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Dallas Chapter Classified Ads
For Information on how to place your Classified Ad here and in our Visions eNewsletter [Click Here].

Business Opportunity
NONE
CPE
NONE
Employee Recruiting Services
NONE
Employment Opportunities
CPA Tax Accountant
Richardson. Up to $150K. Must have Big 4 experience. Email: susan.coffey@expresspros.com
 1.31.17


Client Service Associate
Covenant Multifamily Offices is a leading privately held financial advisory firm with offices in San Antonio, Austin, Dallas Texas and Oklahoma City, Oklahoma. With over $1.3 billion in assets for over 290 clients, we serve high net worth individuals and families.

We are seeking a qualifed Client Service Associate for either our Dallas or San Antonio office. The primary purpose of this position is to ensure the day to day implementation of all investment related and client support operations. Additionally, this role will provide client efficient service while suporting the client service and tax team.

Responsibilities
  • Day to day implemention of all investment related and client support operations.
  • Preparation of financial plans
  • Additional responsibilities include preparation of income tax returns.
  • Other duties as required.
Qualifications
  • Knowledge of financial markets and securities laws.
  • Demonstrated analytical skills, problem-solving abilities and attention to detail.
  • Basic knowledge of individual, partnership and/or trust tax law.
  • Team player with good interpersonal skills and the ability to work collaboratively across departments
  • Strong organizational skills with a proven ability to multi-task and manage multiple projects.
Position Requirement
  • Bachelor's Degree required-Accounting or Finance preferred
  • Licenses: Series 65 desired.
  • Experience in financial service industry as well as basic tax return preparation a plus.
Please submit resumes with cover letter to careers@covenantmfo.com to careers@covenantmfo.com.

 3.31.17
Office Space
Addison Office Sharing Opportunity Perfect for a CPA
Professional Suite occupied by Financial Advisors. Private office overlooking the Dallas N. Tollway available. 170 square feet (16' x 11'). Beautiful staffed lobby to greet clients, kitchen, assistant workstation available extra. High speed internet equipped. Covered parking, free health club. Contact Nick Bednarz at 214-630-6336 or email nbednarz@woodburyfinancial.net. $895 per month, flexible lease.
 01.07.17
Practice Development
NONE
Practices for Sale and Wanted
Practices For Sale in North Texas
VanZandt County Tax and Accounting gross $250K; McKinney Bookkeeping gross $400K; North Dallas CPA gross $633K; Northeast Texas CPA gross $160K; Fort Worth CPA gross $216K; Forth Worth Tax gross $150K; Plano CPA gross $426K; West of Fort Worth CPA gross $1.08M; Keller CPA gross $240K; Fort Worth CPA gross $182K; Lufkin CPA gross $343K; East Fort Worth Tax gross $48K; Weatherford CPA gross $100K; Euless Tax and Insurance gross $83K; Allen CPA gross $178K.   For more information, call us at 800-397-0249 or visit us online at www.accountingpracticesales.com and register for free email updates.

Thinking of selling?
Accounting Practice Sales is located in North Texas and is the leading marketer of accounting and tax practices here and nationwide. We have a large buyer pool as well as the experience to help you find the right fit for your firm and negotiate the best price and terms. To find out more about our risk-free and confidential services, call Ryan Pannell with The Holmes Group at 800-397-0249 or send an email to ryan@accountingpracticesales.com.

 12.30.16
Practices Wanted
NONE
Professional Opportunities
NONE
Professional Services
NONE
Situations Wanted
NONE
Copier and Printing Supplies
NONE
Training and Seminars
NONE


    For Information on how to place your Classified Ad here and in our Visions eNewsletter [Click Here].

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Dallas CPA Society - Texas Society of Certified Public Accountants
12400 Coit Road, Suite #750, Dallas Texas 75251 - Phone: 972-960-8311 - Fax: 972-960-2040