Client-Focused Accounting & Operations Specialist
Corda-Investment-Management
Corda-Investment-Management in Houston, TX is seeking a detail-oriented Accounting & Operations Specialist. This full-time role involves supporting financial operations, client service functions, and ensuring accuracy in day-to-day tasks. Ideal candidates will have over 5 years of experience in accounting, familiarity with QuickBooks, Salesforce, and strong organizational skills. The position aims to enhance client interactions through effective communication and support across operational functions. #J-18808-Ljbffr Corda-Investment-Management
- CORDA Investment Management, LLC is a client-centered wealth management firm... ...welcome new ideas, while staying focused on the clients we serve. Benefits... ...Type On-site Department Finance & Operations Accounting & Operations Specialist We are seeking a detail-oriented,...SuggestedPermanent employmentFull time
- 100x Recruiting is seeking a Public Tax Staff Accountant in Houston, TX. This role focuses on client relationships, tax compliance, and projections. The successful candidate will demonstrate commitment to high-quality service while preparing tax filings and handling inquiries...SuggestedFull timeWork at office
- ...is seeking an Audit Senior Associate to support its audit and accounting practice. The position requires at least three years of public... ...audit procedures, preparing workpapers, and interacting with clients to ensure accurate financial analysis. This role offers a collaborative...Suggested
- ...Advisors in providing tax advice and preparation services to clients. Responsibilities include gathering tax information, collaborating... ...ideal candidate will have a strong background in finance or accounting, effective communication skills, and a detail-oriented...Suggested
- ...support to advisors and maintaining effective operations. Responsibilities include managing office tasks, scheduling, and client interactions. The ideal candidate will have... ...organizational skills, and a customer-focused approach. Proficiency with Microsoft Office...SuggestedWork at office
- A professional services firm in Houston, Texas is seeking an experienced Accountant to manage financial reporting and client interactions. The ideal candidate will have over 5 years of accounting experience, ideally in retail, and strong communication skills. Responsibilities...
$75k - $105k
...Reporting to the Client Operations Manager, the Senior Client Operations... ...including service requests, account maintenance, transfers, and... ...Support & Development (Team Lead Focus) Provide training, coaching,... ...to Client Operations Specialists and Associates Assist with onboarding...Internship- ALLIANT CYBERSECURITY is seeking an Accounting Associate to provide exceptional service during client engagements. Responsibilities include discussing outstanding invoices, creating solutions for client inquiries, and collaborating with Accounts Payable. The ideal candidate...Work at office
$65k - $70k
...Manager in Houston, TX, to support property operations and maintenance services. The ideal... ...strong skills in vendor management and client relationships. You will help ensure operational... ...excellence while fostering a customer-focused workplace. This role offers a salary...- ..., working with extraordinary clients spanning every industry, regardless... ..., and collaboration. Our focus is on your development... ...the US, Family Offices, Owner‑Operated Business Entities, Alternative... ...advanced degree (MAcc, MST, JD); Accounting, Finance, Economics or...Full timePrivate practiceH1bLocal areaWork visa
$87.11k - $114.35k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ..., a worldwide network of independent accounting and business advisory firms in 141... ...management. Most of your work will be consulting focused!You are looking to be part of a fast-...Work experience placementWork at officeLocal areaWorldwide- ...seeking an Audit Senior Associate to deliver industry-focused audit and assurance services to middle-market clients. This role involves planning and supervising... ...Ideal candidates will have a Bachelor's degree in accounting, CPA preferred, and 2+ years of experience in...
- ...responsibility and direct partner mentorship. The ideal candidate will have 3 to 6 years of experience focusing on mergers and acquisitions. The position demands strong client communication skills and the ability to manage multiple transactions efficiently, all while...Work at office
- ...Consultant to prepare complex tax returns and handle client interactions. The ideal candidate will have a BA/BS degree in Accounting, be eligible for the CPA exam, and possess a... ...package, flexibility in scheduling, and a focus on employee growth and wellbeing. The role...
- ...Municipal Accounts & Consulting (MAC) is an established... ...motivated Accounting Specialist to join our team. This... ...Reports for assigned clients in strict compliance with... ...Prepare annual operating budgets and develop long... ...remain calm and detail-focused in high-volume, time-sensitive...Work at officeRemote work2 days per week
- ...Job # OC26011 Job Title Accounting Specialist – Accounts Payable Office Location Houston, TX preferred... ...and multi-currency international operation Role Accountabilities Process... ...Exemplify Company Core Values: Integrity, Client Focus, Team Orientation, and Personal Commitment...Weekly payWork at office
- ...Description Job Description Field Operations Specialist If you have experience in field... ...combines hands-on technical expertise with client relationship management to expand our... .... Must be process and procedure focused with dedication to documentation,...Remote work
$55k - $70k
...Client-Facing Bookkeeper / Accounting Specialist Clayton Services is searching for a Client-Facing Bookkeeper / Accounting Specialist to join a thriving bookkeeping and administrative services firm in Southwest Houston. The Client-Facing Bookkeeper / Accounting Specialist...Work at officeImmediate startMonday to FridayFlexible hours- ...commercial construction company operating throughout Texas. We are focused on building higher education, healthcare... ...buildings for commercial clients. As a sophisticated construction... ...Construction is seeking an Accounting Specialist to ensure accurate accounting records...
$60k - $70k
...Area Facilities Operations Specialist The Building People delivers integrated... ...we support communities by focusing on gratitude, giving back,... ...~ Flexible Spending Accounts ~401(k) Retirement Plan... ...the event the government or client does not sponsor or approve...Full timeContract workTemporary workWork at officeRemote workFlexible hours- A financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors. The ideal candidate should have strong organizational skills, an ability to multitask in a fast-paced...Work at office
- ...Bank Of America Treasury Sales Client Officer At Bank of America... ...business reviews with a focus on revenue realization. Treasury... ...makers and completes account/portfolio business reviews... ...understanding of bank structure and the operational aspects of global cash...Work at officeShift workDay shift
- ...Position Overview As an Operations Specialist, you will be responsible for... ...excellent customer service to clients. Knowledge & Skills... ...develop alternative solutions. Accountability Justify responsible actions... ...forwarding operations, with a focus on both exports and imports...Work experience placementLocal areaShift work
- ...movement and delivery. Provide accounting department with proper and... ...information. Communicate with clients regarding disposition of Freight... ..., hearing and using hands to operate a computer keyboard, mouse... ...vision and the ability to adjust focus Job will require regular and...
- ...Operations Specialist Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000... ...that we can surround our clients with more services and... ...of participant Managed Account services with various recordkeepers...Temporary workWork experience placementWork at officeFlexible hours
$74.6k - $139.1k
...how you can make your mark as a Senior Operations Specialist at McGriff, a division of Marsh &... ...health & benefits, retirement, and private client insurance solutions to organizations... ...are interested in joining our client-focused teams. Marsh McLennan and its...Minimum wageWork at officeLocal areaRemote workNight shift- ...a motivated Financial Planner to join their wealth management team. This role involves supporting clients in achieving their financial goals and requires a client-focused approach along with strong financial planning expertise. The ideal candidate will have at least 2...
- Brand IQ Inc. is seeking a highly organized Program Operations Specialist in Houston, Texas to support client storefront programs. You will manage storefronts, provide client support, and assist with marketing campaigns. The ideal candidate has 1-3 years in customer service...
- A strategic accounting firm for nonprofits and small businesses is seeking an experienced Accountant in Houston. This pivotal role focuses on client relationship management and proactive financial consulting. Ideal candidates will have a Bachelor's degree in accounting...Remote job
- A leading accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal...
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