3 client accounting services associate jobs at 2 companies in Fairborn, OH
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Tax Associate
Evendale, Ohio, United States
OnsiteSeasonal, Full Time
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
High school diploma/GED, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital and AI tools. Accounting or finance degree preferred.
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Carson Wealth: Carson Wealth is a privately held U.S. wealth-management firm providing financial planning and investment advice to individuals and families.
Provide client-facing service and operations support for advisors, process new accounts and transfers, maintain accurate client records, strong MS Office skills and attention to detail required.
Microsoft Office, Microsoft Teams, Microsoft Excel, Microsoft Outlook, Orion, Adobe, Zoom, Salesforce