53 client accounting services associate jobs at 27 companies in Three Lakes, FL
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
6d
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
NMLS, OFAC, USA PATRIOT Act
1mo
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
1mo
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
1mo
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
1mo
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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
3w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities/IAR registrations (or ability to obtain), life/health & variable contracts (or ability to obtain), strong analytical and computer skills, valid US work authorization.
5d
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Client Advisory Services (CAS) Senior Associate/ Senior Staff Accountant
Lincolnshire or Chicago or Miami or Philippines
$80k-$100k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA eligibility, and at least 3 years of accounting experience including 1 year at senior associate level. Requires strong analytical, communication, project management, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel
2mo
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Tax Senior Associate - Private Client Services (PCS)
Coral Gables or Fort Lauderdale or Miami
$80k-$115k/yr HybridFull Time
2+ YOEBachelor's in accounting or equivalent, 2+ years public accounting tax compliance experience, experience preparing US individual/partnership/S-corp returns, CPA or EA preferred, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
2mo
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Tax Senior Associate - Private Client Services (PCS)
Miami or Fort Lauderdale
HybridFull Time
2+ YOEBachelor's in Accounting required, 2+ years public accounting tax compliance experience (partnerships, S-corps, individuals); CPA or Enrolled Agent preferred; experience with GoSystems or CCH Axcess; strong communication and critical thinking.
GoSystems, CCH Axcess
3mo
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Private Wealth Management Registered Client Service Associate
Miami, Florida, United States
OnsiteFull Time
2+ YOEHigh School Diploma required; college degree preferred; Series 7 and Series 66 (or Series 63 and Series 65) licensure; 2+ years industry experience; knowledge of financial products; strong client service and Microsoft Office skills.
Microsoft Office, Excel, PowerPoint, Outlook, Word, MSOnline, eSign, eAuthorization
2w
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Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, Florida, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (or 63 and 65) required or to be obtained; advanced industry knowledge; client service orientation; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced industry knowledge, client service experience, strong communication, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Healthcare Tax Services Senior Associate
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
FAS 109, FIN 48
2w
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Senior Associate, Business Tax Services - Private Clients
Miami, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of ultra-high-net-worth individual or trust and estate tax experience, a bachelor's, J.D., LL.M. in taxation, or MST, and experience managing client engagements and teams.
1mo
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Senior Audit Associate (Client Service)
Miami, Florida, United States
OnsiteFull Time
2+ YOEBachelor's in accounting,2+ years public accounting audit experience,financial institution audit preferred,CPA preferred,proficiency with Microsoft Office and audit software,strong communication and analytical skills.
Microsoft Office, Engagement, Knowledge Coach
1w
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Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate
New York City or Melville or Miami or United States or Florham Park
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years of experience, and eligibility to sit for the CPA exam in the intended state. Requires tax compliance, financial analysis, tax research, document preparation, and client relationship skills.
H-1B
2w
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Tax Associate
Fort Lauderdale, Florida, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, completion of the H&R Block Income Tax Course, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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Tax Associate
Florida City, Florida, United States
OnsiteFull Time, Seasonal
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
2w
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Financial Planning Associate / Paraplanner
Plantation, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years of client service or business experience and a bachelor's degree in business or a related field. Wealth management or financial planning experience preferred; strong organization and client service skills required.
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