Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesMinneapolis, MN$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Senior Tax Manager/Tax Manager - Private Client Services JobotSenior Tax Manager/Tax Manager - Private Client ServicesMinneapolis, MNRemote$110,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a national CPA firm offering a unique opportunity for Audit professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!
Service Manager – Security Systems & Low-Voltage Pro-Tec DesignService Manager – Security Systems & Low-VoltageMinnetonka, MNFull timePhysical security, electronic security, low-voltage systems, service operations, field service management, commercial security systems, access control, video surveillance, VMS, intrusion detection, intercom, service contracts, recurring monthly revenue, dispatch, scheduling, technician supervision, subcontractor management, customer retention, service profitability, service ticket management, warranty administration, commercial integrator environment. Pro-Tec Design is a purpose-driven Twin Cities security technology integrator, providing consulting, design and installation of Video Surveillance, Card Access Control, Intercom, and Intrusion systems.
NewManager, Global Mobility Services - Expatriate Tax KPMGManager, Global Mobility Services - Expatriate TaxMinneapolis, MNLicensed CPA, JD/LLM, or Enrolled Agent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesMinneapolis, MN$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewReal Estate Operations & Customer Service Manager Success Home TeamReal Estate Operations & Customer Service ManagerWhite Bear Lake, MN$60,000–$85,000 / yearThe "Calmest Person in the Room": A high Adversity Quotient (AQ) with the ability to remain composed and solution-focused during complex and highly emotional real estate transactions. Led by founders Jonas and Holly Stomberg, who bring over 20 years of experience, we deliver a clear strategy, proven results, and a high-touch client experience.
NewSenior Associate, Global Mobility Services - Expatriate Tax KPMGSenior Associate, Global Mobility Services - Expatriate TaxMinneapolis, MNWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewTechnical Customer Service Representative JouléTechnical Customer Service RepresentativeCrystal, MN$25–$32.66 / hourExecuting customer excellence through managing expectations and providing technical responses to customer inquiries and serving as a liaison between the customers and the Medallion External Sales, Sample Handling and Quality Teams, along with Lab Analysts, and Scientists. System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
NewDirector of Clinical Services at Clementine Lake Oswego Monte Nido & Affiliates, LLCDirector of Clinical Services at Clementine Lake OswegoSaint Paul, MNDirector of Clinical Services at Monte Nido Clementine Lake Oswego Located in West Linn, Oregon Monte Nido Clementine Lake, located in West Linn, Oregon, is a 14-bed residential treatment program exclusively for adolescents seeking treatment for Anorexia Nervosa, Bulimia Nervosa, Binge Eating Disorder, or Exercise Addiction. We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more!
NewFood Service Manager 2 SodexoFood Service Manager 2ROBBINSDALE, MN$53,720–$69,520The Food Service Manager will manage daily food service operations, supervise and direct frontline staff, and ensure patient and customer satisfaction. deliver high quality food services including retail, catering and patient meal management operations.
NewSenior Manager - UX Research AmeripriseSenior Manager - UX ResearchMinneapolis, MNGuide the collaboration with Product, UX design, UX content, UX strategy, and technology partners to create and refine experience artifacts such as journey maps, jobs-to-be-done analyses, service blueprints, user flows, and information architecture models based on insights captured through research and workshops with subject-matter experts and end users. • Identify, lead, and delegate qualitative and quantitative user research projects by managing and executing the most strategic parts of the research process from scoping, planning, recruiting, and execution to analysis and delivery of results for projects occurring throughout the digital product development life cycle.
NewSecurity Account Manager BEST Crowd ManagementSecurity Account ManagerSaint Paul, MN$60,000–$65,000This is a hands-on leadership role responsible for managing a 24/7 contract security operation, leading a large team of security professionals, ensuring exceptional client service, and maintaining a safe and secure environment for employees, guests, and visitors. If you're an operational leader who excels at building high-performing teams, managing complex security programs, and partnering with clients to deliver outstanding service, we'd love to hear from you.
Tax Senior JobotTax SeniorRichfield, MN$80,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm places a strong emphasis on proactive tax planning, collaboration across advisory teams, and delivering thoughtful, customized solutions that help clients preserve and grow wealth over generations.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesMN$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Services Manager- Minneapolis, MN Compass Group North AmericaClient Services Manager- Minneapolis, MNMinneapolis, MN$65,000–$72,000 / yearAs part of Compass Group USA, the 6th largest employer in the world and leader in food service and support services, Canteen One provides you with an opportunity to work with Fortune 500 companies, and become part of a diverse team committed to attracting, retaining, and developing top level talent. Free office coffee and pantry - One block from light rail transit- Dress for your Day - Canteen Avenue C (market) & Foodsby food delivery - Sporting event tickets frequently raffled off - Paid time off to volunteer for corporate sponsored events - Wellness programs … you get the idea!
