ZipRecruiter

Log In

1

Client Services Program Manager Jobs in Wisconsin

BDO

Tax Manager, Private Client Services

Milwaukee, WI · On-site

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...

Apogee Enterprises

Client Services Coordinator

Wausau, WI · On-site

$19.25 - $25.25/hr

Checking product availability, and allocating of Linetec Managed Inventory when applicable ... Wellness Program * Training and Career Progression Apogee and our brands are an Equal Opportunity ...

Apogee

Client Services Coordinator

Wausau, WI

$19.25 - $25.25/hr

Checking product availability, and allocating of Linetec Managed Inventory when applicable ... Wellness Program * Training and Career Progression Apogee and our brands are an Equal Opportunity ...

J. J. Keller

Client Services Specialist

Neenah, WI · On-site

$17.50 - $23.25/hr

Service Management: * Identifies program improvement opportunities to meet and improve safety program objectives. * Monitors client responsibilities to ensure compliance with service requirements.

Innovative Care Services

Program Manager

Spooner, WI · On-site

$18/hr

Join Innovative Care Services - Your Next Big Career Move! Innovative Care Services is a Wisconsin ... Program Manager (Community Supported Living - CSL) As a Program Manager, you'll oversee the day-to ...

Innovative Care Services

Program Manager

Marshfield, WI · On-site

$18/hr

Join Innovative Care Services - Your Next Big Career Move! Innovative Care Services is a Wisconsin ... Program Manager (Community Supported Living - CSL) As a Program Manager, you'll oversee the day-to ...

Innovative Care Services

Program Manager

Spooner, WI · On-site

$18/hr

Join Innovative Care Services - Your Next Big Career Move! Innovative Care Services is a Wisconsin ... Program Manager (Community Supported Living - CSL) As a Program Manager, you'll oversee the day-to ...

Innovative Care Services

Program Manager

Marshfield, WI · On-site

$18/hr

Join Innovative Care Services - Your Next Big Career Move! Innovative Care Services is a Wisconsin ... Program Manager (Community Supported Living - CSL) As a Program Manager, you'll oversee the day-to ...

previous pagenext page

Showing results 21-40

All JobsClient Services Program JobsClient Services Program Manager JobsClient Services Program Manager Jobs in Wisconsin

Client Services Program Manager information

What is a client services program manager?

Client Services Program Managers are professionals responsible for overseeing and coordinating programs and projects that deliver services to clients. They act as the main point of contact between the client and the service provider, ensuring that client needs are understood and met efficiently. Their duties often include managing client relationships, developing service plans, tracking project progress, and leading cross-functional teams to deliver successful outcomes. Strong communication, organizational, and problem-solving skills are essential in this role. Client Services Program Managers play a critical part in maintaining customer satisfaction and driving business growth.

How does a client services program manager typically collaborate with other departments to ensure client satisfaction?

A Client Services Program Manager often serves as the central point of contact between clients and internal teams such as sales, product development, and customer support. They coordinate cross-functional meetings, relay client feedback to relevant departments, and oversee project timelines to ensure client expectations are met. Building strong working relationships across the organization is crucial, as it allows the Program Manager to address client needs proactively and resolve issues efficiently. This collaborative approach helps maintain high levels of client satisfaction and supports long-term business relationships.

What are the key skills and qualifications needed to thrive as a client services program manager, and why are they important?

To excel as a Client Services Program Manager, you typically need strong project management skills, a background in client relations or account management, and a relevant degree such as business administration. Familiarity with CRM platforms, project management tools like Asana or Trello, and sometimes PMP certification are valuable assets. Excellent communication, leadership, and problem-solving abilities help build trust and effectively manage both clients and internal teams. These skills are crucial to ensure client satisfaction, program success, and the smooth delivery of services in a dynamic environment.

What is the difference between Client Services Program Manager vs Client Success Manager?

AspectClient Services Program ManagerClient Success Manager
Primary FocusOverseeing client programs, ensuring service delivery, managing multiple projectsBuilding client relationships, ensuring client satisfaction, driving retention
ResponsibilitiesProgram coordination, process improvement, cross-team collaborationOnboarding, ongoing support, upselling opportunities
CredentialsProject management certifications often preferredCustomer relationship management experience, communication skills
Work EnvironmentCorporate, client-facing, project-drivenCustomer-centric, relationship-focused, often in SaaS or tech industries

While both roles focus on client engagement, the Client Services Program Manager manages client programs and project delivery, whereas the Client Success Manager emphasizes building strong relationships and ensuring client satisfaction to promote retention and growth.

How much do client services program managers make in the US?

In the US, client services program managers typically earn between $70,000 and $120,000 annually, depending on experience, industry, and location. Senior roles or those in large organizations may offer higher compensation, often including bonuses and benefits.
Client Services Program Manager jobs near you

Tax Manager, Private Client Services

Milwaukee, WI • On-site

BDO USA
Administrative Assistance Services • 10K+ employees
Learn more about BDO USAexternal

Full-time

Retirement

Posted 23 days ago

BDO USA rating

8.2

Company rating: 8.2 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

10th of 23 rated bookkeepers and accountants

Job description


Job Summary:
Private Client Services at BDO is a boutique practice within our firm. 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. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A 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.
Job Duties:
  • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
  • Works directly with clients and their advisors to gather information needed to prepare tax returns
  • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
  • Directs communication with government agencies for matters of the highest complexity
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
  • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and completes tasks both individually and with a team
  • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities:
  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Five (5) or more years prior experience in accounting, finance, or law, required
  • Experience working in public accounting, or the private client service area, preferred

License/Certifications:
  • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:
  • N/A

Other Knowledge, Skills & Abilities:
  • Initiative
    • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Manages client engagements, supervises, and reviews work of team members
  • Communication
    • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Resolves client service issues in a timely and acceptable manner
  • Leadership
    • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
    • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  • Business Development
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • Involves firm specialists and other business lines to increase cross service opportunities
  • People Development
    • Supervises, develops, and trains employees
    • Acts as a mentor to associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

What BDO USA employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

BDO logo

About BDO

Sourced by ZipRecruiter

At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

Industry

Administrative assistance services and accounting services

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

View All BDO Jobs

Apply