Top 291 Tax specialist Jobs in Richardson, 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
1d
Site Service Specialist
SPX FLOW —Dallas, TX
- $57,400 - $79,900 a year
- Weekends as needed
- Engineering
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
Billing & Customer Service Specialist
Top 10 Commercial Insurance Agency —Irving, TX
- $18 - $23 an hour
- Full-time
- Spanish
- English
- Office
- Paid training
- Paid time off
Quick Apply
2d
Administrative Services Specialist
US Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys —Dallas, TX
- $67,100 - $105,547 a year
- Part-time
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Life insurance
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
12d
Client Services Specialist
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
Insurance Verification Specialist I - Prior Authorization & Infusion Services
Baylor Scott & White Health —Dallas, TX
- Spanish
- Hospital
- English
- Health insurance
- Tuition reimbursement
8d
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
12d
Financial Accounting and Tax Specialist
Ericsson —Plano, TX
- 8 hour shift
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Community Services Specialist
Life Enhancement Services —Dallas, TX
- Part-time
- Hybrid work
- Mid-level
- Residential
- 3 years
- Flexible schedule
Quick Apply
Patient Services Specialist II – Cardiology Clinic
Baylor Scott & White Health —Plano, TX
- Mid-level
- High school diploma or GED
- Clinic
- Health insurance
- Tuition reimbursement
8d
Patient Service Specialist I Orthopedic/Oncology Document Coordinator
Baylor Scott & White Health —Dallas, TX
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
Payment Services Specialist Sr-Auditor
SCP Health —Dallas, TX
- $20 - $28 an hour
- Full-time
- Mid-level
- Critical & Intensive Care
- Paid holidays
- Health insurance
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 I – Urogynecology Clinic (Plano, TX)
Baylor Scott & White Health —Plano, TX
- High school diploma or GED
- Clinic
- Typing
- Health insurance
- Tuition reimbursement
8d
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
Patient Services Specialist 2 - Urgent Care - North Garland
Baylor Scott & White Health —Garland, TX
- Spanish
- Urgent Care
- English
- Health insurance
- Tuition reimbursement
Tax Specialist
Two Harbors Investment Corp. —Coppell, TX
- Full-time
- Ability to walk for extended periods
- Research
- Mid-level
Card Services Specialist
Texans Credit Union —Richardson, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Health insurance
Quick Apply
Patient Services Specialist
Baylor Scott & White Health —Plano, TX
- High school diploma or GED
- Clinic
- Typing
- 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
1 day 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 richardson, tx

Wealth Management Client Service Specialist

Site Service Specialist

Billing & Customer Service Specialist

Administrative Services Specialist

Student Financial Services Specialist

Client Services Specialist

Insurance Verification Specialist I - Prior Authorization & Infusion Services

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

Financial Accounting and Tax Specialist

Community Services Specialist

Patient Services Specialist II – Cardiology Clinic

Patient Service Specialist I Orthopedic/Oncology Document Coordinator

Payment Services Specialist Sr-Auditor

Tax Preparation Specialist

Patient Services Specialist I – Urogynecology Clinic (Plano, TX)

Patient Services Specialist 2 – Primary Care Frisco

Patient Services Specialist 2 - Urgent Care - North Garland

Tax Specialist

Card Services Specialist

Patient Services Specialist

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

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