<p>We are looking for a dedicated Client Services Representative to join our team in Miami, Florida. In this role, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.</p><p>• Process money movements, including credit card transfers and account transactions, with precision.</p><p>• Facilitate the setup and management of new client accounts while adhering to compliance standards.</p><p>• Handle password resets and maintain secure access for client accounts.</p><p>• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.</p><p>• Act as a liaison between clients and legal or financial teams, ensuring effective communication.</p><p>• Provide support for estate and trust-related matters, offering tailored solutions.</p><p>• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.</p><p>• Collaborate with internal teams to enhance service delivery and operational efficiency.</p><p>*Ensure compliance and manage W-8 forms processes</p><p>*Expense and Regulatory coordination</p><p>*Oversee and track trade blotter and ensure proper archiving</p><p> </p><p>If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
<p>We are looking for an experienced Treasury Manager to join our client's Accounting & Finance team in West Palm Beach, Florida. In this role, you will oversee treasury operations and accounting activities for multiple entities, ensuring accuracy, efficiency, and compliance. You will play a critical role in managing cash flow, tax-related processes, and mitigating financial risks while driving improvements to enhance operational performance.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage accurate cash flow forecasts to support strategic financial planning and decision-making.</p><p>• Monitor daily liquidity and execute borrowing or investment transactions to optimize cash management.</p><p>• Implement and maintain strong internal controls to mitigate financial risks such as interest rate, foreign exchange, and credit risks.</p><p>• Maintain detailed schedules for loans and ensure sufficient cash reserves to meet financial obligations.</p><p>• Administer payment processes, including domestic and international wires, vendor checks, and other transactions.</p><p>• Manage and reconcile bank accounts, credit cards, and other financial accounts across multiple entities.</p><p>• Collaborate with external tax advisors to ensure timely preparation and submission of income and property tax payments.</p><p>• Provide documentation and support for tax-related audits and annual reviews.</p><p>• Identify and implement process improvements to enhance efficiency and compliance within treasury and accounting operations.</p><p>• Build and maintain strong relationships with financial institutions to secure favorable services and access to funds.</p>
<p>We are looking for a highly skilled Payroll Manager to oversee and enhance payroll operations for a growing, multi-location auto dealership group based in Palm Beach. This role is ideal for someone who thrives in dynamic environments, excels at building efficient processes, and is passionate about ensuring compliance and accuracy in payroll management.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete payroll process, including bi-weekly and supplemental payroll runs, ensuring precise and timely execution.</p><p>• Administer payroll systems by maintaining accurate databases, resolving discrepancies, and optimizing workflows.</p><p>• Ensure compliance with all payroll-related regulations, including preparing tax filings, reconciling benefits, and generating annual reports such as W-2s and workers' compensation.</p><p>• Collaborate with HR, Accounting, and IT teams to align payroll operations with broader business objectives.</p><p>• Provide training and guidance to supervisors, support internal and external audits, and handle special projects as needed.</p><p>• Lead efforts to streamline payroll processes across multiple locations and entities.</p><p>• Monitor and implement payroll-related updates to ensure adherence to local, state, and federal requirements.</p><p>• Act as the primary point of contact for resolving payroll-related inquiries and issues.</p><p>• Conduct regular reviews of payroll processes to identify and implement efficiency improvements.</p>
We are looking for an experienced IT Security Specialist to join our team on a long-term contract basis in Deerfield Beach, Florida. In this role, you will focus on ensuring compliance with security policies, regulatory standards, and industry best practices by conducting risk assessments, managing vendor relationships, and collaborating across departments. This position offers an excellent opportunity to contribute to a robust security framework while optimizing compliance processes.<br><br>Responsibilities:<br>• Conduct comprehensive risk assessments on internal systems, third-party vendors, and external applications to identify gaps and ensure adherence to security policies.<br>• Support compliance programs, including evidence collection, audit readiness, and remediation related to frameworks such as ISO 27001, SOC 1/SOC 2, and others.<br>• Perform IT control testing, privacy assessments, and vulnerability reviews to maintain compliance with regulatory standards.<br>• Collaborate with cross-functional teams, including IT, Legal, Compliance, and Procurement, to draft and review security clauses in vendor agreements.<br>• Manage and update the risk register, tracking issues from identification to resolution.<br>• Act as a key point of contact for external auditors and regulatory bodies, facilitating compliance reviews and providing necessary documentation.<br>• Develop and refine policies, processes, and operational runbooks to enhance risk management and compliance efficiency.<br>• Prepare detailed risk and compliance reports for leadership, including dashboards to ensure transparency and accountability.<br>• Utilize tools such as Archer or ServiceNow to streamline compliance and risk management activities.