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsMN$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsMN$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsMinneapolis, MN$96,000–$160,000 / yearWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You'll collaborate closely with a supportive, high-performing team that lives the Wipfli Way - grounded in integrity, caring, excellence, and teamwork - while contributing to the growth and impact of our practice.
Client Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterMinneapolis, MN$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMN$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Specialist – Financial Services – Minnesota All Financial FreedomClient Services Specialist – Financial Services – MinnesotaSaint Paul, MN$36,000–$68,000This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Senior Client Services Consultant MetLife IncSenior Client Services ConsultantBloomington, MN$78,500–$93,000 / yearAbout MetLife Recognized on Fortune magazines list of the Worlds Most Admired Companies and Fortune Worlds 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the worlds leading financial services companies providing insurance, annuities, employee benefits, and asset management to individual and institutional customers. Guided by our purpose - always with you building a more confident future - and MetLifes New Frontier strategy focused on stronger growth, attractive returns, and all-weather performance, this is an exciting opportunity to work with sophisticated clients, influence strategic outcomes, and deliver consultative solutions across a broad portfolio of group insurance products.
NewAssociates Client Services Representative Thomson ReutersAssociates Client Services RepresentativeEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You will work closely with Client Service Representatives, Production Account Coordinators, Revenue, Shipping, and other internal teams to help ensure customer requests, production updates, and order documentation are processed accurately and efficiently.
NewSr. Account Manager, Client Services Ovative/GroupSr. Account Manager, Client ServicesMinneapolis, MN$111,000–$186,000 / yearProven ability to translate complex data into actionable strategies, leveraging performance analytics, AI-powered insights, and market intelligence to inform media investment decisions Experience leading cross-functional teams in a fast-paced, client-facing environment with high accountability and multiple active workstreams. Leveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesMN$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Account Manager, Client Services Ovative GroupAccount Manager, Client ServicesMinneapolis, MinnesotaLeveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs. The ideal candidate will be highly analytical, hold strong client management and communication skills, and have experience leading strategies across cross-functional teams to drive business impact.
Client Services Coordinator Community Medical ServicesClient Services CoordinatorMinneapolis, MN$18–$20 / hourCommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLCManager, Accounting Advisory Services - Nonprofit Industry ClientsMinneapolis, MinnesotaRemote$109,000–$147,000 / yearFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMinneapolis, MN$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
NewCredit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BankCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupMinneapolis, MinnesotaResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Fall 2026 Internship- Client Services, Baseball Wasserman Media Group LLC (London)Fall 2026 Internship- Client Services, BaseballSaint Paul, MNRemoteTHE·TEAM works with iconic sports and media figures across the world in every major sport, utilizing our extensive influence to maximize negotiations and create meaningful opportunities for our clients across teams, leagues, brands, content and live events. Headquartered in Los Angeles, THE·TEAM's presence spans 28 countries and more than 70 cities, including New York, London, Abu Dhabi, Amsterdam, Hong Kong, Madrid, Mexico City, Toronto, Paris and Sydney.
NewClient Services & Administrative Coordinator Ultimate Staffing ServicesClient Services & Administrative CoordinatorBloomington, Minnesota$22–$32 / hourWe are seeking a highly organized and service-focused Client Services & Administrative Coordinator to support leadership, manage client relationships, coordinate events, and ensure smooth day-to-day office operations. This role is ideal for a professional who thrives in a fast-paced environment, enjoys building relationships, and can balance multiple priorities with accuracy and discretion.
2027 Tax Winter Intern - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)2027 Tax Winter Intern - Private Client Services (PCS)Minneapolis, MNPreferred/Desired Qualifications: Pursuing minimum educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location Pursuing 150 academic credits or master's degree in accounting, or equivalent program from an accredited college or university Final Graduation Date of Dec 2027 - Sept 2028 Strong academic track record (Minimum GPA: 3.0) Strong MS Excel and MS Word Strong time management and organizational skills Strong work ethic with the ability to work independently and with a team Great communication, leadership, and analytical skills. Basic Qualifications: Must be currently pursuing the following degrees/majors: Bachelors and/or Master's degree in accounting, or equivalent program from an accredited college or university 0-2 years recent public accounting experience Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Sr. Analyst, Client Services Ovative GroupSr. Analyst, Client ServicesMinneapolis, MinnesotaLeveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs. Account Analyst, Client Services position offers the right candidate an opportunity to take on a truly cross-functional role at a fast-growing company, partnering with media, measurement and strategy teams to bring client strategies to life.
