874 Associate Client Advisory Ny jobs in Houston,TX

Featured Opportunity

Work From Home Sales Coordinator

Globe Life - Waisman - Pavel Agency - Houston, TX

Work From Home Sales Coordinator

RemoteRetirement Benefit

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Senior Manager, Business Tax Services - Private Clients

KPMG

Houston, TX 77084

OnsiteHealth InsuranceRetirement Benefit

Minimum eight years of ultra-high net-worth tax experience in an accounting firm and/or law firm
Bachelor's degree from an accredited college/university
Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
Excellent written and verbal communication skills with the ability to evaluate and articulate complex information

SmartExplore AI is experimental.

New, Posted 19 hours ago

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Junior Sales Associate

Globe Life - Waisman - Pavel Agency

Houston, TX

RemoteUrgently HiringRetirement Benefit

Candidates must be based in Texas to be considered.
No prior sales experience is required—we provide comprehensive training and ongoing support.

SmartExplore AI is experimental.

New, Posted 4 hours ago

Recommended

Client Care Coordinator - HomeCare Agency

Homewatch CareGivers of Pearland

Alvin, TX 77512

New, Posted 15 hours ago

Recommended

Private Wealth Advisor (Private Client - Personal Strategy)

Empower Careers

Houston, TX 77084

Flexible Schedule

New, Posted 1 day ago

Recommended

Easy Apply

Benefits Sales Representative - Work From Home

Giddens Organization

Spring, TX 77379

Remote

Must live in the state of Texas
State and federal laws require licensing to sell certain insurance products
Ability to obtain a license is required

SmartExplore AI is experimental.

New, Posted 2 hours ago

Recommended

Easy Apply

Legal Accountant

Prestige Accounting & Consulting

Houston, TX 77001

$55,000-$65,000/yr

Onsite

Accountant
5 years' related accounting, bookkeeping, or related field experience at a law firm or accounting firm
Strong understanding of generally accepted accounting principles (GAAP) and accounting procedures
H.S. diploma or equivalent, some college preferred - bachelor's degree is a plus
Capable of maintaining strict confidentiality dealing with financial data
Proficient in MS Excel, data entry, and accounting software
Accurately manage client trust accounts (IOLTA) for multiple law firm clients, ensuring full compliance with state bar requirements
Record and reconcile all IOLTA transactions, including deposits, disbursements, and transfers
Perform three-way reconciliations monthly and prepare documentation for audit readiness
Handle all aspects of law firm bookkeeping, including client billing, accounts payable and receivable, payroll journal entries, and data entry
Review and oversee client billing functions using platforms like CosmoLex, TimeSlips, or similar software
Enter all client costs and receipts into billing and accounting systems accurately and promptly
Manage and update accounting and billing systems, including QuickBooks Online, CosmoLex, and Microsoft Office Suite
Provide support and guidance to clients on how to use these systems effectively, when necessary
Prepare and deliver monthly financial statements and custom reports to firm owners
Coordinate with external CPAs and tax professionals during monthly and year-end close
Maintain organized and audit-ready records for each client