23 results for Client Services Associate Jobs in Addison, TX, US

Senior Tax Associates manage and support their team on multiple engagements, review and prepare complex tax returns, engage in tax planning and consulting, collaborate with team on client issues, draft technical tax memoranda, provide client updates, assist in project management, and supervise and m...

About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cressets goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments...

Full-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and...