<p>We are looking for an experienced Insurance Paralegal to join our team in WPB, Florida. This role is ideal for someone with a strong background in commercial insurance and property administration, who is detail-oriented and excels in managing multiple priorities. You will play a key role in ensuring compliance, managing claims, Certificate of Insurances and supporting risk management initiatives. MUST have Commercial Real Estate, Certificate of Insurance experience. <strong>This position can allow a flexible schedule after 6months. $60-70K plus bonus. Please send your resume to Stacey Lyons via LinkedIn for immediate consideration!!</strong></p><p><br></p><p>Responsibilities:</p><p>• Monitor and track insurance certificate expirations for tenants, properties, and vendors using the company database.</p><p>• Collaborate with property managers and lease administrators to obtain and update Certificates of Insurance.</p><p>• Review and update insurance policies to ensure accuracy and efficiency for claim filings.</p><p>• Ensure compliance of all insurance certificates with applicable statutes and regulations.</p><p>• File insurance-related paperwork, including claims and other documents, as required by the insurance director.</p><p>• Coordinate claims litigation timelines between carriers and legal counsel, both internally and externally.</p><p>• Communicate claims and certificate updates through written and electronic correspondence.</p><p>• Submit claims to carriers and prepare supporting exhibits and responses as needed.</p><p>• Develop and implement risk management protocols and ensure Certificates of Insurance align with lease and contract requirements.</p><p>• Prepare Hold Harmless and Indemnification Agreements for vendors and contractors.</p>
<p>We are looking for a Human Resources (HR) Manager to serve as a strategic partner for both employees and leadership teams. In this role, you will focus on aligning business objectives with workforce needs, fostering a positive work culture, and providing comprehensive HR support. This is an exciting opportunity to contribute to the growth and success of the organization while ensuring employee satisfaction and regulatory compliance.</p><p><br></p><p>Responsibilities:</p><p>• Build and nurture strong relationships with leadership teams to understand business priorities and provide strategic HR guidance.</p><p>• Offer day-to-day support to employees, addressing concerns, coaching, and facilitating skill development.</p><p>• Partner with management to enhance workplace culture, morale, and employee retention.</p><p>• Manage and resolve intricate employee relations issues, conducting thorough and impartial investigations.</p><p>• Deliver performance management support to supervisors, including coaching, disciplinary actions, and career planning.</p><p>• Identify training and development needs, collaborating with teams to implement growth opportunities.</p><p>• Ensure compliance with employment laws and regulations, partnering with legal teams as necessary.</p><p>• Oversee onboarding processes and support managers in planning training programs for new hires.</p><p>• Streamline promotion and transfer processes, ensuring efficient communication and execution.</p><p>• Analyze workforce data and employee feedback to recommend actionable solutions and policies.</p><p><br></p><p>Please call Julie Kirvin or connect on Linked IN </p>
We are looking for a dedicated Contract Coordinator to join our team in Juno Beach, Florida. In this long-term contract position, you will play a key role in managing and reviewing contractual agreements, ensuring compliance with company policies, and supporting various legal and regulatory processes. This opportunity is ideal for professionals with a strong background in contract administration, asset management, or financial trading institutions.<br><br>Responsibilities:<br>• Assist in the negotiation and preparation of contract documents and amendments in alignment with company policies.<br>• Review incoming agreements and proposed modifications for accuracy and adherence to established standards.<br>• Prepare and distribute outgoing contracts, amendments, and confirmations to trading partners.<br>• Maintain and update a comprehensive database of contracts and counterparty information.<br>• Track and coordinate the flow of incoming and outgoing documents to ensure efficient record-keeping.<br>• Support the development of Proforma financial statements, including validating assumptions.<br>• Generate and complete reports related to contractual and financial activities as needed.<br>• Collaborate with internal teams to ensure smooth onboarding and compliance with procedures.<br>• Provide assistance with asset management and contractual obligations as required.
