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Senior Client Advisor Jobs in Appleton, WI (NOW HIRING)

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI · On-site

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI · On-site

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Senior-Level Interview Process * Initial screening * Client interview * Final discussion with ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

Foth

Project Director

Green Bay, WI · Remote

This role leads complex, multi discipline capital projects while serving as a trusted advisor to ... Serve as the senior client interface for major capital programs, leading scope definition ...

Foth

Project Director

Green Bay, WI · On-site +1

$155K - $200K/yr

This role leads complex, multi discipline capital projects while serving as a trusted advisor to ... Serve as the senior client interface for major capital programs, leading scope definition ...

Bakertilly

Tax Senior Manager

Appleton, WI

If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to ... Be a valued tax business advisor, lead client relationships on day to day tax matters with various ...

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Senior Client Advisor information

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How much do senior client advisor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for senior client advisor in Appleton, WI is $25.69, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $32.26 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What job categories do people searching Senior Client Advisor jobs in Appleton, WI look for?

The top searched job categories for Senior Client Advisor jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Senior Client Advisor jobs?

Cities near Appleton, WI with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $53,435 per year, or $25.7 per hour.

Corporate Tax Senior Manager

Appleton, WI • On-site

Grant Thornton
Accounting Services • 5 - 10K employees

8.3

Company rating: 8.3 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

8th of 23 rated bookkeepers and accountants

Great coworkers

Good employer

Respectful managers

Learn more about Grant Thorntonexternal

$197K - $255K/yr

Full-time

Posted 11 days ago

Job description


Job Title: Corporate Tax Senior Manager for Multiple Openings
Approved Locations: 2501 E Enterprise, Suite 300, Appleton, WI 54913
Job Description:
Your day-to-day will include:
  • Direct the assignment of tax engagement responsibilities across the team; allocate operational and compliance tasks to subordinate staff and ensure their work aligns with engagement timelines, budgets, and objectives.
  • Manage multiple client engagements simultaneously, overseeing staff workload and ensuring efficient execution of projects.
  • Plan, coordinate, and review all aspects of corporate tax compliance, including federal, state, local, and international tax filings.
  • Ensure work is performed in accordance with U.S. tax regulations, GAAP, and applicable reporting standards.
  • Provide strategic guidance on complex tax matters, including mergers, acquisitions, reorganizations, and international tax planning.
  • Supervise, coach, mentor, and develop tax staff, assessing performance during engagements and formal reviews.
  • Provide guidance on technical tax matters, foster professional growth, and build a strong, capable tax team within the firm.
  • Lead in-house training sessions on tax compliance, accounting for income taxes, and emerging tax regulations.
  • Support ongoing learning initiatives to ensure the team's technical knowledge and skills remain current with industry standards.
  • Participate in recruiting efforts for the Corporate Tax group, helping to attract and retain top talent.
  • Oversee quality reviews of staff work, provide constructive feedback, and foster a collaborative and high-performing work environment.
  • Oversee the identification of tax issues and risks, lead technical research, and provide expert recommendations to clients on tax strategies, compliance solutions, and risk mitigation.
  • Serve as a trusted advisor, offering insights to optimize client tax positions and support business objectives.
  • Direct the preparation, review, and analysis of client tax provisions, returns, and related documentation.
  • Ensure accuracy, completeness, and compliance with relevant accounting and tax standards.
  • Present key findings and recommendations to senior client management to support strategic decision-making.
  • Serve as the primary liaison between clients and the tax team, managing communications, setting expectations, and providing updates on project status.
  • Develop tailored tax strategies to meet client goals and ensure high levels of client satisfaction.
  • Manage communication between clients and staff; direct the development of strategies and communications to manage client expectations and keep them abreast of the status of audit projects.
  • Supervises 3-5 direct reports - Senior Associates/Associates.

You have the following technical skills and qualifications:
  • Requirement - Bachelor's degree in Accounting, Commerce, Business Administration, a related field, or a foreign equivalent.
  • Relevant experience - 5 years of progressively responsible post-baccalaureate experience in job offered or any tax/accounting related job titles.
  • Experience must have included: (1) Tax compliance and consulting in public accounting sector or a combination of industry and public accounting sector; (2) corporate and individual income tax laws and regulations, including US GAAP; (3) Advising clients within the construction industry on tax impacts of business decisions; (4) Driving processes for tax compliance engagements using GoSystem and CCH; (5) developing training materials on corporate taxes and the construction industry; (6) working with state and local and international income tax law; (7) Responding to inquiries from the IRS and state tax authorities; (8) Process improvement and streamlining tax processes for efficiency and accuracy.
  • Must live within a commutable distance to the assigned Grant Thornton Office location to meet 3 days per week work from office requirement.

Compensation for role: $197,800 - $255,904 per year
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About Grant Thornton

Sourced by ZipRecruiter

At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Year founded

1924

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