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Client manager Jobs in Columbus, OH

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Client manager • columbus oh

Last updated: 2 days ago

Tax Senior Manager, Private Client Services

BDO USAColumbus, OH, 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

Spa & Aesthetics Sales Manager (Client Experience)

Dermafix SpaColumbus, Ohio, United States
$100,000.00 yearly
Full-time +1

URGENT HIRING: Spa & Aesthetics Sales Manager (Client Experience).K+ Earning Potential | Luxury Spa & Wellness.Full-Time or Part-Time | Flexible Schedule | Weekend Availability Required.Ste... Show more

Client Relations Manager

ForgeColumbus, OH, United States
Full-time

At Forge Biologics, we believe in turning bold ideas into life-changing realities.Our mission is simple yet powerful: to enable access to life-changing gene therapies and help bring them from ideas... Show more

Client Tax Manager - Vice President

ChaseColumbus, OH, United States
Full-time

Client Tax Manager III - Vice President.Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, ... Show more

Project Manager - Client Pharma Programs

GifthealthColumbus, OH, United States
Full-time

Gifthealth is a mission-driven healthcare company committed to improving access and outcomes for patients through innovative technology and compassionate service.Our Digi+Hub model merges digital p... Show more

Senior Account Manager, Client Services

UnitedHealth GroupColumbus, OH, United States
Full-time

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect... Show more

Associate Client Service Manager - Employee Benefits

HylantColumbus, OH, United States
Full-time

The Opportunity: The Client Service Manager is responsible for supporting and collaborating with the sales and service team regarding client employee communication initiatives, client presentations... Show more

Tax Manager - Private Client Services - Columbus

Gbq PartnersColumbus, OH, United States
Full-time

Private Client Services Manager.The Private Client Services (PCS) Manager will provide tax and consulting services to high net worth individuals and privately held companies.This individual will co... Show more

Clinical Client Success Manager

MPOWERHealthColumbus, OH, United States
Full-time

Clinical Client Success Manager.The Clinical Client Success Manager is responsible for routinely managing client accounts, proactively communicating with all clients, and providing day-to-day manag... Show more

Client Manager - Employee Benefits

Oswald CompaniesColumbus, OH, United States
Full-time

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?.Oswald Companies seeks goal-driven professionals ready to take their career to the next level.Job Summ... Show more

Client Service Manager - Commercial Lines

GallagherUpper Arlington, Ohio
Full-time

At Gallagher, we’re looking for a Client Service Manager to join our Commercial team.In this role, you’ll work closely with clients and colleagues to provide exceptional service and deliver tailore... Show more

Senior Account Manager, Client Services

divvyDOSEColumbus, OH, United States
Full-time

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect... Show more

Client Service Manager - Commercial Lines

Arthur J Gallagher & CoColumbus, OH, United States
Full-time

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital ecosystem: a ... Show more

Client Success Manager

PaylianceColumbus, OH, United States
Full-time

The Client Success Manager is responsible for ensuring Payliance clients achieve maximum value from our platform, driving satisfaction, retention, and growth.This role serves as a trusted advisor, ... Show more

Manager, Client Relations

Cass Information SystemsColumbus, OH, United States
Full-time

Manager, Client Relations/h2pThe Manager, Client Relations oversees the client services function of the respective business unit.Strategic responsibility for the administration of personnel and dep... Show more

Client Support Services Manager

DHLColumbus, OH, United States
Full-time

Client Support Services Manager.Looking for a passionate, self-motivated, and detail-oriented team player who is committed to the success of our customers.You will focus on growing and developing e... Show more

Client Tax Manager - Vice President

JPMorgan ChaseColumbus, OH, United States
Full-time

Client Tax Manager III - Vice President.Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, ... Show more

Institutional Client Group Senior Relationship Manager

U.S. BancorpColumbus, OH, United States
$140,000.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Client Manager

Allied UniversalColumbus, OH, United States
$59,800.00 yearly
Full-time

Allied Universal, North America's leading security and facility services company, is hiring a Client Manager.As a Client Manager, you will build long term meaningful client relationships and lead o... Show more

Institutional Client Group Senior Relationship Manager

U.S. BankColumbus, OH, United States
$140,000.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

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Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

BDO USAColumbus, OH, United States
30+ 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