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Client manager Jobs in Boulder, CO

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Client manager • boulder co

Last updated: 2 days ago

Tax Senior Manager, Private Client Services

BDO USABoulder, CO, United States
Full-time

Tax Senior Manager, Private Client Services.The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.Significant kno... Show more

FOH Manager

JapangoBoulder, CO, US
$65,000.00 yearly
Full-time

Japango on Pearl Street is seeking a full-time, experienced manager.Sushi experience is beneficial, but any exceptional candidate will be considered.We are looking for a charismatic individual who ... Show more

Senior Client Development, Private Wealth

Lido Advisors, LLCBoulder, CO, United States
Full-time

Senior Client Development, Private Wealth.Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.The Se... Show more

J.P. Morgan Wealth Management - Private Client Advisor - Boulder, CO

JPMorgan Chase Bank, N.A.Boulder, US
$56,520.00 yearly
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Tax Manager/Senior Manager

GPACBoulder, CO, United States
Full-time

A reputable Public Accounting firm in the area is looking to add a Tax Manager/Senior Manager to their team.This stable and growing firm offers clients valuable knowledge and expertise in tax.Due t... Show more

Client Service Representative- Lead, CASE

Ethos Veterinary HealthBoulder, CO, US
$22.00 hourly
Full-time
Quick Apply

Client Service Representative- Lead Are you passionate about delivering outstanding customer service and leading teams to success?.We are seeking an enthusiastic Customer Service Representativ... Show more

Team Manager

Manna Development GroupSuperior, CO, US
Full-time

Come Join Panera Bread– an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023!.We are also proud to be named a Top Workplace for 2024!.A competitive hourly wag... Show more

Quality Manager

Maverick RF SolutionsLouisville, CO, USA
$68,300.00 yearly
Full-time
Quick Apply

At Maverick RF, we design and field state-of-the-art antennas for the most demanding environments on maritime, ground, airborne, and space platforms.Our team of expert engineers fosters a culture t... Show more

Installation Manager

Bath Concepts Independent DealersBoulder, CO, US
Full-time
Quick Apply

Installation Manager – Bath & Shower Remodeling Bath Concepts Independent Dealers is a trusted, locally operated remodeling company known for delivering stylish, low-maintenance, and cost... Show more

Preconstruction Manager

The Walsh GroupBoulder, Colorado
Full-time

The Preconstruction Manager organizes and provides guidance to teams comprised of various multidisciplinary personnel throughout the preconstruction phase of Collaborative Delivery Projects.They ma... Show more

Dispensary Manager

Zen DenBoulder, Colorado, United States
$55,000.00 yearly
Full-time

Inaru is a warm ritual boutique and dispensary rooted in Taino heritage and the divine feminine.Born from a simple truth - that traditional cannabis retail rarely reflects the experience, heritage,... Show more

J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO

JPMorgan ChaseBoulder, CO, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

Assistant Manager

SonicSuperior, Colorado, US
Full-time

There are two kinds of people in this world: SONIC employees and those who wish they were SONIC employees.This elite group gets to work with awesome people, earn great pay, and sport the cool unifo... Show more

Program Manager

MasTec IncLouisville, Colorado, United States
Full-time

The Program Manager will be responsible for leadership, development, implementation and management of specific core applications in the company.The position offers the option to work remotely.MasTe... Show more

Client Educator

Serenity Mental Health CentersSuperior, CO, US
$22.00 hourly
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO

ChaseBoulder, CO, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Tax Manager/Senior Manager

GpacBoulder, Colorado, United States
Full-time
Quick Apply

A reputable Public Accounting firm in the area is looking to add a .This stable and growing firm offers clients valuable knowledge and expertise in tax.Due to the recent growth of the firm, th... Show more

Private Client Banker

KeyCorpBoulder, CO, United States
$25.00 hourly
Full-time

Location: 1933 28th Street - Boulder, Colorado 80302.Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.The Private Client Banker ... Show more

Client Services Associate

TransPerfectBoulder, CO, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

Shift Manager

Wendy'sBOULDER, CO, US
Full-time

As a Shift Manager you will be responsible for assisting the execution of daily operations activities.The following provides an overview of the basic responsibilities of a Shift Manager however, wi... Show more

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Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

BDO USABoulder, CO, United States
7 days ago
Job type
  • Full-time
Job description

Tax Senior Manager, Private Client Services

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Job Duties:

  • Reviews basic to complex individual and other tax returns
  • Identifies and performs research when needed and reports and documents the analysis and findings
  • Interacts directly with clients and their advisors
  • Communicates with supervisors, engagement team and clients the status of projects
  • Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
  • Manages client engagements, supervises, and reviews work of team members
  • Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
  • Identifies tax planning and consulting opportunities
  • Participates in and initiates business development and networking activities
  • Manages and monitors key performance indicators (KPI's) as established by the business line
  • Involves firm specialists and other business lines to increase cross service opportunities
  • Other duties as required

Supervisory Responsibilities:

  • Supervises develops and trains employees
  • Supervises associates, senior associates and managers on all projects
  • Reviews work prepared by associates and senior associates and provides review comments
  • Trains others on how to use all current software tools and PCS methodology
  • Schedules and manages workload of associates and senior associates
  • Acts as a Career Advisor to associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree in Accounting, required
  • Master's degree in Accounting or Taxation, preferred
  • Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience:

  • Seven (7) or more years of public accounting and private client services experience, required
  • Public accounting experience working in the private client area, preferred

License/Certifications:

  • CPA or Licensed Attorney, required
  • CFP or Masters in Tax, preferred

Software:

  • Experience with Gosystems and BNA Tax Planner, preferred
  • Experience with the Microsoft Office Suite, preferred

Language:

  • N/A

Other Knowledge, Skills & Abilities:

  • Excellent verbal and written communication skills
  • Detailed oriented
  • Strong analytical, research and critical thinking skills
  • Solid organizational skills, especially the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to interact effectively with people at all organizational levels of the firm
  • Basic knowledge of fundamental accounting, finance and tax principles
  • General accounting knowledge and basic to intermediate tax knowledge
  • General understanding of financial planning concepts
  • Ability to effectively delegate work
  • Capable of effectively developing and maintaining client relationships
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients