Dallas, Texas, United States · Hybrid
The Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource …
Skills: Relationship Management, Investment Management, Strategic Plan Management, Fiduciary Guidance, Plan Design
Dallas, Texas, United States · On-site
We are seeking a Revenue Accounting Manager to join our revenue accounting team in our Dallas office to support our Meetings & Events product. In this role, you will perform technical accounting analysis to ensure compli…
Skills: ASC 606, US GAAP, Technical Accounting, Revenue Recognition, SOX Compliance
Dallas, Texas, United States · On-site
$75k–$85k/yr
Benefits: Positive Work Culture 401(k) matching Dental insurance Health insurance Opportunity for advancement Paid time off Profit sharing Vision insurance Wellness resources Training & development Build Lasting Client R…
Skills: Account Management, Client Relationship Building, Employee Benefits Administration, Claims Resolution, Policy Management
Dallas, Texas, United States · On-site
$170k–$285k/yr
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepre…
Skills: Private Banking, Financial Services, Asset Allocation, Investment Management, Wealth Planning
Dallas, Texas, United States · On-site
Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical…
Skills: Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Cost Accounting
Dallas, Texas, United States · On-site
About You Are you an organized accountant who’s ready for a change? Do you enjoy working in a collaborative environment and want to be part of a growing team? If this sounds like you, then you should mull over a career w…
Skills: Accounts Payable, Accounts Receivable, General Ledger, Bank Reconciliation, Cost Accounting
Dallas, Texas, United States · On-site
Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical…
Skills: Construction Accounting, Accounts Receivable, Accounts Payable, Project Billing, Lien Waivers
Dallas, Texas, United States · On-site
Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical…
Skills: Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Cost Accounting
Dallas, Texas, United States · On-site
About You Are you an organized accountant who’s ready for a change? Do you enjoy working in a collaborative environment and want to be part of a growing team? If this sounds like you, then you should mull over a career w…
Skills: Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Cost Accounting
Dallas, Texas, United States · On-site
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! PlainsCapital Bank is seeking a Document Retention Coordinator to be responsible for the secure management and oversight of…
Skills: Document Management, Loan Documentation, Scanning, Archiving, Microsoft Office
Dallas, Texas, United States · Hybrid
$190k–$300k/yr
Grant Thornton is seeking an Advisory Senior Director Client Relationship Executive – Cyber & Risk to join the team in Dallas, TX. Job Description: Grant Thornton is seeking an Advisory Sr. Director Client Relationship E…
Skills: Complex Solution Selling, Executive Relationship Management, Business Origination, Deal Architecture, Account Strategy
Dallas, Texas, United States · On-site
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we str…
Skills: Medical Coding, ICD-10-CM, CPT, HCPCS, Epic
Dallas, Texas, United States · On-site
Description About the Role We're a fast-growing, multi-location HVAC and plumbing services organization, and our Finance team is the engine behind disciplined growth. We're looking for a Corporate Senior Accountant who c…
Skills: Financial Reporting, GAAP, General Ledger Management, Account Reconciliation, Month-end Close
Dallas, Texas, United States · On-site
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything w…
Skills: Business Development, Commercial Credit Analysis, Financial Statement Analysis, Relationship Management, Treasury Management
Dallas, Texas, United States · On-site
Winstead PC's Dallas office is seeking a highly organized and detail-oriented Transactions Specialist to join our Real Estate Development and Investments Practice Group. This position plays a vital support role in the cl…
Skills: Closing Management, Document Compilation, Title Document Preparation, Due Diligence, MS Word
Dallas, Texas, United States · Hybrid
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: Fraud Investigation, Forensic Accounting, Compliance, Risk Assessment, Data Analytics
Dallas, Texas, United States · On-site
Job Description: Hallmark Financial is a property and casualty insurance company with a diversified portfolio of insurance products written on a national platform. Through its six insurance subsidiaries, Hallmark Financi…
Skills: Customer Service, Problem Solving, Underwriting, Policy Processing, Written Communication
Dallas, Texas, United States · On-site
Join Our Team Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare…
Skills: Healthcare Operations, Operational Readiness, Transition And Activation Planning, Project Management, Business Development
Dallas, Texas, United States · Hybrid
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: Data Transformation, Tax Calculations, Research Credit Studies, Data Normalization, Project Management
Dallas, Texas, United States · Hybrid
About HUB International HUB International is one of the largest global insurance brokers providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth managemen…
Skills: Account Management, High Net Worth Insurance, Client Relationship Management, Risk Analysis, Underwriting Negotiation
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The Relationship Manager provides strategic plan and investment management for retirement plan clients and partners. This role acts as a liaison between third-party partners and the home office while driving plan participation and client retention.
Candidates must have a bachelor's degree and at least 5 years of experience in the financial services industry with a focus on relationship management. Knowledge of IRS and DOL regulations regarding qualified retirement plans is required.
The Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate day to day service with 3rd party partners. This is an independent role which requires travel to client locations for presentations to plan administrators and plan participants.
What you will do:
What you need to have:
What's nice to have:
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
Based on 709 listings with disclosed salaries, most finance & accounting jobs in Dallas, TX pay between $41k–$160k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,085 open finance & accounting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Goldman Sachs, Scotiabank, University of Texas Southwestern Medical Center, Avantax, Lockton, among others. Browse the listings above to see every active employer.
Yes — 655 of the 2085 open finance & accounting positions offer remote or hybrid work (188 remote, 467 hybrid).
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