10 client accounting services associate jobs at 4 companies in Johnson City, TN
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Client Accounting & Advisory Services Associate
Kingsport, Tennessee, United States
OnsiteFull Time
ClearPoint CPAs PC: Your Clear Path to Financial Success
1+ YOE1–3 years bookkeeping or small business accounting experience, 1–2 years payroll experience, proficiency with QuickBooks Online/Desktop, associate's or bachelor's in accounting preferred, strong attention to detail and communication.
Cary Street Partners: Independent wealth management firm serving individuals, families, and institutions with financial planning, investment management, and advice.
Provide administrative and client operations support for wealth advisors; experience with account opening, billing, CRM, and custodial platforms. SIE & Series 7 preferred; 5+ years experience and associate degree preferred.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
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 tax obligations and make informed financial decisions.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax services that combines human expertise with digital innovation to help clients and communities.
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 tax and financial needs.
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 needs.
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 services providing tax preparation, financial products, and client support.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tools proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
3+ YOE3+ years client service experience in finance preferred; Series 7 and 66 licenses (for registered CSAs), bachelor's or master's in finance preferred; strong communication, analytical and problem-solving skills.