30 client accounting services associate jobs at 10 companies in Sherman, TX
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
1w
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Registered Client Service Associate
Plano or United States
OnsiteFull Time
High school diploma or equivalent, active Series 7 and applicable Series 63, 65, or 66 registrations, financial services product knowledge, advanced Microsoft Office skills, and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Senior Associate - Private Equity Fund Accounting
Frisco, Texas, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor's in Accounting/Finance,3+ years private equity or related experience,GPA ≥3.0,advanced accounting skills,proficiency with QuickBooks,Microsoft Outlook,Excel,Word;Investran preferred,strong client service and communication.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
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)
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Client Service Associate - Non-Registered
Frisco, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years clerical experience; proficiency with Microsoft Office; knowledge of administrative procedures, account opening, brokerage industry basics, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
3d
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Senior Client Service Account Associate
Irvine or Plano or Chicago
$71k-$107k/yr OnsiteFull Time
3+ YOERequires 3+ years of relevant industry or functional experience, Treasury Services product knowledge, strong communication, judgment, prioritization, client partnership, and risk evaluation skills.
Virtual Desktop Infrastructure (VDI), Blackberry, Good mobile suite
2w
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Tax Associate
Garland, Texas, United States
OnsiteSeasonal, Full Time
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.
Copilot, ChatGPT
2w
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Tax Associate
McKinney, Texas, United States
OnsiteSeasonal, Full Time
Requires H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma/GED. Bachelor’s degree preferred.
Copilot, ChatGPT
3w
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Associate Financial Advisor
Plano, Texas, United States
$69k-$75k/yr OnsiteFull Time
3+ YOERequires a bachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; and willingness to obtain sponsored Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
1mo
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Associate, Loan Platforms Support
Boston or Dallas
$46k-$60k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; strong client service, analytical and problem-solving skills; proficiency with Microsoft Word and Excel; ability to manage onboarding, data research, and account maintenance.
Microsoft Word, Microsoft Excel, Salesforce, SAAS
1mo
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Associate Financial Consultant (AFC National Plan Event Team)
Frisco, Texas, United States
$63k-$92k/yr OnsiteFull Time
2+ YOE2+ years financial services experience required, university degree preferred. Must obtain Series 7 and Series 63 and resident state life and health insurance license within 120 days. Strong client service, communication, and financial planning skills.
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