23 client accounting services associate jobs at 7 companies in Baldwin, PA
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors; client-centric, detail-oriented, able to learn new technology platforms; high school diploma required; SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Mid Office Services Analyst
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOECompletes client transactions, reviews documentation for accuracy, coordinates with internal partners; requires typically an Associate degree and 3+ years related experience.
3w
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Wealth Management Tax Services Senior Associate
Pittsburgh or Charlotte or Philadelphia or Phoenix or New York City
$77k-$214k/yr OnsiteFull Time
2+ YOEBachelor's degree, at least 2 years' experience, eligible to sit for CPA exam in intended state, experience in tax compliance, financial analysis, tax document drafting, and client advisory.
1w
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Tax Associate
Homestead, Pennsylvania, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of tax training or assessment.
Copilot, ChatGPT
1mo
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Associate Financial Advisor
Cranberry Township, Pennsylvania, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
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Senior Associate, M&A Tax
Harrisburg or Philadelphia or Pittsburgh
OnsiteFull Time
3+ YOE3+ years federal tax or M&A experience in public accounting, corporate tax, or law firm; relevant graduate or professional degree; strong research, writing, and client service skills; ability to lead and train staff.
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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