<p>We are a leading publicly traded company seeking an experienced <strong>Accounting Manager</strong> to join our finance and accounting team. This role is ideal for a CPA with a strong public accounting background who is looking to take the next step into a leadership role within a corporate environment.</p><p>Key Responsibilities</p><ul><li>Manage the monthly, quarterly, and annual close process, ensuring accuracy and timeliness.</li><li>Oversee preparation and review of financial statements and SEC filings.</li><li>Ensure compliance with GAAP, SOX, and internal controls.</li><li>Coordinate with external auditors and provide necessary support during audit cycles.</li><li>Supervise and mentor accounting staff, fostering professional growth.</li><li>Support process improvements, system implementations, and special projects as the company grows.</li></ul><p><br></p>
We are looking for an experienced Accounts Payable Supervisor/Manager to oversee and optimize the accounts payable processes within a dynamic organization based in Boca Raton, Florida. In this role, you will lead a team and ensure accurate and timely processing of invoices while maintaining compliance with financial regulations. The ideal candidate will bring strong leadership skills, attention to detail, and a solid background in accounts payable and general accounting.<br><br>Responsibilities:<br>• Supervise and manage the accounts payable team to ensure efficient and accurate processing of invoices.<br>• Oversee coding of invoices and ensure proper allocation to the correct accounts.<br>• Coordinate and monitor check runs and ACH payments to maintain timely vendor payments.<br>• Implement and enforce policies to ensure compliance with financial regulations and company standards.<br>• Resolve discrepancies and issues related to invoice processing or payments with vendors and internal stakeholders.<br>• Collaborate with other departments to streamline accounts payable procedures and support organizational goals.<br>• Generate and review accounts payable reports to provide insights and recommendations to senior management.<br>• Maintain up-to-date knowledge of industry trends and best practices to enhance the accounts payable function.<br>• Train and mentor team members to develop their skills and improve overall performance.<br>• Lead process improvement initiatives to enhance efficiency and accuracy within the accounts payable department.
We are looking for a Senior Accountant to lead treasury operations in a fast-paced manufacturing environment. This role is pivotal in ensuring effective cash management, liquidity planning, debt compliance, and treasury accounting. The successful candidate will play a key role in supporting global operations, overseeing financial processes, and driving improvements while maintaining strong internal controls.<br><br>Responsibilities:<br>• Oversee daily cash positioning and ensure sufficient liquidity across domestic and international entities.<br>• Develop and analyze short-term and long-term cash flow forecasts, recommending actionable strategies based on variances.<br>• Perform treasury month-end close processes, including creating journal entries and reconciling accounts.<br>• Manage banking relationships to optimize transaction efficiency and ensure compliance with debt covenants.<br>• Supervise intercompany loans, foreign exchange transactions, and hedging activities with accurate accounting and reporting.<br>• Prepare treasury-related financial reports for management and external stakeholders.<br>• Collaborate with auditors on treasury-related matters and ensure compliance with internal controls and policies.<br>• Identify opportunities to streamline treasury workflows and implement process improvements.<br>• Support automation initiatives to enhance efficiency in treasury operations.<br>• Partner with procurement and supply chain teams to assess cash impacts of business decisions.
