158 account associate jobs at 49 companies in Dallas, OR
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Account Associate - State Farm Agent Team Member
Corvallis, Oregon, United States
$3k-$5k/moOnsiteFull Time
Suzanne Roppe State Farm Agency: Independent insurance agency providing auto, home, and life insurance.
Manage customer accounts, assist with policy changes and claims, coordinate with underwriters, market products to grow the agency; strong organization, communication, and customer service; insurance experience preferred.
Precinmac: Manufactures mission-critical high-tolerance precision machined components and assemblies.
3+ YOE3+ years account or customer service experience, associate degree or equivalent experience, strong account and order management, advanced Microsoft Excel and ERP/MRP experience, excellent communication and organizational skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ERP/MRP system
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$68k-$126k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
5+ YOE4+ MgmtRequires 5+ years in Customer Success, Account Management, Professional Services, or SaaS; 4+ years leading teams of 5+; SaaS metrics, renewals, executive presentations, cross-functional leadership, and bachelor's degree.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOE3+ years public accounting tax experience, ability to prepare and review tax returns, mentor others, strong research and communication, bachelor’s degree in accounting or finance; CPA/JD/EA preferred.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, customer service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED; accounting or finance degree preferred.
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$68k-$126k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOE4+ Mgmt5+ years in Customer Success/Account Management/SaaS with 4+ years leading teams; experience owning SaaS metrics, renewals and expansions; bachelor’s degree or equivalent; executive presentation and cross-functional leadership skills.
KBF CPAs: Provides professional tax, audit, and business advisory services.
2+ YOEBachelor's degree, academic credits to sit for CPA exam, minimum 2 years public accounting experience, strong U.S. GAAP and SEC reporting skills, supervisory experience, eligible to work in the U.S.
2+ YOERequires two years as a Registered Client Associate, securities licensing or ability to obtain it, securities industry knowledge, technology proficiency, client service skills, attention to detail, and multitasking ability.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
H&R Block: A tax preparation and financial services providing tax assistance and related products.
High school diploma or equivalent, customer service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Tax and Audit Associate - Winter 2029 - Portland, OR
Portland or Lake Oswego
OnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
Bachelor's degree required; accounting or finance preferred. Must be CPA-exam eligible, understand accounting principles, use Microsoft Windows and Office, and have reliable transportation with willingness to travel.
Roseburg or Springfield or Hillsboro or Colorado Springs or Tacoma or Draper or Irvine or Liberty Lake or Portland or Phoenix
$18-$27/hrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
2+ YOEHigh school diploma/GED, 2–4 years of banking experience, Microsoft Word and Excel proficiency, attention to detail, multitasking, communication, organization, and knowledge of banking procedures and regulations.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
High school diploma (Bachelor's preferred); 2–4 years investment industry experience preferred; FINRA SIE/Series 6/7/63 and life/variable life/health/disability insurance licenses to be eligible for business incentives; proficiency with Microsoft Office; strong communication, analytical and compliance knowledge.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
High school diploma required; bachelor’s preferred. Financial services or internship experience. Strong MS Office and CRM (Salesforce/Redtail) skills; eMoney experience a plus. Excellent communication and organizational skills.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization required.
Edward Jones: Provides personalized financial advice and wealth management services.
3+ YOEHigh school diploma required; bachelor's preferred. 3–5 years securities or financial services experience preferred. Series 7, Series 66, state insurance licenses, and FINRA registrations required.
CIS: Provides insurance and risk management for Oregon local governments.
1+ YOEAccountant I requires an associate degree and 1–3 years of accounting experience. Accountant II requires a bachelor's degree and 3+ years, with Excel, accounting systems, reconciliation, analytical, and customer service skills.
A1 Hospitality Group: Family-owned hotel management and real estate development firm.
2+ years accounting or bookkeeping preferred, associate's or bachelor's in accounting/finance preferred, proficiency with Microsoft Excel/Word/Outlook and PMS, strong analytical and communication skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, PMS
Bob's Red Mill: Producer of stone-ground whole grains and natural food products.
2+ YOE2+ years accounts payable experience, familiarity with GAAP and ERP systems, strong attention to detail, Microsoft 365 proficiency, associate degree in business/accounting preferred.
ERP, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook