<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>
<p>Opening for a Tax & Bookkeeper to join reputable CPA firm West Palm Beach Office/33401</p><p> </p><p>Location: <strong>West Palm Beach (WPB) 33401 </strong></p><p>Hybrid Schedule: 3 days In-office & <strong><u>2 days Remote</u></strong></p><p> </p><p>Salary: around $65-$70,00 (with possible stretch to $75,000 depending on experience level) </p><p> </p><p>Benefits: Medical, Holidays, PTO and other flexibility, 401k +Match, Additional insurances, Annual discretionary Bonus, Dinner provided during tax season, and other perks!</p><p> </p><p>Company overview: Reputable firm with long-term employees spanning careers. This role is open due to a retirement and offers the opportunity to cultivate skills and growth to match career objectives. The ideal candidate is experienced with Tax preparation and Bookkeeping for a diverse group of clients. WPB office/33401</p><p> </p><p><strong>Bookkeeper or Staff Accountant responsibilities: </strong></p><p>• Prepare federal tax returns, including 1040, 1041, 1120S, and 1065 forms</p><p>• Manage bookkeeping and full cycle accounting tasks</p><p>• AP, AR, account and bank reconciliations, credit card and expense tracking</p><p>• Perform journal entries, adjustments, ensure correct allocations</p><p>• Review income statements and balance sheet</p><p>• Prepare and analysis of financial statements and various reporting such as profit and loss</p><p>• Payroll knowledge is a plus</p><p>• Assist CPA with tax-related notices and correspondence</p><p>• Collaborate with team members and partners on client's needs</p>
We are looking for a skilled and detail-oriented Tax Accountant to join a growing tax firm in Coconut Creek, Florida. This firm specializes in providing personalized tax services to clients in the construction industry, including corporations, partnerships, and individuals. The ideal candidate will bring expertise in tax compliance, planning, and advisory services, with a strong focus on building lasting client relationships and addressing the unique tax considerations within the construction sector.<br><br>Responsibilities:<br>• Prepare and review tax returns for S corporations, C corporations, partnerships, and individual clients.<br>• Conduct thorough tax research and provide expert advice on compliance and planning strategies.<br>• Address the specific tax challenges of the construction industry, such as revenue recognition methods and specialized depreciation rules.<br>• Collaborate with clients to deliver tailored tax solutions that meet their unique needs.<br>• Ensure all work adheres to applicable laws, regulations, and industry standards.<br>• Stay updated on tax laws and regulatory changes to provide accurate and current guidance.<br>• Utilize tax software effectively to streamline processes and maintain accuracy.<br>• Support clients with audits, inquiries, and other tax-related issues as needed.<br>• Assist in developing strategies for tax minimization and optimizing financial outcomes.<br>• Foster strong client relationships by offering attentive, responsive, and reliable service.
<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>This individual is responsible for supporting many aspects of the Sales and Use Tax function. This position encompasses assisting with and supporting state/local sales and use tax audits, processing and maintaining customer/vendor resale and exemption certificates, performing taxability research, marketplace facilitator reconciliations and other duties as assigned. The successful candidate will possess strong problem-solving and analytical skills, work ethic, organizational skills, attention to detail, decision making skills, and the ability to work well with others.</p><p><br></p><p>• Review unapproved sales orders to ensure that the correct taxes are received on all orders. </p><p>• Review drop-shipping customer orders daily, this includes contacting customers for payment of additional taxes due.</p><p>• Reconcile monthly sales reports to Avatax platform and Sales & Use tax returns prepared by Avalara.</p><p>• Prepare and reconcile Sales & Use tax payable transactions. </p><p>• Prepare and upload Use Tax transactions to Avalara Avatax. </p><p>• Assist with Marketplace Facilitators setup and maintenance, this includes monthly reconciliations of transactions.</p><p>• Perform sales tax testing related to E-commerce projects as needed.</p><p>• Prepare estimates and filing for the Texas Freeport Exemption quarterly and yearly. </p><p>• Assist with the maintenance of sales & use tax exemption and resale certificates received from customers.</p><p>• Review and validate customer exemption certificates in CertCapture.</p><p>• Work on Certcapture campaigns to maintain current resale certificates for customers.</p><p>• Setup customer exemption certificates in Certcapture.</p><p>• Communicate with customers to obtain valid exemption documentation.</p><p>• Work with internal customers to support inquiries related to sales and use taxes.</p><p>• Process Salesforce tax exemption approval requests.</p><p>• Support sales & use tax audits.</p><p>• Obtain and review Bill of Lading and other shipping documents for international customers.</p><p>• Perform special projects, tasks and other related duties as assigned.</p>