<p>We are looking for a Collections Attorney to join our team in Pompano Beach, Florida. This role will involve handling a high volume of cases and representing financial institutions while ensuring compliance with legal regulations. The ideal candidate will be detail-oriented, proactive, and have a strong understanding of civil procedures. Florida Bar Association required, 2-3yrs experience.<strong> Send your resume to Stacey Lyons via LinkedIn or call me directly 561.288.9041 for immediate consideration. </strong></p><p><br></p><p>Responsibilities:</p><p>• Manage a large caseload, focusing on collections matters for financial institutions.</p><p>• Ensure strict adherence to compliance regulations and legal standards.</p><p>• Conduct motion practices and negotiate settlements effectively.</p><p>• Represent clients in small claims cases, including bench trials.</p><p>• Prepare and review legal documents using case management and document management software.</p><p>• Collaborate with team members to develop strategies for case resolution.</p><p>• Provide updates and reports on case progress to clients and stakeholders.</p><p>• Utilize software tools such as Adobe Acrobat and Conveyancer for efficient legal documentation.</p><p>• Maintain professionalism while handling sensitive consumer and commercial collections cases.</p><p>• Stay informed on changes to civil litigation procedures and implement best practices.</p>
We are looking for a detail-oriented Staff Accountant to join our team on a Contract-to-Ongoing basis in Oakland Park, Florida. This role offers an exciting opportunity to contribute to the financial success of the organization by ensuring accurate and timely accounting operations. The ideal candidate will possess strong expertise in corporate tax and general ledger management, as well as a commitment to maintaining compliance with tax regulations and accounting standards.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns, ensuring accuracy and compliance with applicable regulations.<br>• Manage sales tax filings and related documentation in accordance with state and federal requirements.<br>• Record and reconcile journal entries to maintain accurate financial records.<br>• Oversee general ledger activities, including account reconciliation and periodic audits.<br>• Assist in month-end and year-end closing processes, ensuring timely reporting.<br>• Collaborate with internal teams to analyze financial data and provide insights for decision-making.<br>• Monitor and ensure compliance with accounting standards and company policies.<br>• Support the transition to an ongoing role by maintaining consistent performance and alignment with organizational goals.<br>• Perform ad-hoc financial reporting tasks as needed to support overall accounting functions.
We are looking for an experienced Senior Accountant to join our team in Coconut Creek, Florida. This role is key to ensuring the accuracy and integrity of financial records, supporting critical accounting functions, and driving compliance with company policies and regulations. The ideal candidate will bring strong analytical skills, attention to detail, and expertise in managing a variety of accounting tasks.<br><br>Responsibilities:<br>• Manage month-end close processes, ensuring timely and accurate reporting of financial data.<br>• Maintain and reconcile the general ledger to ensure all transactions are properly recorded.<br>• Prepare and post journal entries while verifying supporting documentation and compliance.<br>• Conduct account reconciliations to identify discrepancies and ensure accuracy.<br>• Perform bank reconciliations to validate cash flow and financial statements.<br>• Analyze financial data to support decision-making and improve operational efficiency.<br>• Collaborate with internal teams to ensure adherence to accounting standards and company policies.<br>• Assist in audits by providing required documentation and resolving inquiries.<br>• Monitor and implement best practices in accounting processes to enhance accuracy and efficiency.
<p>We are looking for an experienced Controller to manage financial operations for a dynamic automotive dealership group in Palm Beach, Florida. This role requires a strategic leader who can ensure accurate financial reporting, maintain compliance, and drive operational efficiency across multiple locations. The ideal candidate will bring expertise in automotive accounting and a strong ability to implement financial controls and improve processes.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and oversee monthly and annual financial statements while ensuring compliance with organizational standards.</p><p>• Establish and monitor internal controls, risk management practices, and compliance across dealership departments, including sales, service, and finance.</p><p>• Conduct in-depth financial analysis to identify trends and provide actionable insights to support strategic decision-making.</p><p>• Supervise and mentor the accounting team to ensure timely processing of accounts payable, accounts receivable, payroll, and inventory.</p><p>• Coordinate tax compliance efforts and ensure audit readiness by collaborating with external auditors and tax advisors.</p><p>• Deliver clear and comprehensive financial reports to dealership leadership to aid in decision-making processes.</p><p>• Implement and maintain financial controls to optimize efficiency and accuracy across all operations.</p><p>• Analyze and refine processes to improve financial workflows and ensure operational excellence.</p>
<p>Robert Half is working with a client seeking a motivated Property Manager to join a boutique investment firm in Miami. This role is ideal for someone who is bilingual, highly organized, and eager to grow in property management while supporting the daily operations of a 150-property portfolio. You’ll gain hands-on experience across office management, financial reporting, and tenant relations.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Handle general office management tasks including mail, supplies, invoices, and vendor coordination</li><li>Use property management software (such as Buildium) to collect rent and track payments</li><li>Screen and approve tenants, and manage move-ins and move-outs</li><li>Enforce property rules, lease agreements, and compliance policies</li><li>Reconcile bank transactions daily and assist with bookkeeping tasks</li><li>Prepare monthly financial reports and maintain accurate records</li><li>Manage contracts, investment documents, and vendor communications</li><li>Provide executive support and report directly to the Portfolio Manager</li><li>Occasionally assist with afternoon property showings alongside realtors</li></ul><p><br></p>
