Client Relationship Manager Jobs in Madison
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Atmosphere Commercial Interiors-Madison-
impact solutions for the organizations we serve.
PRIMARY FUNCTION
Own the client relationship, managing all the sales requirements of any current or new projects in the Healthcare vertical market. Function as a connection between client and design firm...
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Madison-icims.com-
Proactively engage clients through outreach, follow-up, and ongoing relationship management.
• Identify opportunities to introduce additional products and services to meet client goals.
• Partner with internal specialists to connect clients to broader...
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Wertz & Associates-Madison-careers-page.com-
You'll gain significant exposure to:
• Advanced Tax Planning
• Business Tax Consulting
• Partnership Taxation
• Corporate Taxation
• High-Net-Worth Tax Planning
• Multi-State Tax Matters
• Client Relationship Management
• Leadership & Team Development...
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Madison-icims.com-
and grow client relationships by understanding needs and providing personalized financial solutions.
• Proactively engage clients through outreach, follow-up, and ongoing relationship management.
• Identify opportunities to introduce additional products...
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Wertz & Associates-Madison-careers-page.com-
that combines accounting expertise, healthcare advisory services, client relationship management, and team development, we'd welcome a confidential conversation.
Why This Opportunity Stands Out
• $120,000–$155,000 base salary
• Annual performance bonus...
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Wertz & Associates-Madison-careers-page.com-
Net-Worth Individual Taxation
• Wealth Transfer Strategies
• Succession Planning
• Family Legacy Planning
• Estate Administration
• Advisory Services & Client Relationship Management
Key Responsibilities
Estate & Trust Tax Advisory
• Prepare...
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Wertz & Associates-Madison-careers-page.com-
exposure to:
• Advanced Tax Planning
• Business Entity Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Individual & High-Net-Worth Tax Planning
• Tax Research & Consulting
• Client Relationship Management
• Staff Development...
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Wertz & Associates-Madison-careers-page.com-
and execution
• Review financial statements, tax filings, and client deliverables
• Ensure compliance with professional standards and regulatory requirements
• Monitor engagement profitability and workflow efficiency
Client Advisory & Relationship Management...
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Wertz & Associates-Madison-careers-page.com-
Client Relationship Management
• Staff Development & Leadership
This role provides a unique combination of technical specialization, client visibility, and leadership responsibilities.
Key Responsibilities
Real Estate & Affordable Housing Engagements...
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Wertz & Associates-Madison-careers-page.com-
regulations
• Deliver strategic recommendations related to operations, compliance, and financial performance
Client Relationship Management
• Maintain primary ownership of key client relationships
• Communicate directly with executives, ownership groups...
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Wertz & Associates-Madison-careers-page.com-
their business objectives.
You'll gain exposure to:
• Healthcare Accounting
• Medical Practice Management
• Dental Practice Advisory
• Veterinary Practice Consulting
• Financial Reporting
• Internal Controls
• Client Relationship Management
• Staff Development...
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