14 client accounting services associate jobs at 8 companies in Spring Lake, MI
1w
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Client Associate
Grand Rapids, Michigan, United States
OnsiteFull Time
2+ YOEBA/BS degree, 2+ years of industry experience preferred, Series 7 and 66 or Series 7, 65, and 63 registrations, strong client service and organizational skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur
3w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Tax Senior Associate - Private Client Services
Ada, Michigan, United States
OnsiteFull Time
3+ YOEBachelor's in Accounting (or related), 3+ years public accounting tax experience, experience preparing individual/trust/estate/partnership/S-corp returns, strong technical tax knowledge, research skills, and client communication.
UltraTax, GoRS, CoCounsel, Thomson Reuters
1w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI
Spring Lake, Michigan, United States
OnsiteFull Time
Requires active Series 7; Series 66 or 63/65 and Life and Health Insurance licenses within 120 days. SIE required for registrations after October 1, 2018. Strong client service and operational skills.
3mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
4w
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Audit Senior Associate - Commercial Services
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years external audit experience, ability to supervise staff, meet CPA education requirement for home state, travel to client sites, work additional hours, and authorize work eligibility in the U.S.
3mo
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Federal Tax Senior Associate
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yr OnsiteFull Time
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
2w
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Tax Associate
Lowell, Michigan, United States
OnsiteSeasonal, Full Time
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.
Copilot, ChatGPT
2w
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Tax Associate
Wyoming, Michigan, 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.
Copilot, ChatGPT
2w
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Tax Associate
Grand Rapids, Michigan, United States
OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Grandville or Grand Rapids
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
2w
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Tax Associate
West Milwaukee, Wisconsin, United States
OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
EPIC