Client Consultation Jobs

This role is a Family Law Associate position within a well-established mid-size firm headquartered in Dallas with seven Texas locations. The attorney will handle complex matters including high net worth divorces, child custody, prenuptial agreements, and adoptions while leveraging strong negotiation and communication skills. The position offers a flexible schedule that supports work-life balance, allowing professionals to maintain high-level client service while returning home for dinner. The firm fosters a supportive culture focused on team well-being, providing opportunities for career advancement, health benefits, and participation in team events.

This Tax Manager role is based at a respected accounting firm in Las Vegas, offering a position within a growing team that prioritizes employee well-being and work-life balance. The individual will manage tax compliance and strategy for high-profile clients while engaging in significant client and partner interactions. Key responsibilities include overseeing tax planning, ensuring regulatory adherence, and mentoring staff during busy seasons. The position is appealing due to its commitment to lighter busy season hours, accelerated career growth opportunities, and a supportive culture that values personal health and family time. The role offers flexible work schedules and a collaborative environment where meaningful work is balanced with professional development.

This senior tax manager role at a Nevada-based CPA firm involves leading complex tax strategy and mentoring staff within a collaborative, client-focused team. Key responsibilities include managing tax planning, preparation, and review for individuals, entities, and trusts, as well as overseeing federal and state compliance, tax-basis financial statements, and tax provisions. The position offers a balanced work environment with reduced schedules outside of peak seasons and below-average busy-season hours. It appeals to candidates seeking a stable, growth-oriented firm where they can influence firm-wide strategy while providing practical, value-driven insights to a diverse client base.

This full-time Customer Service Specialist role at Sherwin-Williams supports wholesale and retail clients within a 20-mile radius of the Wilmington, NC store. The position involves assisting customers in person and by phone to determine needs, recommending paint and coating solutions, and processing sales transactions accurately. Key responsibilities include mixing and tinting products to specifications, maintaining store visual standards, and achieving monthly sales goals. The role appeals to candidates seeking a stable career with a company that values growth, offering opportunities to develop new skills and work within an inclusive team. The position requires bilingual communication in English and Spanish, a valid driver's license, and the ability to lift up to 70 pounds.

This full-time bilingual customer service role supports wholesale and retail clients at Sherwin-Williams locations within a 20-mile radius of Wilmington, North Carolina. The position involves assisting customers in person and by phone to determine needs, recommending paint and coating solutions, and processing sales transactions. Key responsibilities include mixing and tinting products to specifications, maintaining inventory and store displays, and achieving monthly sales goals. The role appeals to candidates seeking a stable career with a company that invests in employee growth, offers flexible benefits, and fosters an inclusive community. The position requires a valid driver's license and the ability to lift up to 70 pounds, combining customer interaction with hands-on product knowledge.

This role involves joining SonderMind as a licensed mental health therapist to deliver compassionate care using AI-powered tools designed to reduce administrative burdens. The position supports clinicians in managing their own practice by handling billing, credentialing, and client matching while allowing them to bring existing clients or receive new referrals. Key responsibilities include conducting telehealth or in-person sessions, utilizing automated tools for clinical notes and treatment planning, and fostering relationship-driven care. The opportunity is appealing due to its flexible schedule, guaranteed pay for completed sessions, and a mission to prevent burnout through innovative technology. Therapists operate independently without membership fees, with the option to work remotely or in-person.

The Account Support Specialist role sits within the off-street program team at Arrive, a global urban mobility platform. This position serves as the primary liaison for approximately 600 private property owners and parking operators, blending client support with account management. Key responsibilities include managing a high-volume Zendesk ticket queue, executing account updates such as rate changes and zone creation, and providing product training on the ParkMobile dashboard. The role appeals to collaborative problem-solvers who wish to directly impact city livability while working in a fast-paced, growth-oriented environment. The position is based in Atlanta, GA, and offers the opportunity to contribute to continuous process improvements within a mission-driven organization.

This remote full-time role serves as a Virtual Benefits Sales Representative within the specialized financial services department. The position focuses on helping families safeguard their assets and secure their futures by engaging with clients to understand their financial goals and presenting tailored solutions. Key responsibilities include maintaining industry knowledge to provide updated advice and fostering long-term client relationships. The role appeals to ambitious individuals seeking a high-energy, family-oriented culture with flexible hours and significant opportunities for continuous learning and career growth. While the position is commission-based, it offers unlimited earning potential and frequent company outings. A valid insurance license is required to perform these duties.

This remote Benefits Sales Representative role focuses on helping families safeguard their assets and secure their financial futures within a specialized financial services company. The position involves engaging with clients to understand their goals, presenting tailored solutions to protect their interests, and maintaining up-to-date industry knowledge to provide expert advice. The role appeals to ambitious individuals seeking a high-energy, family-oriented culture with flexible hours and significant opportunities for continuous learning and career growth. As a fully remote position, it offers the convenience of working from home while fostering strong client relationships. Success in this commission-based role is driven by dedication, with potential for rapid professional advancement and uncapped earning opportunities based on performance.

