- Wipfli LLP (Madison, WI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Madison, WI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Madison, WI)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Bank of America (Madison, WI)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
- HUB International (Waunakee, WI)
- …/private client insurance account management experience required. + Experience working with high - net - worth insurance carriers is preferred. + National ... large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. + Prepares annual… more