12 client accounting services associate jobs at 5 companies in Grass Valley, CA
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Client Associate
Sacramento, California, United States
$55k-$75k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global wealth management and universal banking services provider.
1+ YOECollege degree in Business, Finance, or Accounting required; 1–3 years of client service experience; Series 7 and 66 licenses required or obtainable within six months; Microsoft Office proficiency.
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
High school diploma/GED, customer or client service experience, clear communication, problem-solving, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, customer or client 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.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
High school diploma or GED, customer or client 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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, customer or client 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.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool comfort, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services providing tax assistance and related products.
High school diploma or equivalent; customer or client service experience; strong communication and problem-solving skills; comfort with digital tools, including Copilot and ChatGPT; completion of the H&R Block Income Tax Course or assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Ken Schuurman - State Farm Agent: An independent insurance agency helping people manage risk, recover from the unexpected, and realize their dreams.
Provide customer service and account management for insurance clients; assist sales representatives; strong organization and phone communication skills; prior insurance experience preferred.