Top 99 Tax specialist Jobs in Melissa Tx

Wealth Management Client Service Specialist
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Celina, TX
- $16 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
5d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Plano, TX
- $16 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Allen, TX
- $16 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Patient Services Specialist I - Cardiology Clinic (McKinney, TX)
Baylor Scott & White Health —McKinney, TX
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
10d
Financial Accounting and Tax Specialist
Ericsson —Plano, TX
- 8 hour shift
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Principal Specialist, Field Service
Raytheon —McKinney, TX
- $86,800 - $165,200 a year
- Full-time
- Bachelor's degree
- Organizational skills
- Senior level
- Paid holidays
- Disability insurance
6d
Patient Services Specialist I (Medical Records/HIM) – Hybrid
Baylor Scott & White Health —Plano, TX
- Hybrid work
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
Principal Specialist, Engineering Services
Raytheon —McKinney, TX
- $86,800 - $165,200 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Office
- Paid holidays
- Disability insurance
4d
Tax Preparation Specialist
Lijin J Philip CPA PC —Plano, TX
- $25 - $35 an hour
- Part-time
- Background check
- Customer service
- 5 years
Quick Apply
Patient Services Specialist 1
Baylor Scott & White Health —McKinney, TX
- Outpatient experience
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
Career Transition Service Specialist - Part Time -30 HRS/WK
Serrato Corp. —McKinney, TX
- From $21.10 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
4d
Patient Services Specialist II – Cardiology Clinic
Baylor Scott & White Health —Plano, TX
- Mid-level
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
10d
Student Financial Services Specialist
Galen College of Nursing —Richardson, TX
- 8 hour shift
- Ability to sit for extended periods
- Organizational skills
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Loan repayment program
Quick Apply
14d
Patient Services Specialist 2 - Primary Care
Baylor Scott & White Health —Frisco, TX
- Primary Care
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
Senior Specialist, Services Operations
Samsung —Plano, TX
- Full-time
- Mid-level
- Bachelor's degree
- 4 years
- Wellness program
- Health insurance
Tax Software Specialist
TriTech Software & Services —Allen, TX
- $50,000 - $60,000 a year
- Weekends as needed
- Research
- Office
- Math
- Health savings account
- Health insurance
Quick Apply
6d
Patient Services Specialist 2 – Primary Care Frisco
Baylor Scott & White Health —Frisco, TX
- Primary Care
- Mid-level
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Treasury Services Specialist
Texas Republic Bank —Frisco, TX
- $24 - $28 an hour
- Full-time
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Patient Services Specialist 2
Baylor Scott & White Health —Frisco, TX
- Mid-level
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement

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Wealth Management Client Service Specialist

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$60,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Microsoft Word
Customer communication
Confidential information handling
DocuSign
Regulatory compliance
High school diploma or GED
Annuities
Financial regulatory compliance
E-signature software

Full Job Description

Position Summary

As a Wealth Management Client Service Specialist at Peak American Financial, you will provide operational support to Wealth Management advisors — creating and processing new business applications on their behalf, coordinating account openings and transfers, and handling ongoing client service needs, including real-time document preparation during client appointments.

This role is ideal for professionals with experience in lending, mortgage processing, financial documentation, or other formal document-heavy industries. The right candidate is highly organized, detail-oriented, tech-savvy, and able to think critically and pivot on the fly when changes arise, ensuring every appointment and application moves forward without delay.

Essential Duties and Responsibilities

New Business Processing

Create and prepare new business applications on behalf of advisors using custodian, carrier, and electronic application platforms.
Be available during client appointments to prepare and finalize applications and other critical documents in real time.
Gather required information from advisors and clients and enter information accurately.
Review applications for completeness and accuracy prior to submission.
Submit and track new accounts, rollovers, transfers, annuities, life insurance, and other financial products.
Monitor applications through approval, funding, and completion.
Follow up on outstanding requirements, NIGO items, signatures, transfers, and funding.
Communicate status updates and outstanding items to advisors.
Serve as a Notary

Client Service & Advisor Support

Process ongoing client service requests, including account changes, beneficiary updates, distributions, contributions, transfers, and other maintenance requests.
Prepare and coordinate client paperwork and signatures.
Serve as a primary operational resource for Wealth Management advisors and the processing team, ensuring all applications are complete and ready for submission.
Communicate with custodians, carriers, and other financial institutions on behalf of advisors and clients.
Track service requests through completion and proactively follow up on outstanding items.
Assist advisors with client-related administrative needs and technology platforms.
Provide a friendly, professional, and client-centric experience that makes financial transactions as smooth as possible.

Compliance & Operations

Follow company procedures and applicable processing and compliance requirements.
Ensure compliance with regulatory requirements and company policies when preparing and processing client documentation.
Maintain accurate client records, case notes, and documentation, including an organized tracking system for outstanding items.
Protect confidential client and financial information.
Identify missing or incorrect information before submission to minimize delays and errors.
Assist with creating and updating SOPs, checklists, and processes.
Identify opportunities to improve efficiency and workflow.

Qualifications

High school diploma or equivalent required.
3+ years of experience in lending, mortgage processing, financial services, wealth management, insurance, brokerage, banking, or related operations.
Exceptional written and verbal communication skills for both client and internal interactions.
Proficiency in Microsoft Word, DocuSign, and financial document processing tools.
Critical thinking skills with the ability to quickly assess situations and pivot as needed.
Strong attention to detail and organizational skills.
Excellent written and verbal communication.
Ability to manage multiple priorities and deadlines in a fast-paced, deadline-driven environment.
Strong follow-through and problem-solving skills.
Professional, proactive, and client-service-oriented.
Comfortable working with multiple technology platforms and portals.
Coachable, personable, and a self-starter.
Experience working with confidential financial documents and ensuring compliance with industry regulations.

Preferred Experience

Insurance carrier portals
DocuSign
Adobe
IRA/retirement accounts
Account transfers and rollovers
Annuity and life insurance processing
Background in loan processing or client-facing administrative roles
Familiarity with investment, insurance, or wealth management industries
Experience with client onboarding and transaction processing
Demonstrated ability to think critically, adapt to evolving client and business needs, and implement effective solutions in real time

Pay: $60,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have processing annuity applications, and which types have you handled - fixed, indexed, variable, or immediate annuities?
This is a client-facing position with a business-professional dress and presentation standard. Are you comfortable consistently meeting this expectation?
Have you handled transfers, rollovers, or 1035 exchanges?

Work Location: In person

Quick Apply

Refine Your Search

tax specialist jobs in melissa tx

Wealth Management Client Service Specialist

Bilingual Customer Service Specialist (Spanish)

Bilingual Customer Service Specialist (Spanish)

Bilingual Customer Service Specialist (Spanish)

Patient Services Specialist I - Cardiology Clinic (McKinney, TX)

Financial Accounting and Tax Specialist

Principal Specialist, Field Service

Patient Services Specialist I (Medical Records/HIM) – Hybrid

Principal Specialist, Engineering Services

Tax Preparation Specialist

Patient Services Specialist 1

Career Transition Service Specialist - Part Time -30 HRS/WK

Patient Services Specialist II – Cardiology Clinic

Student Financial Services Specialist

Patient Services Specialist 2 - Primary Care

Senior Specialist, Services Operations

Tax Software Specialist

Patient Services Specialist 2 – Primary Care Frisco

Treasury Services Specialist

Patient Services Specialist 2

I want to receive the latest job alert for tax specialist in melissa tx

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