9 client accounting services associate jobs at 3 companies in Pulaski, VA
1mo
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
Microsoft Office
3mo
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Senior Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yr OnsiteFull Time
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Financial planning software, Microsoft Office
1w
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Tax Associate
Pulaski, Virginia, United States
$18-$24/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. Tax course or assessment required.
Copilot, ChatGPT
1w
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Tax Associate
Christiansburg or Florida
$14-$18/hr OnsiteFull Time, Seasonal
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.
Copilot, ChatGPT
1w
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Tax Associate
Bluefield, West Virginia, United States
OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Radford or Roanoke
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
1w
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Tax Associate
Tazewell, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
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.
Copilot, ChatGPT
1w
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Tax Associate
Roanoke, Virginia, United States
$14-$18/hr OnsiteSeasonal, Full Time
High school diploma/GED, 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.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Salem, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
No prior tax experience required; training provided. Requires 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