<p>We are a boutique SEC-registered investment advisory firm specializing in tax-efficient investment strategies for high-net-worth individuals and families. Our team of 6–10 professionals delivers comprehensive financial planning, portfolio management, and tax-optimized solutions with a personalized approach.</p><p><br></p><p>The Controller will oversee all aspects of the firm’s financial operations, including accounting, reporting, budgeting, and compliance support. This role requires a hands-on, detail-oriented finance professional who can manage daily accounting processes while contributing strategically to operational efficiency and financial planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manage the firm’s general ledger, journal entries, and month-end close processes.</li><li>Prepare financial statements, budgets, forecasts, and variance analyses.</li><li>Oversee accounts payable, receivable, payroll, and expense tracking.</li><li>Ensure regulatory compliance with SEC and state filing requirements in coordination with the Chief Compliance Officer.</li><li>Maintain internal controls and implement accounting best practices.</li><li>Support external audits and liaise with tax preparers and custodians.</li><li>Assist management with performance metrics, profitability analyses, and cost optimization.</li><li>Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and operational planning.</li></ul><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY and reach out to Stefanie Furniss 786-897-7903 </strong></p>
<p>We are seeking an experienced and strategic <strong>Director of Operations</strong> to oversee and optimize the performance of a growing portfolio of <strong>35+ multifamily apartment communities</strong>. This role is ideal for a dynamic leader with deep knowledge of property management operations, financial performance, and team development, specific to the apartment rental industry. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide leadership and operational oversight to regional and property management teams.</li><li>Develop and implement strategies to maximize occupancy, revenue, and resident satisfaction.</li><li>Ensure compliance with company policies, local regulations, and fair housing laws.</li><li>Oversee budgeting, forecasting, and financial reporting for all properties.</li><li>Drive process improvements and efficiency across property operations.</li><li>Collaborate with ownership and senior leadership on growth initiatives and capital improvement plans.</li><li>Mentor and train regional and property managers to ensure high performance and professional growth.</li></ul><p><strong>QUALIFIED CANDIDATES APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p><p><br></p>
<p>We are a diversified investment management firm focused on specialized markets across multiple asset classes, including private equity, venture capital, credit, and structured leasing. The firm manages a growing portfolio of investments and has developed a strong track record of value creation through deep industry expertise, operational excellence, and partnership with management teams.</p><p><strong>Position Summary:</strong></p><p>The Senior Fund Accountant / Accounting Manager will be responsible for maintaining the books, records, and reporting for the ownership entities of a multi-fund investment platform. This includes accounting for investments in the firm’s funds as well as activity across related corporate and partnership entities. The role will evolve to include accounting and reporting for additional funds and affiliated real estate entities.</p><p>This position reports directly to the Head of Accounting and offers the opportunity to take ownership of the accounting function for complex investment structures while improving internal processes and systems.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Record journal entries related to banking, loan, and fund transactions.</li><li>Process bank transfers and wire payments accurately and in a timely manner.</li><li>Redesign and enhance the accounting and reporting process, including:</li><li>Implementing a new accounting system and chart of accounts.</li><li>Developing comprehensive workpapers for both current and historical transactions.</li><li>Create efficient workflows for capital calls, distributions, and investor notices.</li><li>Prepare quarterly financial statements and capital account summaries.</li><li>Lead annual audits and ensure compliance with consolidation and reporting standards.</li><li>Review and interpret legal agreements to identify accounting and cash flow implications.</li><li>Assist with ad hoc projects and provide support for evolving business needs.</li></ul><p><br></p>
We are looking for an experienced Forensic Accounting Manager to specialize in supporting family law litigation matters. This role requires expertise in areas such as business valuation, financial analysis, and asset tracing, with the opportunity to contribute to complex cases involving marital dissolution. The ideal candidate will bring advanced credentials and a deep understanding of forensic accounting practices within the context of family law.<br><br>Responsibilities:<br>• Conduct valuations of closely held businesses, practices requiring attention to detail, and other marital assets.<br>• Perform detailed forensic financial analyses to uncover hidden assets, income streams, and liabilities.<br>• Develop expert reports and provide testimony during depositions and court proceedings.<br>• Collaborate with attorneys and clients to define case strategies and create financial models.<br>• Evaluate tax returns, financial statements, and other financial documentation relevant to divorce proceedings.<br>• Ensure compliance with standards, ethical guidelines, and regulatory requirements.<br>• Utilize financial software and tools to enhance efficiency and accuracy in forensic analysis.<br>• Manage multiple cases simultaneously while maintaining high attention to detail and meeting deadlines.
