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Client relationship manager Jobs in Manchester, NH

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Client relationship manager • manchester nh

Last updated: 13 hours ago

Tax Manager | Private Client Services

CBIZMerrimack, NH, United States
Full-time

Locations 53 State Street, 17th Floor, Boston, MA, 02109, US 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US 185 Asylum St, 25th Floor, Hartford, CT, 06103, US 9 Executive Park Drive, Ste 10... Show more

Client Relationship Manager - Employee Benefits

SquaremouthManchester, NH, United States
$57,680.00 yearly
Full-time

Discover a career that empowers you join HUB International! At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose an... Show more

Client Relationship Manager - Employee Benefits

HUB InternationalManchester, NH, United States
$57,680.00 yearly
Full-time

Discover a career that empowers you join HUB International! At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose an... Show more

Personal Lines Senior Client Manager

World InsuranceManchester, NH, United States
Full-time

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk... Show more

Wealth Management Client Associate

Bank of AmericaManchester, NH, United States
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more

Work From Home - Client Benefits Specialist

AOGarciaMerrimack, NH, United States
Full-time

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCManchester, NH, US
$85,000.00–$100,000.00 yearly
Full-time
Quick Apply

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

Business Banking Senior Relationship Manager

Bangor Savings BankManchester, NH, United States
Full-time

Be a sales leader on a team seeking to provide the world's best customer experience.Help customers and contribute to the growth of the bank by identifying financial needs and offering appropriate p... Show more

Work From Home - Client Benefits Advisor

Global EliteMerrimack, NH, United States
Full-time

Join Global Elite Empire Consultants.This might be what you've been looking for.Seeking individuals who are ready to take control of their schedule and income by helping clients who have already re... Show more

Client Relationship Manager - Employee Benefits

5HB Hub International New England, LLCManchester, NH
$57,680.00 yearly
Full-time

Discover a Career That Empowers You — Join HUB International!.At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose ... Show more

Client Services Coordinator - Home Care

Morgan StephensBedford, NH, USA
Full-time

Client Services Coordinator - Home Care.The Client Services Coordinator plays a key role in supporting seamless transitions for new and existing clients receiving PCSP, HHA, and LPN/RN services.Thi... Show more

Personal Lines Senior Client Manager

World Insurance Associates, LLC.Manchester, NH, US
Full-time
Quick Apply

Company Overview  World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make infor... Show more

Financial Services Client Specialist

Arcadia FinancialManchester, NH, United States
Full-time

At Arcadia, this is not a back-office financial planning role.You'll be directly embedded in a fast-growing advisory team, working alongside experienced advisors, sitting in on client meetings, and... Show more

 • New!

Remote Client Protection Specialist (Entry Level)

MINK Life & Legacy AgencyManchester, New Hampshire, United States
$50,000.00 yearly
Remote
Full-time +1

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support.Independent ... Show more

Client Account Specialist - Remote

Unlock Potential 360Hooksett, NH, us
Remote
Full-time

We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw... Show more

 • New!

Remote Client Support Representative - Travel

Cross Borders with AlexManchester, NH, United States
Remote
Full-time
Quick Apply

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p... Show more

Private Client Relationship Manager

Citizens Financial GroupManchester, NH, United States
Full-time

At Citizens, our mission is to help clients, colleagues, and communities reach their potential.We do this through our distinguished client-centric culture, having a mindset of continuous improvemen... Show more

Relationship Banker

M&T BankManchester, NH, United States
$22.61 hourly
Full-time

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs... Show more

People also ask
Tax Manager | Private Client Services

Tax Manager | Private Client Services

CBIZMerrimack, NH, United States
13 days ago
Job type
  • Full-time
Job description

Job Title

Be the First to Apply

Job Identification 5336

Locations 53 State Street, 17th Floor, Boston, MA, 02109, US 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US 185 Asylum St, 25th Floor, Hartford, CT, 06103, US 9 Executive Park Drive, Ste 100, Merrimack, NH, 03054, US One Citizens Plaza, FL 9, Providence, RI, 02903, US (Hybrid)

Base Range $105,000 - $185,000

Essential Functions and Primary Duties

  • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client's organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Consistently meet charge hour goals
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned

Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field
  • Ability to work in the office and/or client location a minimum of 3 days per week

Minimum Qualifications

  • Bachelor's degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.