Client Manager

Glenora Company is seeking a Certified Public Accountant for a full-time Client Manager position with expertise in individual, trust, and business accounting. The duties include tax preparation and review, tax planning, personal and business financial statement preparation and review, trust administration, cash flow planning, general ledger review and reconciliation, payroll review, insurance administration, and client relationship management. Some travel is required.

Glenora Company is a family office that provides private accounting services for its members to safeguard their current financial well being and that of future generations.  The various types of accounts we manage are individuals, trusts, private foundations, corporations, partnerships and limited liability corporations.  Because of the nature of the original family members (Glenora was formed in 1929), 70% of Glenora’s services focus on trust administration and about 20% on individual services.  Our comprehensive services include record keeping, tax planning and return preparation, payroll administration, trust administration, and preparation of financial and investment reports. We pride ourselves in providing exemplary personal service.

The ideal candidate should appreciate strong client relationships, enjoy juggling a multitude of projects, be well organized, and strive for accounting perfection. Due to the small size of our team the candidate should have a willingness to perform all services required of the family office.

Job Type
Accountant
Tax Manager
Trust Administrator
Organization
The Glenora Company
How to apply

Contact Jill Newman, 414-347-1270.

Location

Milwaukee, WI