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14 client accounting services associate jobs at 3 companies in Summerfield, NC

1mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1w
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Tax Senior Associate
High Point or Winston-Salem or Hickory or Lexington
HybridFull Time
Smith Leonard
Smith Leonard: Provides comprehensive accounting, tax, and business advisory services.
3+ YOEBachelor's degree in accounting, finance, or related field; 3–5 years of public tax accounting experience; tax research, client service, Microsoft Office, and tax software proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2w
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Tax Associate
Reidsville, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent required; accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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2w
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Tax Associate
Hillsborough, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services combining human expertise with digital innovation to help clients and communities.
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.
Copilot, ChatGPT
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2w
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Tax Associate
Greensboro, North Carolina, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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
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2w
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Tax Associate
Greensboro, North Carolina, United States
OnsiteSeasonal, Full Time
H&R Block
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.
Copilot, ChatGPT
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2w
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Tax Associate
High Point, North Carolina, United States
OnsiteSeasonal, Full Time
H&R Block
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, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
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2w
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Tax Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services providing tax preparation and financial services to clients.
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
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2w
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Tax Associate
Sanford or Greensboro
OnsiteFull Time, Seasonal
H&R Block
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 or enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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2w
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Tax Associate
Grand Junction or Greensboro
$14-$18/hr OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
Requires high school diploma/GED, completion of the H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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2w
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Tax Associate
High Point, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services that helps clients manage their tax needs.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, comfort with digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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1w
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOERequires 2+ years at a financial institution focused on high-net-worth client service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law preferred.
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOEMinimum 2 years with a financial institution serving high-net-worth clients in service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law desired.
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