SVP Deposit Operations & Commercial Client Services Madison-DavisSVP Deposit Operations & Commercial Client ServicesDallas, TXIt's the right seat for a seasoned banking operations leader with 10+ years of progressive experience who combines hands-on deposit operations knowledge with the ability to build high-performing teams, drive process automation, and serve as the primary liaison for regulatory examinations and internal audits. This is a senior executive opportunity within the Deposit Operations function of a well-established, high-performing national bank, offering full ownership of commercial banking operations spanning client service, account onboarding, deposit back-office functions, compliance, and technology integration.
Director, Private Client Services – Family Office Alvarez & Marsal Tax, LLCDirector, Private Client Services – Family OfficeDallas, TXFull timeAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Account Director / Client Services & Delivery Lead DigitalAccount Director / Client Services & Delivery LeadDallas, TXRemoteWe're looking for an experienced Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment. Coordinate multidisciplinary teams across Digital Marketing, SEO, Paid Media, Web Development, Design, Email & CRM.
Client Services Coordinator /Front Desk Phaxis LLCClient Services Coordinator /Front DeskDallas, TXHotel or Concierge experience a plus Help set up Breakfast & Lunches.
Director, Private Client Services - Family Office Alvarez & Marsal Holdings LLCDirector, Private Client Services - Family OfficeDallas, TX$130,000–$175,000 / yearnHow you will contribute\n \nAs a Director within Private Client Services, you will:\n\n Provide multiple clients with a variety of accounting and support services including but not limited to the following:\n Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports\n Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner\n Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions\n Manage and reconcile bank accounts\n Reconcile various expenses and intercompany accounts\n Prepare monthly/quarterly financial packages for clients with related work papers\n Assist in preparation of annual tax package and supporting documents\n \n\n Establish, modify, document, and coordinate implementation of accounting and accounting control procedures\n Develop trusted relationships with and collaborate with clients to compile project information and resolve issues\n Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets\n Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis\n Build client relationships and demonstrate a working knowledge of client businesses\n Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product\n Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere\n Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams\n Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives\n Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process\n \nQualifications:\n\n Bachelor's degree in Accounting\n 5 + years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred\n CPA \n High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to \n Prior proven experience leading others while managing multiple work streams\n Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables\n Passion for training and mentoring staff\n Excellent verbal and written communication skills, with the ability to establish credibility and influence clients\n Excellent research, writing, and analytical skills\n Advanced user of all Microsoft Office products (with an emphasis on Excel)\n Strong knowledge and experience in QuickBooks\n Ability to simultaneously work on several projects and effectively manage deadlines\n High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches\n Detail-oriented and possess strong organizational skills\n* Bilingual, a plus\n \nYour journey at A&M\n \nWe recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development.
Premier Client Service Specialist moomooPremier Client Service SpecialistDallas, TX$70,000–$110,000This role sits at the intersection of product expertise, market knowledge, and premium service—you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Tax Manager - Private Client Services WeaverTax Manager - Private Client ServicesDallas, TX$125,000–$191,000 / yearA Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts.
Assistant Director of Client Service CHILDREN'S ADVOCACY CENTER FOR NORTH TEXASAssistant Director of Client ServiceLewisville, TX$75,000 / yearThe Assistant Director of Client Services provides strategic, clinically informed, and operational leadership for the Family Advocacy and Comprehensive Case Management (CCM) programs. This role ensures consistent, high-quality, trauma-informed services for children and caregivers from initial engagement through long-term stabilization.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Operations Services Associate LancesoftOperations Services AssociateIrving, TX$19.50Your primary responsibilities will center on high-volume document processing, meticulously following specific, detailed instructions for each package, and performing final verification to guarantee exceptional accuracy in a zero-error tolerance environment. You will be responsible for organizing and preparing finalized packages for secure delivery to various Taxing Authorities while meeting strict daily deadlines.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesDallas, TexasThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Tax Associate – Private Client Services AndersenSenior Tax Associate – Private Client ServicesDallas, TexasThe Role: Senior Tax Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Services Supervisor Prestonwood Baptist Church IncClient Services SupervisorRichardson, TXTeach volunteers how to build and maintain relationships with their clients through appropriate touch points and constant follow up, including celebrating important dates, being there during crisis situations, etc. Manage crisis pregnancy clients through emergency situations by using outside resources such as Health & Human Services advocate site, hospitals, adoption agencies, etc.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesDallas, TX$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesDallas, TX$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Client Services Associate - Waterworth Wealth Advisors Kestra Financial Independent AdvisorClient Services Associate - Waterworth Wealth AdvisorsGrapevine, TXSupports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations.
Vice President of Client Services Integrity Marketing GroupVice President of Client ServicesDallas, TexasThe VP of Client Services & Field Relations serves as a trusted advisor, relationship steward, and organizational leader responsible for strengthening field relationships, preserving culture, resolving complex business and interpersonal issues, and supporting business growth across the organization. We are seeking a Vice President of Client Services serves as a key executive leader responsible for strengthening and maintaining alignment between PHP’s field distribution, home office operations, carrier partners, and strategic stakeholders.
Vice President Of Client Services Integrity Marketing GroupVice President Of Client ServicesDallas, TXThe VP of Client Services & Field Relations serves as a trusted advisor, relationship steward, and organizational leader responsible for strengthening field relationships, preserving culture, resolving complex business and interpersonal issues, and supporting business growth across the organization. We are seeking a Vice President of Client Services serves as a key executive leader responsible for strengthening and maintaining alignment between PHP's field distribution, home office operations, carrier partners, and strategic stakeholders.
NewTravel Client Services Coordinator ChristiTravel Client Services CoordinatorDallas, TexasWe are seeking a motivated, detail-oriented Travel Client Services Coordinator to help clients research, plan, and coordinate their travel arrangements. This remote role is ideal for someone who enjoys travel, customer service, organization, and helping others create memorable experiences.
Associate Manager, Bank Client Services First Command Financial Services, Inc.Associate Manager, Bank Client ServicesFort Worth, TXFull timeWorking closely with branch leadership, Operations Support, Bank Compliance, Bank Risk & Quality Control, and Internal Audit, the Bank Client Service Associate Manager helps identify and mitigate operational risk, supports process consistency, and ensures key controls operate effectively. As a leader and brand ambassador for First Command, the Bank Client Service Associate Manager leads by example, promotes value driven leadership, supports client adoption of alternative banking channels, and helps deliver a seamless, compliant, and high-quality banking experience.