Top 4597 Accounting specialist Jobs in Plano Tx

Client Relationship Specialist - Dallas, TX (North Dallas)
Charles Schwab —Dallas, TX
- $26.92 - $38.56 an hour
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
4d
Account Specialist
SmithRx —Plano, TX
- Remote
- Microsoft Excel
- Mid-level
- 2 years
- Commuter assistance
- Paid parental leave
Quick Apply
Licensed Professional Counselor
Headway —Plano, TX
- Up to $112 an hour
- Remote
- Private practice
- Master's degree
- Senior level
Tax Professional - TurboTax Store
Intuit —Plano, TX
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Licensed Professional Counselor
Headway —McKinney, TX
- Up to $112 an hour
- Remote
- Private practice
- Master's degree
- Senior level
Licensed Professional Counselor
Headway —Frisco, TX
- Up to $112 an hour
- Remote
- Private practice
- Master's degree
- Senior level
Retail Tax Expert
Intuit —McKinney, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Expert – Retail
Intuit —Plano, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Experienced Tax Professional - Retail
Intuit —Allen, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Experienced Tax Professional - Retail
Intuit —Garland, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Experienced Tax Professional - Retail
Intuit —Wylie, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Professional – In-Store
Intuit —Richardson, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Seasonal Tax Expert - In-Store
Intuit —Wylie, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Seasonal Tax Expert - In-Store
Intuit —Carrollton, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Experienced Tax Expert – In-Store
Intuit —Richardson, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Retail Tax Expert
Intuit —Lewisville, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Professional – In-Store
Intuit —McKinney, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Expert – Retail
Intuit —Allen, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Experienced Tax Expert – In-Store
Intuit —McKinney, TX
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Tax Professional - TurboTax Store
Intuit —Frisco, TX
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills

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Client Relationship Specialist - Dallas, TX (North Dallas)

Charles Schwab -
Dallas, TX

Apply Now

Job Details

$26.92 - $38.56 an hour
4 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Employee relationship building

Full Job Description

Dallas, TX

Requisition ID 2026-123878 Category Retail Branch Position type Regular Pay range USD $26.92 - $38.56 / Hour Application deadline 2026-07-27

Your opportunity

At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, high-quality client experience while supporting the operational success of the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship with Schwab. Development is central to this role, and Schwab provides the resources, coaching, and learning opportunities to help you build skills and expand your career—including support for required licensing aligned to your goals.

Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
Communicate effectively with clients and colleagues, adapting to different styles and needs.
Use active listening to understand priorities and escalate issues when needed.
Manage multiple tasks and priorities to meet deadlines and maintain quality.
Partner with team members to drive client engagement and operational excellence.

Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Why you’re set up for success

Schwab Training & Development

Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success.

After CRSU, your development continues in-branch through hands-on training and mentorship, with support from your manager, peers, and dedicated mentors.

Career Pathing

The CRS role provides a strong foundation for growth. Schwab’s “choose your own adventure” approach empowers you to explore paths aligned to your strengths.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

1+ years of client-facing or customer service experience

The skills you bring:

Attention to Detail

Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines

Maintain strong organization of tasks, client requests, and follow-ups to ensure timely and consistent execution

Ensure high-quality, error-free work and identify discrepancies or issues early

Active Listening

Listen carefully to understand client needs and respond with clarity and accurate communication

Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment

Building Collaborative Relationships

Partner effectively with internal teams to deliver seamless client experiences

Build trust through professionalism, responsiveness, and reliability

Adaptability

Adjust to changing priorities, client needs, and processes in a fast-paced environment

Remain flexible and solution-oriented when navigating new or complex situations

Coachability

Demonstrate openness to feedback and it to improve performance

Show a willingness to learn, grow, and adopt new approaches or skills

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

accounting specialist jobs in plano tx

Client Relationship Specialist - Dallas, TX (North Dallas)

Account Specialist

Licensed Professional Counselor

Tax Professional - TurboTax Store

Licensed Professional Counselor

Licensed Professional Counselor

Retail Tax Expert

Senior Tax Expert – Retail

Experienced Tax Professional - Retail

Experienced Tax Professional - Retail

Experienced Tax Professional - Retail

Senior Tax Professional – In-Store

Seasonal Tax Expert - In-Store

Seasonal Tax Expert - In-Store

Experienced Tax Expert – In-Store

Retail Tax Expert

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Experienced Tax Expert – In-Store

Tax Professional - TurboTax Store

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Your opportunity

What you have

The expertise you bring:

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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