<p>We are seeking a detail-oriented and reliable <strong>Accounting Specialist</strong> to join our finance team. This role is responsible for managing key accounting functions, including general ledger maintenance, accounts payable and receivable processing, and financial reporting support. The <strong>Accounting Specialist</strong> will play a critical role in ensuring the accuracy and efficiency of our accounting operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and reconcile the general ledger accounts, ensuring accuracy and compliance with accounting standards.</li><li>Process accounts payable and accounts receivable transactions, including reviewing and verifying invoices, issuing payments, and recording receipts.</li><li>Prepare monthly financial reports, including balance sheets, income statements, and cash flow statements.</li><li>Assist in the preparation of month-end and year-end close processes, ensuring financial statements align with company policies and regulations.</li><li>Manage expense reports and employee reimbursements in compliance with organizational policies.</li><li>Monitor and analyze budget variances and provide actionable insights to management.</li><li>Support audits by gathering required documentation and responding to auditor requests.</li><li>Ensure compliance with local, state, and federal laws regarding financial reporting and tax filings.</li><li>Identify and implement process improvements to optimize accounting workflows and increase efficiency.</li><li>Provide accounting support and guidance to other departments as needed.</li></ul><p>If interested please call 786.801.5830 or email victoria/[email protected]</p><p><br></p>
<p>We are seeking a highly organized and detail-oriented <strong>Bookkeeper</strong> to join our team. The Bookkeeper will play a critical role in managing the day-to-day financial operations of the business, ensuring accuracy and timeliness in all accounting and reporting tasks. This position requires a proactive professional with a strong understanding of accounting principles and the ability to handle multiple responsibilities in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Record and maintain accurate financial transactions in the company’s accounting system.</li><li>Reconcile bank accounts, credit card statements, and other financial accounts on a regular basis.</li><li>Process accounts payable and accounts receivable, including issuing invoices, recording payments, and generating statements.</li><li>Manage payroll, including calculating employee wages, tax deductions, and submitting payroll taxes in compliance with state and federal regulations.</li><li>Prepare monthly financial reports, including balance sheets, income statements, and cash flow statements.</li><li>Monitor and maintain the general ledger, ensuring proper coding and classification of transactions.</li><li>Assist with budget preparation, variance analyses, and account forecasting.</li><li>Respond to inquiries from management, clients, or vendors regarding financial matters.</li><li>Ensure compliance with company policies as well as local, state, and federal financial regulations.</li><li>Support audits and collaborate with external accountants or auditors to provide required documentation and reports.</li><li>Proactively identify and recommend process improvements for more efficient financial operations.</li></ul><p>If you are qualified please call 786.801.5830 or [email protected]</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>
<p>Amazing company is needing a BOOKKEEPER to join their dynamic Team. Great culture, great working schedule and great organization! Seeking a Bookkeeper to join them fast... </p><p>The following functions are needed in order to be considered:</p><ul><li>Reconcile monthly bank and credit card statements</li><li>Manage personal expenses, track spending and cash flow</li><li>Create and support Auditors, accountants and all involved with monthly audits</li><li>Accounts Payable and ensure on time payments </li><li>Support with Budgeting and forecasting while tracking expenses and liquidity needs</li><li>Manage travel cost and calendar to ensure proper appointments are met</li><li>Detail and organizational skills are a must while managing multiple books</li><li>Support with various projects as needed </li><li>Monthly, Quarterly and Yearly ad hoc and financial reports for management</li><li>Act as the liaison to all involved for Investments, tax and legal assistance</li></ul><p>If you are interested in knowing more about this position, call me 786-393-4588 or email Janet.Silva@roberthalfcom</p>
<p>We are looking for an experienced Bookkeeper for a finance company in Brickell</p><p><br></p><p>• Maintain accurate and up-to-date financial records, including accounts payable (AP) and accounts receivable (AR).</p><p>• Perform routine bank reconciliations to ensure financial accuracy.</p><p>• Manage month-end close processes and prepare financial reports as needed.</p><p>• Utilize QuickBooks to track and monitor financial transactions.</p><p>• Handle payroll processing efficiently and in compliance with company standards.</p><p>• Perform data entry and maintain records to support overall bookkeeping activities.</p><p>• Communicate extensively with vendors, including insurance companies, to resolve inquiries and manage accounts.</p><p>• Collaborate with team members to ensure smooth office operations and financial management.</p><p>• Learn and apply Dynamics AX software through provided training for internal processes.</p>
