Top 104 Tax associate Jobs in Oviedo, Fl

Client Operations Specialist - Wealth Management
The LifeWealth Group —Winter Garden, FL
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Lead Wealth Advisor
Boutique Recruiting —Altamonte Springs, FL
- $120,000 - $185,000 a year
- Bachelor's degree
- Financial services
- Senior level
- Health savings account
- Health insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Orlando, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Accountant
Sanford Rose Associates - JFSPartners —Longwood, FL
- $45 - $48 an hour
- Contract
- Office
- Finance
- Bachelor's degree
- Dental insurance
- Vision insurance
Quick Apply
Tax Associate
H&R Block —Oviedo, FL
- Weekends as needed
- Office
- Finance
- High school diploma or GED
6d
Managed Payroll Associate - Elevate Solutions Team
PAYLOCITY CORPORATION —Lake Mary, FL
- $20.67 - $29.52 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Tax Associate
DiMercurio Advisors LLC —Orlando, FL
- $61,000 - $70,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Paid jury duty
- Paid holidays
Quick Apply
SALT-Indirect Tax CoE Analyst
Grant Thornton —Orlando, FL
- Full-time
- Customer service
- English
- Office
Accounts Payable Coordinator
Rosen Hotels & Resorts —Orlando, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Executive Managed Payroll Associate - Elevate Solutions
PAYLOCITY CORPORATION —Lake Mary, FL
- $25 - $35 an hour
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Managed Payroll Associate III - Elevate Solutions
PAYLOCITY CORPORATION —Lake Mary, FL
- $25 - $31 an hour
- Full-time
- Office
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Audit Associate
Doeren Mayhew CPAs and Advisors —Orlando, FL
- Mid-level
- Analysis skills
- Travel
Quick Apply
Bookkeeper
Rosen Hotels & Resorts —Orlando, FL
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Full Level Tax Specialist
ADP —Maitland, FL
- $18.56 - $34.66 an hour
- Full-time
- Hybrid work
- Word processing
- Computer literacy
- Basic math
- Wellness program
- Disability insurance
Senior Audit Associate
Doeren Mayhew CPAs and Advisors —Orlando, FL
- Mid-level
- Analysis skills
- Travel
Quick Apply
Property Accountant
Foundry Commercial —Orlando, FL
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
Quick Apply
FINANCIAL ADMINISTRATOR, BUDGET
Seminole County Sheriff's Office —Sanford, FL
- $61,609.60 - $76,107.20 a year
- Overtime
- Microsoft Excel
- 5 years
- Writing skills
- Health savings account
- AD&D insurance
Associate CLO Exempt
AdventHealth Corporate —Altamonte Springs, FL
- $168,367.88 - $313,158.58 a year
- Full-time
- Background check
- Doctoral degree
- Writing skills
- Paid parental leave
- Disability insurance
Gift & Estate Valuation Associate
WithumSmith+Brown —Orlando, FL
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
12d
Bookkeeper
Bee Square Tax Consultation and Service —Orlando, FL
- $25 - $27 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
1d

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Client Operations Specialist - Wealth Management

The LifeWealth Group
Winter Garden, FL

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
Life insurance
Referral program
Retirement plan

Qualifications

Trading
Bank transfers
Money transfers
Bachelor's degree
Client services
Organizational skills
Financial services
CRM system proficiency
Productivity software
Associate's degree
Technical Proficiency
Account opening
Time management

Full Job Description

I. MISSION

The Client Operations Specialist at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.

The role of this position is to engage and support the success of the Operations team by supporting this department in all aspects, including account opening /funding, client service and portfolio administration.

The Client Operations Specialist requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

II. ESSENTIAL RESPONSIBILITIES

Client Engagement

· Provides administrative support to the Operations Department with new business applications (incl. but not limited to investment applications, brokerage applications, annuity /insurance applications) and transfer of assets for account funding/policy issue.

· Responds to Client Service Requests (Incl. Address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)

· Assist Operations department with RMD’s

· Supports Operations department with implementation of investment allocations, money movement,

· Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures.

· Quality Check and submit signed paperwork to Custodian for processing.

III. POSITION SPECIFICATIONS

The Client Operations Specialist serves as a key liaison between clients, advisors, and the Operations team, ensuring smooth day-to-day client and account support. This role is responsible for assisting with account openings and funding, processing investment and insurance applications, handling client service requests, and supporting money movement functions and required distributions. The specialist also manages client paperwork, ensures accuracy and compliance with custodian requirements, and supports money movement and investment implementation. Success in this role requires strong organization, attention to detail, and the ability to thrive in a fast‑paced, technology-driven environment.

Must Haves

Associate's degree in relevant field of study

2+ years of experience in an Investment Operations role

Experience in Account Openings, Money Movement, Transfers, Placing Trades

Detail oriented + High sense of urgency

Microsoft Office Suite

Ability to work in a fast-paced work environment

Ability to multitask and strong organizational skills

Experience in CRM related to finance industry

Nice to Haves

Bachelors Degree

Series 65 license

FL215 license

Experience with investments and financial planning

Knowledge of Broker Dealer + investment advisory regulations

Proficiency in Redtail

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Application Question(s):

On a scale of 1-10, how confident do you feel with Insurance annuities, opening new accounts, and brokerage applications/investment applications?

Experience:

Financial services: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in oviedo, fl

Client Operations Specialist - Wealth Management

Lead Wealth Advisor

Financial Advisor

Senior Accountant

Tax Associate

Managed Payroll Associate - Elevate Solutions Team

Tax Associate

SALT-Indirect Tax CoE Analyst

Accounts Payable Coordinator

Executive Managed Payroll Associate - Elevate Solutions

Managed Payroll Associate III - Elevate Solutions

Audit Associate

Bookkeeper

Full Level Tax Specialist

Senior Audit Associate

Property Accountant

FINANCIAL ADMINISTRATOR, BUDGET

Associate CLO Exempt

Gift & Estate Valuation Associate

Bookkeeper

I want to receive the latest job alert for tax associate in oviedo, fl

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