Client Advisory Services Manager: Strategy & Finance
Talnt
Talnt is seeking an Accounting Services Manager in Frisco, Texas, to oversee outsourced accounting and financial advisory services. The ideal candidate will lead client engagements, ensuring accuracy and compliance while mentoring team members through ongoing professional development. With a minimum of 5 years in accounting, CPA eligibility, and expertise in GAAP, this role focuses on enhancing client value through strategic consulting and improving financial processes. Excellent communication skills and proficiency with accounting software are essential. #J-18808-Ljbffr Talnt
- Frey Consulting Group is seeking an experienced Tax Manager to oversee tax preparation and client advisory for small businesses and individuals in Frisco, TX. The ideal candidate will have 6+ years in public accounting, strong knowledge of tax regulations, and hands-on...Suggested
$67k - $159.92k
A leading advisory and tax firm is seeking an experienced Manager to join their outsourced client accounting practice in Texas. The role includes overseeing accounting operations, delivering exceptional client services, preparing financial reports, and providing business...Suggested$62.5k - $87.5k
Overview The Wealth Client Relationship Manager partners with Wealth Management Advisors... ...in delivering client service and supporting high-net worth... ...leads Wealth Management advisory teams to help high-net worth... ...in overall book management strategy. Provides client service and...SuggestedWork experience placement$62.5k - $87.5k
Wealth Client Relationship Manager The Wealth Client Relationship Manager partners... ...Advisors in delivering client service and supporting high-net... ...operationally leads Wealth Management advisory teams to help high‑net... ...in overall book‑management strategy. Provide client service and...SuggestedWork experience placement- Wealth Management Client Relationship Manager page is loaded## Wealth Management... ...in delivering client service and supporting high-net worth... ...operationally leads Wealth Management advisory teams to help high-net worth... ...in overall book management strategy.* Provides client service...SuggestedWork experience placementWork at office
- Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in delivering exceptional service to high-net worth clients. The ideal candidate will focus on building and managing client relationships, providing sales support, and guiding...
$205.38k - $327.84k
...Tilly International seeks a Cybersecurity & IT Risk Director in Frisco, Texas. This role involves evaluating client risks, managing cybersecurity advisory services, and leading business development efforts. Candidates should possess a Bachelor's degree and CISSP...- ...Frisco, TX Fulltime Client: Lexipol Responsibilities... ...reporting issues. Advise management on technical accounting and reporting... ...degree in accounting, Finance, or related field. CPA or... ...accounting, accounting, and reporting advisory, revenue recognition, and SOX...Full time
- ...think about and interact with personal finance. We’re a next-generation fintech company... ...engineers, marketers, designers, and operations managers, with a diverse set of backgrounds and... ..., or to induce you to pay a fee for services related to recruitment or training. SoFi...Fixed term contractWork at officeRemote workFlexible hours
- A leading advisory and tax firm in Frisco, Texas is looking for a Controller to provide exceptional client service and financial expertise. The role involves preparing financial reports, managing accounting operations, and offering business insights. Candidates must have...
- Farnsworth Group Inc. is on the lookout for a Finance Director to provide strategic financial leadership in Frisco, Texas, overseeing financial management, planning, and reporting. The ideal candidate will have a robust background in financial modeling, demonstrated experience...
- ...As a Customer Success Manager, you will be crucial in ensuring our... ...desired outcomes with our products/services. You will be our customers'... ...fintech companies. We free finance professionals to lead by... ...relationships with a portfolio of 45+ clients during each stage of their...Work at officeFlexible hours
- O'Neil Digital Solutions is seeking a Manager for Client Services in Plano, Texas. This role involves overseeing daily client business activities, including production monitoring, invoicing, and reporting. Candidates should have an Associate’s degree and at least 5 years...
