38 client accounting services associate jobs at 15 companies in Auburndale, FL
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
1+ YOEHolds FINRA SIE and Series 7 and Series 66 (63/65 accepted), high school diploma/GED, ~1 year relevant experience, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
1mo
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Senior Audit Associate (Client Service)
Tampa, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting, 2+ years public accounting audit experience, financial-institution audit preferred, proficiency with Microsoft Office and audit engagement software, CPA preferred or CPA-eligible.
Microsoft Office, Engagement, Knowledge Coach
4w
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Tax Senior Associate
Orlando, Florida, United States
OnsiteFull Time
2+ YOE2+ years tax experience in public accounting or industry, CPA preferred, strong client service and communication, team orientation, and commitment to continuous learning.
1w
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Specialty Lending Analyst/Associate - January 2027
Tampa, Florida, United States
FieldFull Time
Bachelor's degree in accounting, finance, economics, or related field; strong analytical, communication, data interpretation, Excel, Word, deadline management, and client-service skills. Travel up to 50%.
Microsoft Excel, Microsoft Word
1w
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Tax Associate
Orlando, Florida, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools.
Copilot, ChatGPT
1w
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Tax Associate
Orlando, Florida, United States
OnsiteFull Time, Seasonal
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
4d
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Associate Financial Advisor
Valrico, Florida, United States
$65k-$70k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; experience in sales or client relationship management; strong communication; willingness to obtain sponsored licenses.
MoneyGuide, Salesforce
1w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1w
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Clearance & Settlement IC Associate
Tampa, Florida, United States
$60k-$115k/yr HybridFull Time
4+ YOEMinimum 4 years of related experience; bachelor's degree preferred or equivalent experience. Requires operational process execution, exception resolution, risk and control knowledge, client service, communication, and project participation.
1mo
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Hiring Event - Part Time Associate Banker Tampa Bay SE Tampa (30 Hours)
Tampa, Florida, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
2mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
3mo
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Tax Bookkeeping Specialist
Atlanta or Tampa
$20-$33/hr OnsiteFull Time
0+ YOEAssociate’s degree in accounting or related field; 0-3 years bookkeeping experience; proficiency in QuickBooks Online and Excel; strong client service skills.
QuickBooks Online, Microsoft Excel, Microsoft Office
2w
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Merchant Services Account Executive - Business Banking
Orlando, Florida, United States
FieldFull Time
Associate degree preferred; less than one year of professional experience and/or formal development program. Sales, prospecting, client relationship, negotiation, and merchant services knowledge preferred.
2w
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Graphic Account Manager (94396)
Dallas or Chicago or Anaheim or Las Vegas or Orlando or Atlanta or New Orleans or Nashville or Alexandria
HybridFull Time
Experience managing client graphic requirements, Adobe InDesign/Photoshop/Illustrator skills, Microsoft Office proficiency, strong customer service, organizational and problem-solving skills; associate preferred, high school diploma required.
Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Microsoft Office
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