Wisconsin, United States
OnsiteFull Time
Associated Housewrights: Designs and builds custom residential homes and remodeling projects.
5+ YOE5+ years in sales/project development/business development with CRM experience, strong communication, negotiation, budgeting, pipeline management, and leadership skills.
3+ YOE3+ years financial services experience with a growing personal practice; active life and health license required; FINRA Series licenses preferred; client development and leadership skills.
Sorren: National firm providing accounting, tax, and advisory services.
10+ YOE10+ years tax experience, CPA (or eligible), bachelor’s in accounting or related field, expert U.S. tax knowledge, leadership of tax teams, client advisory and business development experience.
Tax Managing Director, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Omaha
$130k-$350k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ MgmtExperienced tax and advisory leader with supervisory experience, strong technical accounting and tax knowledge, business development skills, and proficiency with Microsoft Office and industry accounting software.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Xero, Sage Intacct, BILL
10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
ERDMAN: Integrated design and development for healthcare and senior living.
10+ YOE10+ Mgmt10 years client management and leadership experience; proficient in Revit, AutoCAD, 3D modeling; bachelor’s in interior design; NCIDQ, LEED, and EDAC certifications preferred.
Revit, AutoCAD, 3D modeling, Visualization software
Houston or Denver or Tewksbury or Dallas or Portland or Austin or Chicago or Madison
$210k-$399k/yrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
12+ YOE3+ MgmtRequires 12+ years in Tax C&I consulting, 4-year degree, CPA/EA/CMI, 3+ years management experience preferred, strong client advisory, business development, and leadership skills; U.S. work eligibility highly preferred.
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
3+ YOE3+ years foodservice operations experience, high-volume production and catering experience, budget management, BS in Hospitality or Culinary preferred, strong client relations and leadership skills.
First Business BankNASDAQ: FBIZ: Specialized banking and wealth management for businesses and executives.
10+ YOE10+ years in retirement plan services, demonstrated leadership managing teams, strong client service and plan design experience, deep ERISA and fiduciary knowledge, and ability to support business development.
Orren Pickell Building Group: Designs and builds custom luxury residential homes.
10+ YOE5+ MgmtBachelor's in business/real estate or related, minimum 10 years sales experience, 5 years sales/team management, construction or real estate experience preferred, strong leadership, communication, analytical and client-relationship skills; realtor/broker license preferred.
Director, Utility Business Development Energy Transition Programs
San Diego or Tampa or Dallas or Madison or Knoxville or Baton Rouge or Denver
$180k-$250k/yrOnsiteFull Time
APTIM: Provides environmental, resilience, and infrastructure engineering solutions.
10+ YOEBachelor's degree or equivalent experience, 10+ years sales experience in utility energy program management, expertise in DSM/DER/DR/grid modernization, strong client relationship and proposal skills, proficiency in Salesforce and Microsoft Office.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft SharePoint, Microsoft Dynamics, Power BI
Director of Construction (Data Centers) - Corpus Christi, Texas, United States
Corpus Christi or Greenville or Baton Rouge or Cary or Charlotte or Fort Myers or Jacksonville or Tampa or Alpharetta or College Park or Chattanooga or Nashville or Fort Campbell or Louisville or Columbus or Philadelphia or Boston or Providence or Hartford or Skowhegan or Newark or Dulles or Richmond or Baltimore or Washington or Appleton or Madison or Mendota Heights or Chicago or Indianapolis or Boise or Cedar Rapids or Independence or St. Louis or Lawrence or Fayetteville or Colorado Springs or Butte or Rapid City or Fargo or Las Vegas or Las Cruces or Dallas or Houston or San Diego or Elk Grove or Long Beach or Corvallis or Bellingham
$183k-$251k/yrHybridFull Time
JacobsNYSE: J: Global provider of professional engineering and technical services.
15+ YOEBachelor's degree or equivalent experience, 15+ years heavy construction experience, proven leadership on large fast-track projects, strong MEP/commissioning/design-build knowledge, team leadership, client relations; data center experience preferred.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years relevant experience, post-secondary degree or equivalent, experience with HNW/UHNW clients, deep wealth management and product knowledge, strong relationship management and commercial acumen; CFP/MBA preferred.