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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
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Employment Opportunities

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.

  • 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.
  • 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.

Office Space
Practice Development
Practices for Sale and Wanted
Practices For Sale in North Texas
Wood Co. CPA $350K; N. Suburb of Ft. Worth $383K; Dallas Area Tax $960K; Lufkin CPA $343K; E. Ft. Worth Tax $48K; Weatherford CPA $100K; VanZandt Co Tax & Acctng $250K; Allen CPA $178K; Jefferson CPA $160K; Ft. Worth CPA $216K; NE Dallas CPA $164K.   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.

Practices Wanted
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Situations Wanted
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    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