We are looking for a detail-oriented Payroll Administrator to oversee and execute payroll operations for our organization. Based in Miramar, Florida, this contract position involves managing payroll processes, ensuring compliance with regulations, and addressing payroll-related inquiries. If you have strong organizational skills and a passion for accuracy, we encourage you to apply.<br><br>Responsibilities:<br>• Oversee daily payroll operations to ensure timely and accurate processing of employee payments.<br>• Manage payroll workflows to guarantee all transactions are completed efficiently and without errors.<br>• Reconcile payroll data prior to transmission and validate reports to maintain data integrity.<br>• Calculate and process adjustments, retroactive payments, and other payroll-related earnings.<br>• Ensure compliance with federal and state payroll regulations, including proper taxation of employer-paid benefits.<br>• Handle garnishment calculations and ensure compliance with legal requirements.<br>• Process and manage Kronos time and attendance data for seamless integration with payroll systems.<br>• Address unclaimed payroll checks and perform necessary compliance procedures.<br>• Generate and reconcile divisional payroll reports on a weekly basis to ensure accuracy in gross-to-net calculations.<br>• Investigate and resolve payroll discrepancies and issues for assigned divisions.
We are looking for a skilled Payroll Administrator to join our team on a contract basis in Deerfield Beach, Florida. This role involves overseeing payroll processes, onboarding new employees, and providing administrative support. Ideal candidates will have experience with payroll systems and recruiting, as well as the ability to work effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Process payroll for multi-state operations, ensuring accuracy for approximately 800 employees.<br>• Manage onboarding tasks, including background checks and drug screenings.<br>• Handle documentation for new employees and ensure compliance with company policies.<br>• Assist with light recruiting responsibilities to support staffing needs.<br>• Prepare and distribute team acknowledgments and other internal communications.<br>• Provide administrative support for various HR-related functions.<br>• Utilize payroll systems such as Paychex to streamline operations.<br>• Collaborate with managers to ensure timekeeping records are accurate and complete.<br>• Maintain confidentiality and uphold compliance standards across all HR functions.
<p>We are looking for an experienced Controller to join our client's team in West Palm Beach, Florida. In this role, you will oversee all financial operations, including accounting, budgeting, and compliance, ensuring the organization maintains strong fiscal health. This position is ideal for someone with a background in construction finance and a comprehensive understanding of general contracting practices.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the accounting team to ensure accurate and timely financial reporting, including monthly, quarterly, and annual statements.</p><p>• Manage general ledger activities, accounts payable and receivable, payroll processes, and bank reconciliations.</p><p>• Establish and enforce internal controls, financial policies, and procedures to support organizational growth.</p><p>• Monitor and analyze project budgets, job costs, and work-in-progress reports to ensure financial accuracy.</p><p>• Collaborate with project managers, estimators, and owners to maintain real-time cost tracking and forecasting.</p><p>• Oversee subcontractor payments, retainage approvals, and lien release processes.</p><p>• Develop and manage cash flow planning, daily cash reporting, and forecasting to optimize financial performance.</p><p>• Ensure compliance with state and federal tax regulations, licensing requirements, and regulatory filings.</p><p>• Implement and maintain accounting software systems, identifying opportunities for automation and workflow improvements.</p><p>• Support data-driven decision-making by integrating financial systems and processes.</p>
<p>We are looking for an experienced Full-Charge Bookkeeper to oversee financial operations and human resources functions for a well-established entity in Jupiter, Florida. This role is essential in ensuring accurate financial reporting, compliance with regulations, and seamless management of accounting, payroll, and HR processes. The ideal candidate will collaborate closely with management to provide valuable insights and maintain the integrity of financial and operational data. This role requires onsite work arrangements M-F - NOT REMOTE. </p><p><br></p><p>Responsibilities:</p><p>• Oversee daily transactional activity and work to prepare monthly financial statements and annual budgets.</p><p>• Review & approve AP/AR entries and supporting schedules related to General Ledger activity.</p><p>• Provide financial forecasts and analyses to assist management in decision-making and strategic planning.</p><p>• Monitor internal controls to protect assets and ensure compliance with laws and industry regulations.</p><p>• Oversee payroll processing, benefits administration, and HR recordkeeping to support organizational needs.</p><p>• Coordinate annual audits and prepare tax filings and other required financial reports.</p><p>• Act as a trusted advisor to management on financial and HR matters, offering strategic insights and recommendations.</p>
