Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareAustin, 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.
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesAustin, 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.
Account Director / Client Services & Delivery Lead DigitalAccount Director / Client Services & Delivery LeadAustin, TXWe'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.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeAustin, 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.
Specialist, Trader Service International Client Services (Mandarin Required) The Charles Schwab CorpSpecialist, Trader Service International Client Services (Mandarin Required)Austin, TXAs champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Preferred Qualifications: 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSan Marcos, TexasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Senior Client Services Analyst - Austin Hybrid Education Realty Trust Inc (Inactive)Senior Client Services Analyst - Austin HybridAustin, TXThis role supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sale, conducting detailed underwriting of potential 3rd party management assignments as well as direct investments and developments, interpreting market trends, forecasts, and financial results, and interfacing with management clients to improve customer satisfaction. Works with Client Services team to engage 3rd party clients throughout acquisition pursuit process to assist with potential investment decisions related to rental trends, expense management, value add opportunities, cap rate trends, valuation methodologies, etc.
Client Services Account Manager Electric Reliability Council of Texas IncClient Services Account ManagerTaylor, TX$83,000–$114,000 / yearMaintains and expands knowledge of ERCOT market protocols, ERCOT's operations and business functions in order to be an effective liaison between ERCOT and Market Participants on a wide range of subjects across most of ERCOT's functions. Builds knowledge of ERCOT market protocols, ERCOT's operations and business functions in order to be an effective liaison between ERCOT and Market Participants on a wide range of subjects across most of ERCOT's functions.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesAustin, 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.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitAustin, 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.
Client Services Coordinator Burnett SpecialistsClient Services CoordinatorAustin, TXA leading global commercial real estate services firm is seeking a Client Services Coordinator to support a team of top brokers. Send out Market reports, e-mail marketing (including list maintenance) and social media posts for brokers.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesAustin, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateTX$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Commercial Lines Client Service Manager GallagherCommercial Lines Client Service ManagerAustin, TexasFull timeOverview : At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our middle market service team in Austin, TX. About you : Here’s what you’ll bring to the role: A Bachelor’s degree with 5+ years of client service management experience, or a high school diploma/GED with 8+ years of experience.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesAustin, 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.
Director of Client Services - Bay Area VirtasantDirector of Client Services - Bay AreaAustin, TexasRemoteWe’re looking for a delivery-first leader to join our Client Services team — someone who owns outcomes, builds trust with clients through great work, and drives long-term growth by delivering real results. You’ll be the face of Virtasant to our clients, responsible for ensuring we deliver what we promised, navigating delivery challenges, and growing the account by doing great work.
Associate, Client Services Dimensional Fund AdvisorsAssociate, Client ServicesAustin, TXThe Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry events, Practice Management, and Dimensional Way of Selling. Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience.
Director of Client Services | North America VirtasantDirector of Client Services | North AmericaAustin, TexasRemoteWe’re looking for a delivery-first leader to join our Client Services team and lead strategic client accounts — someone who owns outcomes, builds trust with clients through great work, and drives long-term growth by delivering real results. Our fully remote, globally distributed team is passionate about delivering world-class technology solutions while embracing a culture of excellence, ownership, and impact.
Senior Client Services Analyst - Austin Hybrid Greystar Real Estate Partners LLCSenior Client Services Analyst - Austin HybridAustin, TXThis role supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sale, conducting detailed underwriting of potential 3rd party management assignments as well as direct investments and developments, interpreting market trends, forecasts, and financial results, and interfacing with management clients to improve customer satisfaction. Works with Client Services team to engage 3rd party clients throughout acquisition pursuit process to assist with potential investment decisions related to rental trends, expense management, value add opportunities, cap rate trends, valuation methodologies, etc.
Client Services Specialist All Financial FreedomClient Services SpecialistAustin, TX$32,000–$60,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.