<p>We are looking for a meticulous and bilingual (English/Spanish preferred) Accounting Clerk to join our team in Miami, Florida. This position will be supporting purchasing activities and ensuring accuracy in bookkeeping processes. The ideal candidate will bring a blend of accounting expertise and organizational skills to maintain smooth financial operations.</p><p><br></p><p>• Process accounts payable and receivable transactions promptly and accurately.</p><p>• Maintain and update financial records through efficient data entry.</p><p>• Reconcile invoices and assist in the preparation of payment processing.</p><p>• Manage and track purchase orders, vendor invoices, and receipts to ensure timely processing.</p><p>• Communicate with vendors to verify pricing, delivery schedules, and order statuses.</p><p>• Contribute to monthly financial closings and prepare relevant reports as needed.</p><p>• Support the finance team with general accounting and administrative tasks.</p><p>• Utilize accounting software, such as QuickBooks, to streamline financial operations.</p>
<p>Opening for a Bookkeeper-Accountant specializing in Accounts Payable (AP) and Accounts Receivable (AR) for company in Brickell.</p><p> </p><p>Location: Brickell</p><p>Schedule: The option of In-office, Hybrid or Remote available</p><p> </p><p>Salary $65-$70,000</p><p>Benefits: Medical paid, 2 weeks' vacation, Holidays, 401k and More!</p><p> </p><p>Company Overview: Global distributor of recognized perishables, beer and wine group with international vendors from Italy, Spain. Chile, France and Argentina and a growing U.S. market retail clientele. This is a great culture that cultivates and promotes long-term careers.</p><p> </p><p>The ideal candidate can manage AP & AR, maintaining accurate financial records and ensuring smooth transactions for a wholesale distribution business. With strong organization skills keeping data updated for daily reports on account balances and aging. Proficiency in both English and Spanish highly needed. Duties include:</p><p> </p><p>• Manage and process accounts payable transactions, ensuring timely and accurate payments.</p><p>• Handle accounts receivable activities, including invoicing and follow-up on outstanding payments.</p><p>• Reconcile bank accounts to maintain accurate financial records.</p><p>• Monitor and maintain financial data in compliance with company policies and procedures.</p><p>• Prepare reports and documentation related to AP and AR for management review.</p><p>• Collaborate with internal teams to resolve discrepancies and ensure seamless financial operations.</p><p>• Assist in month-end and year-end closing processes.</p><p>• Maintain an organized filing system for financial documents and records.</p><p>• Communicate with vendors and customers to address inquiries and payment issues.</p><p>• Support audits by providing necessary documentation and information.</p>
<p><strong>Position: Travel Coordinator / Accounts Payable Specialist</strong></p><p><strong>Overview:</strong></p><p> This is a hands-on position responsible for processing travel-related invoices and arranging complex travel reservations for staff and witnesses, including air, ground, and hotel bookings. The schedule is Monday to Friday, 8:30 a.m. – 5:00 p.m.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Arrange travel accommodations, including transportation, lodging, and meals.</li><li>Audit and process travel advances, reimbursements, and related invoices.</li><li>Audit and process witness meal affidavits, airline, and car rental payments.</li><li>Reconcile reports and maintain accurate records.</li><li>Serve as a backup to other travel coordinators as needed.</li><li>Perform other related duties as assigned.</li></ul><p><br></p>
We are looking for an experienced Accounts Payable Specialist to join our team in Plantation, Florida. This long-term contract role requires expertise in managing high-volume AP processes, inventory-related invoices, and advanced Excel functionalities. The ideal candidate will demonstrate strong organizational skills and attention to detail, ensuring accurate and efficient processing of payments and reconciliation tasks.<br><br>Responsibilities:<br>• Process high volumes of accounts payable transactions, including purchase orders and inventory-related invoices.<br>• Perform 2- and 3-way matching to ensure accuracy in invoice processing.<br>• Review and code invoices, including tax and freight allocations.<br>• Post ACH payments and manage online payment entries into NetSuite.<br>• Conduct detailed reviews of cash runs and dividends to maintain proper records.<br>• Collaborate with vendors and internal teams to resolve discrepancies and ensure compliance with company policies.<br>• Utilize Excel for complex data analysis, including VLOOKUPs and handling intricate spreadsheets.<br>• Maintain organized and accurate financial records for reporting purposes.<br>• Assist in uploading credit card transactions by formatting raw data for integration into NetSuite.<br>• Support the team with auditing and reconciliation tasks as needed.
