6 senior relationship manager licensed jobs found in Naperville, IL

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative solutions. This role combines technical expertise with leadership, client relationship management, and business development. Responsibilities Responsibilities: Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry...

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative solutions. This role combines technical expertise with leadership, client relationship management, and business development. Responsibilities Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends. Mentor and develop team members...

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Responsibilities: Identifies and pursues new business opportunities across multiple service areas through direct action and initiative. Serves as the primary new business sales contact for Wipfli's Healthcare (HC) Practice, with a focus on senior living and/or for-profit healthcare. Innovates and applies creative strategies to develop leads by leveraging social media, external referral sources, associations, and networking groups. Creates awareness and builds relationships with key accounts,...

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Identifies and pursues new business opportunities across multiple service areas through direct action and initiative. Serves as the primary new business sales contact for Wipfli’s Healthcare (HC) Practice, with a focus on senior living and/or for-profit healthcare. Innovates and applies creative strategies to develop leads by leveraging social media, external referral sources, associations, and networking groups. Creates awareness and builds relationships with key accounts, practice leaders, and Relationship Executives within Wipfli’s...

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the National Sales Director, the Senior Manager of Business Development is responsible for managing Business Developers across the Firm; growing Wipfli's professional services sales into its target client segments and identifying and providing leads to the Firm's industry resources as appropriate. The Senior Manager, Business Development will spend approximately 50% of their time managing direct reports and 50% on direct sales responsibilities, in accordance with company policies and procedures....

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Facilitate day-to-day financial reporting accuracy for assigned clients using available tools to ensure efficient workflow and timely processing. Assist with complex general ledgers, identifying missing transactions and trends to ensure accuracy. Guide the review and approval of account classifications. Review balance sheets for accuracy and coordinate resolution of discrepancies. Prepare and/or review initial drafts of monthly reporting packages, including KPIs and metrics. Assist with finalization of month-end close. Maintain and...