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Manager In Client Accounting Services Jobs in Madison, WI

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 ... Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other ...

SVA

Accounting Manager (Healthcare)

Madison, WI · On-site

Maintain confidentiality with client information in accordance with related laws and regulations ... Expand services for existing clients. * Develop business consulting acumen. * Develop and present ...

Agrace

Accounting Manager

Madison, WI · On-site

The Accounting Manager assures that accounting operations are consistent with corporate policy ... vision in which every Agrace staff member is treated fairly, and every patient and client ...

Agrace

Accounting Manager

Madison, WI · On-site

The Accounting Manager assures that accounting operations are consistent with corporate policy ... a vision in whicheveryAgrace staff member is treated fairly, and every patient and client ...

Sorren, Inc.

Tax Senior Manager

Madison, WI

... in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Senior Manager

Madison, WI · On-site

... in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Senior Manager

Madison, WI · On-site

$140 - $210/hr

... in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

FGS-WI LLC

Accounting Manager

Milton, WI · On-site

$105K - $125K/yr

Freedom is proud to be one of the largest, privately held direct mail service providers in the ... The Accounting Manager will lead corporate accounting and the monthly close, deliver accurate and ...

FGS-WI LLC

Accounting Manager

Milton, WI · On-site

$105K - $125K/yr

Freedom is proud to be one of the largest, privately held direct mail service providers in the ... The Accounting Manager will lead corporate accounting and the monthly close, deliver accurate and ...

SVA

Accounting Supervisor (Healthcare)

Madison, WI · On-site

... professional services firm that has been certified as a Great Place to Work ® ! SVA + You ... management letters and tax returns for later discussion between In-Charge and the client. The ...

Westphal & Co.

Accounting Manager

Madison, WI · On-site

$90K - $110K/yr

Westphal & Company is seeking an Accounting Manager to perform complex accounting and financial ... Company Description Founded in 1931, Westphal & Co. is a full service electrical & technology ...

Stoughton Trailers

Manager - Accounting

Stoughton, WI · On-site

Overall management and supervision of accounting and finance matter. These include: * System needs ... Become the expert in the Financing and Leasing entities * Assure the timely and accurate filing and ...

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All JobsIn Client Accounting Services JobsManager In Client Accounting Services JobsManager In Client Accounting Services Jobs in Madison, WI

Manager In Client Accounting Services information

See Madison, WI salary details

$44.3K

$96.4K

$139.1K

How much do manager in client accounting services jobs pay per year?

As of Aug 17, 2026, the average yearly pay for manager in client accounting services in Madison, WI is $96,388.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $112,900.00 per year, depending on experience, location, and employer.

What is a manager in client accounting services?

A Manager in Client Accounting Services is a professional who oversees accounting operations for clients, often within an accounting firm or financial services company. They manage a team responsible for tasks such as bookkeeping, financial reporting, payroll, and compliance. Their role includes ensuring accuracy and timeliness of financial information, consulting clients on best practices, and maintaining strong client relationships. These managers also coordinate with other departments to deliver comprehensive financial solutions tailored to each client's needs.

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

To thrive as a Manager in Client Accounting Services, you need strong accounting expertise, solid analytical skills, and typically a CPA or equivalent qualification. Familiarity with accounting software such as QuickBooks, Xero, or ERP systems, as well as experience in financial reporting and compliance, is essential. Excellent leadership, client relationship management, and communication skills help you lead teams and build client trust. These abilities are critical for delivering accurate financial services, meeting client expectations, and ensuring regulatory compliance.

How does a manager in client accounting services typically collaborate with clients and internal teams?

A Manager in Client Accounting Services serves as a key liaison between clients and the firm’s accounting staff. They regularly communicate with clients to understand their business needs, address concerns, and deliver tailored financial solutions. Internally, they coordinate with accountants, bookkeepers, and tax specialists to ensure accurate and timely completion of client deliverables. Strong interpersonal and project management skills are essential, as the role often involves balancing multiple client accounts and mentoring junior team members.

What is the difference between Manager In Client Accounting Services vs Bookkeeper?

AspectManager In Client Accounting ServicesBookkeeper
CredentialsTypically requires a CPA, accounting degree, or relevant certificationsOften requires basic bookkeeping certifications or high school diploma
Work EnvironmentManages client accounts, supervises staff, and interacts with clients in an accounting firm or departmentPerforms day-to-day transaction recording, often in an office or remotely
ResponsibilitiesOversees financial statements, reconciliations, and client reportingRecords transactions, maintains ledgers, and processes invoices

The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.

What are popular job titles related to Manager In Client Accounting Services jobs in Madison, WI?

For Manager In Client Accounting Services jobs in Madison, WI, the most frequently searched job titles are:

What job categories do people searching Manager In Client Accounting Services jobs in Madison, WI look for?

The top searched job categories for Manager In Client Accounting Services jobs in Madison, WI are:

What cities near Madison, WI are hiring for Manager In Client Accounting Services jobs?

Cities near Madison, WI with the most Manager In Client Accounting Services job openings:

Manager In Client Accounting Services jobs near you

Associate, Client Service

NFP Corp

Madison, WI • On-site

$50K - $58K/yr

Full-time

Retirement, PTO

Re-posted 3 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Summary of the Role: The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities

Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$58,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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