$67k - $159.92k
Baker Tilly Advisory Group, LP is seeking an experienced Accounting Manager to work in a cloud-based environment, serving multiple clients across the U.S. This role embodies leadership, providing financial expertise and managing accounting operations. Candidates should...$67k - $159.92k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and... ...Tilly) provide professional services through an alternative practice structure... ...We’re looking for an experienced Manager to join our outsourced client...Local area- A leading advisory firm in Texas is seeking a Manager for Client Accounting Services to oversee client accounting operations and provide financial expertise. This role involves managing client service, financial reporting, and mentoring staff within a cloud-based environment...Remote job
- Thomson Reuters is seeking a Product Success Manager in Frisco, Texas, to enhance customer relationships and drive the adoption of AI-enabled CoCounsel Legal products. The role demands managing multiple projects and delivering comprehensive enablement to both customers...
$21 per hour
...Client Support Manager GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to... ...Provide our customers with world-class customer service Be a supportive and collaborative...Live out$85k - $100k
O-I Glass in Plano, Texas is seeking an Assistant Finance Manager responsible for financial reporting and analysis, ensuring data integrity and timely insights for decision-making. You will collaborate across teams to drive improvements in financial performance and processes...- JPMorgan Chase & Co. in Frisco, Texas is seeking a Business Relationship Manager. In this role, you will manage a portfolio of 100-130 business clients, focusing on their financial needs while ensuring a top-tier client experience through tailored financial solutions....
- .... is seeking a Business Relationship Manager I to enhance client experiences and provide tailored financial... ...through effective business banking strategies. The ideal candidate should have at... ...management. A Bachelor's degree in Finance or related field is preferred. Come join...
$115k - $120k
...26, 2026 Company: O'Neil Digital Solutions, LLC Title: Client Services, Project Manager, Plano (On-Site) About Us Founded in 1973, O’Neil Digital... ...presentation of key deliverables to ensure relevancy, strategy, quality and timeliness Ensure that all project documentation...Work at officeLocal areaRemote work$131.2k - $233.6k
...Consultants, providing expertise in financial planning across various modalities to fulfill clients' financial goals. Key responsibilities include strategic decision-making, managing relationships across teams, and analyzing event data. The ideal candidate has 8+ years of...- ...Planning & Analysis At Republic Finance, we are building a leading... ...and incomparable customer service driven by our shared mission... ...various departments and senior management to develop budgets, forecasts... ...of Portfolio Finance – Tech Strategy & Governance Director, Commercial...Full timeWork at officeFlexible hours3 days per week
$110k - $125k
...Job Description Manager Financial Planning and Analysis Lewisville/Denton... ...cost oversight, and other overall strategies. • Coordinate service delivery within the group by working... ...operations financial review. • Direct finance, accounting, budgeting and payroll...Contract workRelocation$130k - $150k
...seeking a Customer Experience professional to enhance platform adoption for Direct Material/Electronics sourcing. The role requires managing client relationships, conducting training sessions, and delivering strategic insights to maximize savings. Qualifications include a...$130k - $150k
Renesas Electronics is seeking a Customer Experience professional in Frisco, TX. This role involves managing client relationships and delivering expert training tailored to the needs of professionals in Direct Material and Electronics Sourcing. The ideal candidate will...- ...with 3-5 years consistent accounting and finance work experience. Most importantly, we’re... ...simultaneously Strong time and project management of small to large internally focused... ...and proactive to assist on last minute client or team needs Responsibilities Execute...Full timeWork experience placementInternshipFlexible hours
- ...Job Description About the Role: The Accounting Services Manager, also known as a Client Advisory Services (CAS) Manager, is responsible for delivering... ...Qualifications: Bachelor's degree in Accounting, Finance, or a closely related field. Minimum of 5 years of...
- ...in Recruitment and Workforce Management Solutions (HCM). Our AI-driven... ...built and managed to help clients stay agile, scalable, and future... ...systems, and clinical service providers seeking smarter, faster... ...specialize in IT, engineering, finance, healthcare, and professional...Permanent employmentContract work
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