MCS Client Services Supervisor Thomson ReutersMCS Client Services SupervisorEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You'll supervise a team of Client Service Representatives and/or related support employees, providing day-to-day direction, performance feedback, and ongoing communication to help the team meet customer service, production support, quality, and operational goals for Core Publishing Solutions.
Client Service Manager - Business Insurance Marsh McLennanClient Service Manager - Business InsuranceGolden Valley, MinnesotaAs our Client Service Manager on the Business Insurance team, you’ll work closely with the service team, sales team, and MN/WI BI leadership team to achieve best practice targets in the areas of revenue growth, operations efficiency, legal/compliance, as well as project leadership. We’d love to meet you if your professional track record includes these skills: Bachelor’s degree in related field or 7 years’ insurance experience, including knowledge of business insurance lines for sales, service, or underwriting perspective required.
Associates Client Services Representative Thomson Reuters CorpAssociates Client Services RepresentativeEagan, MN$39,900–$74,100 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. You will work closely with Client Service Representatives, Production Account Coordinators, Revenue, Shipping, and other internal teams to help ensure customer requests, production updates, and order documentation are processed accurately and efficiently.
2027 Tax Winter Intern - Private Client Services (PCS) EisnerAmper2027 Tax Winter Intern - Private Client Services (PCS)Minneapolis, MinnesotaOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Credit Portfolio Manager - Professional Services and Contractors East, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors East, Institutional Client GroupMN$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMN$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Service Manager - Business Insurance Marsh & McLennan Companies IncClient Service Manager - Business InsuranceGolden Valley, MN$64,700–$120,400 / yearAs our Client Service Manager on the Business Insurance team, you'll work closely with the service team, sales team, and MN/WI BI leadership team to achieve best practice targets in the areas of revenue growth, operations efficiency, legal/compliance, as well as project leadership. We'd love to meet you if your professional track record includes these skills: Bachelor's degree in related field or 7 years' insurance experience, including knowledge of business insurance lines for sales, service, or underwriting perspective required.
Operations Associate, Client Services Colliers International Group IncOperations Associate, Client ServicesMinneapolis, MN$28.85–$36.06 / hourThe Operations Associate is responsible for supporting the daily activities of the Operations Department and providing operational and client service support to registered representatives and internal stakeholders. This role assists with brokerage account servicing, transaction processing, regulatory documentation, and operational controls to ensure efficient and compliant business operations.
Client Services Project Specialist 1300 Epiq Class Action & Claims Solutions, Inc.Client Services Project SpecialistSaint Paul, MNFull timeRespond to complex inquiries from customers and clients across a variety of communication methods: phone, email, written correspondence. Strong technical orientation, excellent computer skills, exceptional planning and organizational skills, critical thinking and a keen attention to detail are all required.
NewAssociate, Client Service Manager Principal Financial GroupAssociate, Client Service ManagerMinneapolis, Minnesota$28.03–$35.55 / hourFull timePosting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.
NewHybrid Tax Support Specialist - Private Client Services EisnerAmperHybrid Tax Support Specialist - Private Client ServicesMinneapolis, MNThe role provides high-level administrative and client service support to the Tax Lead, requiring at least three days per week in the office. The ideal candidate has 3+ years of relevant experience and strong communication skills, with proficiency in Microsoft Office tools.
Work From Home - Client Services Representative Global Elite Empire ConsultantsWork From Home - Client Services RepresentativeBloomington, MinnesotaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMN$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMinnetonka, MN$75,000–$100,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Account Coordinator - Client Services Great Northern CorpAccount Coordinator - Client ServicesBrooklyn Park, MNUnder general supervision and following established procedures, the Account Coordinator is responsible for handling and following through on customers requests for service and product information in support of sales activity. To be successful your teammates will depend on you to have pride in your work, be on time, work safely, work effectively with others, be optimistic, take ownership of your responsibilities, and look for continuous improvement opportunities.
Client Service Manager GallagherClient Service ManagerMinneapolis, MinnesotaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Reporting directly to the Client Service Supervisor, the Service Manager plays a critical role in driving client satisfaction, retention, and growth while contributing to the overall success of Arthur J. Gallagher (AJG).