This entry-level sales associate role supports a specialized financial services team dedicated to helping families safeguard their assets. The position involves engaging clients to understand their financial goals, presenting tailored solutions to protect their wealth, and maintaining up-to-date industry knowledge. The role operates on a hybrid schedule with flexible hours, allowing for a mix of in-office and remote work. It appeals to ambitious individuals seeking a high-energy, family-oriented culture with frequent team outings. The position offers continuous learning and development opportunities, with a clear trajectory for career growth within the organization. A professional license is required to sell insurance products.

The Enterprise Account Manager role at Datavant focuses on managing and expanding strategic post-sale relationships with top U.S. property and casualty insurance carriers. Key responsibilities include serving as the primary point of contact for executive stakeholders, driving client retention and adoption through proactive risk management, and identifying growth opportunities to expand revenue within the existing customer base. The position requires leading quarterly business reviews, coordinating cross-functional efforts with product and sales teams, and maintaining rigorous CRM discipline. This opportunity appeals to professionals passionate about transforming healthcare data, offering a chance to work within a high-performance, collaborative culture that values diversity and impact. The role is based remotely with a focus on building long-term value for the healthcare ecosystem.

The Sr. Transaction Manager role oversees a complex portfolio of commercial properties for national and global corporate clients. Key responsibilities include implementing portfolio strategies aligned with client goals, managing end-to-end transaction workflows for leases and sales, and supervising transaction teams to ensure service quality. The position also involves financial analysis, budget tracking, and developing strategic plans to optimize occupancy costs. This opportunity appeals to professionals seeking a leadership position within a collaborative environment that values process improvement and strategic real estate advisory. The role requires a state real estate license and offers a dynamic setting for career growth in corporate real estate management.

This Senior Manager role within Accenture's Supply Chain practice focuses on leading Contract Lifecycle Management (CLM) transformations for Fortune 500 clients. The position involves directing project planning, managing PMO activities, and translating complex client requirements into technical specifications for Icertis implementations. Key responsibilities include assessing the impact of scope changes on broader transformation goals, overseeing data migration, and providing thought leadership on industry trends. The role appeals to professionals seeking to work with cutting-edge technology in a global environment that values innovation and continuous learning. It offers significant opportunities for career advancement through collaboration with experts across the firm and exposure to high-profile strategic projects.

The Retirement Management Consultant role at Accenture Consulting focuses on driving digital transformation and operating model changes within the financial services sector. Key responsibilities include designing business solutions that optimize people and processes, managing complex client projects with heavy engagement, and synthesizing technology needs to deliver high-impact initiatives. This position appeals to leaders seeking to future-proof their careers through extensive training, mentorship opportunities, and access to a global ecosystem of experts. The role emphasizes a collaborative culture rooted in inclusion and diversity, offering professionals the chance to solve real-world challenges while working with world-class teams to shape the future of consulting.

The Lead Adoption Manager role serves as a strategic project leadership position within Oracle's healthcare information technology division. The individual guides the implementation of complex business solutions, analyzing client needs to ensure deliverables align with objectives while managing project scope and risk. Key responsibilities include mentoring project teams, influencing customer management decisions, and supporting business development efforts through domain expertise. This position appeals to professionals seeking to drive innovation in a mission-driven environment where AI and cloud solutions impact global healthcare. The role requires a US citizen with federal clearance and offers the opportunity to work within a collaborative culture that values diverse perspectives and professional growth.

The Relationship Manager III - CLO role serves as a senior specialist within the specialty corporate trust team, managing complex operational and client service needs for high-value clients. Key responsibilities include overseeing the full trade cycle for Collateralized Loan Obligations, handling billing and cash transactions, ensuring compliance, and leading process improvement initiatives. The position also involves negotiating legal documents, mentoring junior associates, and collaborating with internal teams to develop new products. This opportunity appeals to professionals seeking a collaborative culture that values trust, community impact, and career growth. The role is based in a typical office environment with minimal travel requirements.

The Sr. Practice Solutions Relationship Manager role within the specialized Practice Solutions team focuses on serving private healthcare and veterinary practice owners. The position involves evaluating client needs to design custom financial solutions, managing a territory's lending and deposit relationships, and acting as a consultant for loan proposals and credit analysis. Key responsibilities include direct prospecting, expanding business through industry networks, and maintaining portfolio profitability and risk management. This hybrid position requires on-site presence four days a week and offers the appeal of working with a dedicated team that values deep industry expertise and client relationships. The role provides opportunities for professional growth within a culture that emphasizes trust, community involvement, and multiple career paths.

