24 client accounting services associate jobs at 11 companies in Lawrence, IN
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Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
Experience in financial services, proficiency with Microsoft Office (Outlook, Excel, Word), strong attention to detail, ability to work independently and in a team; high school diploma or equivalent required.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
3mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
1mo
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
5d
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Registered Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of investment industry experience, Series 7 and Series 63 or 66, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Senior Associate, Business Tax Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEMinimum 2 years corporate tax experience; knowledge of corporate taxation, consolidations, partnerships and ASC 740; strong advisory, communication and client-management skills; bachelor's degree or equivalent.
1mo
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Tax Senior Associate - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
3+ YOECPA or working toward CPA, minimum 3 years public accounting experience, Bachelor’s degree in accounting, strong communication, organization, and client service skills.
1w
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Tax Associate
Muncie, Indiana, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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
3w
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Hiring Event - Part Time Associate Banker Indy Southwest (30 Hours)
Avon, Indiana, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use digital banking tools, cash handling and client engagement; high school diploma/GED required.
Chase Mobile App, Chase.com, ATM, tablet
2mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
1w
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Construction Site Office Associate
Lebanon, Indiana, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma and 1+ year of high-volume recruiting, account management, on-premise client support, or customer service experience; construction project administration preferred.
Connected
4w
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Account Manager - Valet Operations - Hilton Signia Hotel Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEManage account financials, client relations, staffing, scheduling, safety, and service metrics; associate hiring, training, and performance management; valid driver\u0002s license and clean driving record required.
Microsoft Excel, Microsoft Word, Outlook, Point-of-sale
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