We are looking for a detail-oriented Account Specialist to join our team in Miami, Florida. In this role, you will provide comprehensive account management support to a variety of customers, including business, commercial, industrial, national, and government clients. This is a long-term contract position, ideal for professionals with a strong background in customer service, claims processing, and accounts receivable functions.<br><br>Responsibilities:<br>• Manage customer accounts by addressing requests, resolving complaints, and ensuring satisfaction.<br>• Collaborate with vendor partners and internal teams to resolve customer issues effectively.<br>• Process claims and contractor invoices with accuracy and efficiency.<br>• Handle customer enrollment, billing tasks, and fulfillment operations.<br>• Maintain strong relationships with customers to support account retention and growth.<br>• Monitor revenue recovery processes and ensure timely resolutions.<br>• Provide detailed reporting and analysis of account activities to management.<br>• Ensure compliance with company policies and procedures in all account-related tasks.<br>• Identify opportunities for process improvements and implement solutions to enhance service quality.
<p><strong>About the Firm</strong></p><p>We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first organization, we now serve clients across 35 states with specialties in advisory, risk management, tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission to deliver tailored financial strategies and family office solutions.</p><p><strong>The Opportunity</strong></p><p>We are seeking a <strong>Full-Time Executive Assistant</strong> to support two senior partners and provide seamless operational, administrative, and compliance support across our advisory and family office practices. This is a <strong>replacement role</strong> for a long-tenured assistant who is pursuing her PhD after 5 years with the firm. The ideal candidate will be proactive, detail-oriented, and highly adaptable, with the ability to manage complex scheduling, compliance deadlines, and occasional personal support.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide executive-level support to senior advisory partners, including calendar management, travel coordination, and meeting preparation.</li><li>Coordinate and support <strong>6–8 business trips annually</strong>, including conferences, networking events, and trips to California (1–3 days each).</li><li>Manage office workflows, compliance processes, and client deliverables with accuracy and timeliness.</li><li>Prepare, edit, and maintain professional correspondence, presentations, and reports.</li><li>Assist with compliance requirements across multiple states on an annual basis.</li><li>Maintain discretion while occasionally handling personal tasks (e.g., errands, scheduling services).</li><li>Collaborate with internal teams to support firm initiatives, including new service package launches.</li><li>Ensure accurate tracking and reporting in Excel and MS Office Suite.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>4–8 years of professional experience</strong> post-college, ideally supporting executives in finance, legal, accounting, or related industries.</li><li>Bachelor’s degree in business, finance, or related field preferred.</li><li>Strong proficiency in <strong>MS Office Suite (Excel, Word, Outlook, PowerPoint)</strong>.</li><li>Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.</li><li>Exceptional communication and interpersonal skills; professional presence as a representative of the firm.</li><li>Flexibility to support partners working across time zones, including occasional evening availability.</li><li>Ability to travel occasionally (approx. 6–8 trips/year).</li></ul><p><strong>Cultural Fit</strong></p><p>We are looking for someone who embodies professionalism, energy, and intellectual curiosity—someone who can quickly pick up new concepts, ask clarifying questions, and thrive in a fast-paced advisory environment. A successful candidate will be:</p><ul><li>Detail-oriented and organized</li><li>Professional yet approachable</li><li>A strong communicator and problem-solver</li><li>Comfortable with evolving priorities and deadlines</li></ul><p><br></p><p><br></p>