The Lead Adoption Manager role serves as a senior project management authority within Oracle's healthcare information technology division, guiding the implementation of complex business solutions. Key responsibilities include analyzing client needs to align with industry best practices, managing medium-sized project scopes, and mentoring project teams to ensure timely, high-quality delivery. The position also involves influencing customer management decisions and supporting business development efforts through domain expertise. This opportunity appeals to professionals seeking to work at the forefront of AI and cloud innovation within a collaborative culture that values diverse contributions. The role offers a flexible work environment with opportunities for professional growth and community engagement.

The Federal Learning Consultant role supports training delivery and go-live activities for federal healthcare clients, requiring U.S. citizenship and the ability to obtain security clearance. Key responsibilities include localizing training strategies to maximize user adoption, managing stakeholder relationships, and evaluating program effectiveness using performance indicators. The position demands proficiency in Microsoft Office, adult learning principles, and experience with healthcare IT or federal environments. This opportunity appeals to professionals seeking to work with Oracle's AI and cloud solutions while driving innovation in the VA domain. The role offers a dynamic environment with significant travel up to 75% and irregular hours, ideal for those comfortable with high-impact service line processes and continuous professional development.

This full-time security role is based in Truth or Consequences, New Mexico, where the individual serves as a frontline guardian for client assets and personnel. Key responsibilities include conducting regular patrols both indoors and outdoors, identifying and reporting safety hazards or suspicious activities, and managing conflict resolution and de-escalation situations with the public. The position emphasizes detailed report writing and maintaining alertness in various weather conditions. The role is appealing due to the company's commitment to elite safety training, a supportive management structure that fosters career growth, and a culture built on integrity and vigilance. The schedule runs Monday through Friday, and the position offers comprehensive benefits including medical coverage, retirement options, and paid time off.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports high-net-worth individuals and private business owners with comprehensive tax compliance and planning. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing wealth management strategies to achieve personal financial goals and ensure future generational stability. The position involves analyzing complex tax efficiencies across income, investments, and estate planning while fostering strong client relationships. The role offers a dynamic environment where professionals can engage with the entire business lifecycle of private enterprises, from inception to transition. It appeals to those seeking a purpose-led culture that values continuous development, global trend analysis, and collaborative problem-solving. The position is hybrid, requiring up to 20% travel, and provides opportunities to build consensus and deliver high-quality solutions in a changing global landscape.

This leadership role within NetApp's Strategics Business Unit focuses on driving growth and innovation across the Manufacturing verticals, specifically Automotive and Energy. The Strategic District Manager will lead a team of Client Executives, develop comprehensive territory strategies, and foster trusted advisor relationships with C-level stakeholders. Key responsibilities include orchestrating cross-functional collaboration to deliver tailored data solutions, managing complex sales cycles, and ensuring operational excellence through accurate forecasting. The position is based in Houston or Detroit and operates within a hybrid work environment. The role appeals to candidates seeking high-impact leadership opportunities in a culture that celebrates bold thinking, offers flexibility to balance professional and personal life, and empowers employees to turn challenges into business opportunities through cutting-edge data infrastructure.

This full-time Insurance & Retirement Advisor role supports the lead sales and advisory team at Vantage Insurance in Redlands, California. The position focuses on facilitating the financial planning workflow by preparing for client meetings, processing new business, and managing client onboarding. Key responsibilities include taking detailed meeting notes, sending recaps, maintaining CRM data, preparing illustrations and reports, and assisting clients with applications for life insurance and annuities. The role also involves coordinating underwriting and policy delivery processes while ensuring clients complete satisfaction surveys. This opportunity appeals to individuals seeking a collaborative environment that values integrity and excellence. The position requires a minimum of two years of experience in the industry and a valid life insurance license, offering a chance to work closely with senior leadership in a supportive team setting.

This full-time Tax Manager role within PwC Private's Personal Financial Services practice supports entrepreneurs and high-net-worth individuals with complex tax compliance and wealth planning needs. Key responsibilities include supervising and mentoring team members, managing client service accounts, and designing strategies for income tax efficiency, estate planning, and business succession. The position offers the opportunity to guide clients through the entire business life cycle while fostering a collaborative, purpose-led culture. The role involves up to 20% travel and operates in a hybrid work arrangement, providing a platform for professional growth through the firm's global leadership framework.

The Agent role at Pinkerton is a full-time on-site position within the Protective Security department, focusing on delivering enterprise risk management and concierge-level security services. Key responsibilities include providing high-level security at client locations and events, deescalating tense situations, conducting investigations, managing access controls and CCTV systems, and transporting clients. The position also involves responding to emergencies and completing detailed incident reports. This role appeals to candidates seeking to join a global industry leader with a 170-year legacy that values integrity, vigilance, and excellence. The position offers a collaborative environment with comprehensive benefits and opportunities to work across diverse cultures in a mission-driven organization.