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.
Client Service Leader - Water Services CDM SmithClient Service Leader - Water ServicesDallas, TexasJob Description: As a member of this team, you would contribute to CDM Smith's mission-critical projects by: Leading and creating client engagement strategies and pursuit plan for municipal clients in the Dallas/Fort Worth and West Texas markets. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Associate, Client Services Third BridgeAssociate, Client ServicesDallas, TexasBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services - 2027 Start Dates Third BridgeAssociate, Client Services - 2027 Start DatesDallas, Texas$77,000–$102,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, Client Accounting Services (CAS) - Not for ProfitDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeDallas, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
NewCLIENT SERVICES SPECIALIST The Trade GroupCLIENT SERVICES SPECIALISTGrapevine, TXThis position is responsible for supporting the administrative, operational, and financial activities associated with EMP projects, including, project, customer, and billing information within internal systems; supporting timely kickoff, agreement, prepayment, invoicing, accounts receivable, and invoice reconciliation activities; reviewing quote-to-actual project costs and documenting variances; and working closely with Sales, Account Management, Project Management, Accounting, Inventory Control, client accounting teams, and customers to ensure accurate communication, exceptional customer service, and the timely progression of projects and payment milestones. We specialize in designing, fabricating, delivering, installing, dismantling, storing and managing trade show exhibits and corporate events for a diverse range of clients.\r\nWe are seeking a team member that brings energy, a drive for excellence and proactivity, and a desire to contribute to a 200+ person community both professionally and culturally.
Remote Client Services Coordinator The Hiring PlatformRemote Client Services CoordinatorDallas, TexasRemoteThe ideal candidate communicates clearly, stays organized, and enjoys helping clients throughout the planning and reservation process. Previous customer service or coordination experience is helpful.
Client Services & Reservation Coordinator Grace & Getaways Travel LLCClient Services & Reservation CoordinatorDallas, TexasSuccessful candidates should be comfortable asking questions, listening carefully to customers, researching options, and helping clients move confidently through the reservation process. Grace & Getaways Travel LLC provides personalized vacation planning and booking assistance for individuals, couples, and families.
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesDallas, TexasCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
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.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Frisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
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.
Client Services Team Lead (CLO/ABL) Valitana LLCClient Services Team Lead (CLO/ABL)Plano, TX$145,000–$165,000 / yearValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
Associate, Private Wealth Client Services Cresset CapitalAssociate, Private Wealth Client ServicesDallas, TXRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupDallas, TX$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors East, Institutional Client GroupDallas, TX$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.