We are looking for a detail-oriented Bookkeeper to join our team in Deerfield Beach, Florida. In this Contract-to-Permanent position, you will play a key role in managing financial records and ensuring the accuracy of accounting operations within the telecom services industry. If you thrive in a dynamic environment and have a passion for numbers, we encourage you to apply.<br><br>Responsibilities:<br>• Process and verify accounts payable and receivable transactions, ensuring accuracy and timely payments.<br>• Prepare financial statements such as income statements, balance sheets, and cash flow reports.<br>• Reconcile bank statements and investment accounts to maintain accurate financial records.<br>• Conduct monthly closing procedures and ensure the books are up-to-date.<br>• Analyze budget performance and maintain spreadsheets to compare actual results against projections.<br>• Manage general ledger activities, including journal entries and account adjustments.<br>• Generate and submit required financial reports with precision and timeliness.<br>• Utilize accounting software like QuickBooks and Excel to perform data entry and calculations.<br>• Assist in payroll processing and ensure compliance with relevant financial regulations.<br>• Collaborate with management to address additional tasks and support financial decision-making.
We are looking for a detail-oriented and organized Bookkeeper/Office Administrator to join our team in Boca Raton, Florida. This permanent, in-office role requires expertise in QuickBooks Online, strong communication skills, and an ability to provide thorough support to customers and colleagues. The successful candidate will play a key role in managing financial records, overseeing administrative tasks, and ensuring smooth office operations.<br><br>Responsibilities:<br>• Maintain accurate financial records using QuickBooks Online, including reconciling accounts and preparing reports.<br>• Process accounts payable and receivable transactions with efficiency and attention to detail.<br>• Oversee month-end and year-end financial procedures, including bank reconciliations.<br>• Assist with payroll processing and ensure compliance with relevant regulations.<br>• Manage office organization tasks such as handling mail, ordering supplies, and filing documents.<br>• Provide administrative support to ensure seamless office operations, including scheduling and record-keeping.<br>• Deliver excellent customer service by addressing inquiries and resolving issues promptly.<br>• Collaborate with team members on special projects and provide support as needed.<br>• Maintain an organized and efficient office environment to enhance productivity.
<p>We are looking for a detail-oriented Accounts Payable Clerk to join our client's team in Jupiter, Florida. In this role, you will be responsible for ensuring the efficient and accurate processing of vendor invoices and payments, while maintaining strong relationships with vendors and internal stakeholders. This position offers an excellent opportunity for someone who thrives in a fast-paced environment and is eager to contribute to the financial operations of a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and payments promptly and accurately, ensuring compliance with company policies.</p><p>• Review and reconcile accounts payable transactions and statements to maintain accuracy.</p><p>• Monitor and implement system and workflow improvements for optimal efficiency.</p><p>• Approve third-party invoices and employee expense reports with attention to detail.</p><p>• Provide timely assistance and guidance to internal stakeholders experiencing processing issues.</p><p>• Maintain organized and up-to-date records for all accounts payable activities.</p><p>• Collaborate with vendors to resolve discrepancies and maintain strong working relationships.</p><p>• Support internal audits and ensure adherence to financial controls and compliance standards.</p><p>• Assist with month-end closing activities related to accounts payable.</p><p>• Contribute to process improvement initiatives within the accounts payable department.</p>
We are looking for an experienced Accounts Receivable Specialist to join our team in Riviera Beach, Florida. This position offers an opportunity to contribute to a dynamic transport industry setting while showcasing your skills in managing receivables and financial processes. The ideal candidate will have a strong background in accounting and exceptional attention to detail.<br><br>Responsibilities:<br>• Manage accounts receivable processes, including invoicing, collections, and cash applications.<br>• Post and reconcile accounts receivable transactions to the general ledger with accuracy.<br>• Conduct regular follow-ups on outstanding payments to ensure timely collections.<br>• Process cash activities, including check handling and bank deposits.<br>• Utilize accounting software systems to maintain accurate financial records.<br>• Prepare detailed reports on accounts receivable status and collection efforts.<br>• Collaborate with internal teams to address discrepancies and resolve billing issues.<br>• Ensure compliance with company policies and accounting standards.<br>• Support month-end closing activities related to accounts receivable.<br>• Maintain organized and up-to-date documentation of financial transactions.
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team in Boynton, Florida. In this role, you will play a key part in ensuring the accuracy and efficiency of our accounts payable processes. This position requires strong organizational skills, a commitment to meeting deadlines, and the ability to collaborate effectively across departments.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, proper coding, and necessary approvals.</p><p>• Reconcile vendor statements and promptly address any discrepancies.</p><p>• Manage timely payments for vendor invoices and employee expense reimbursements.</p><p>• Maintain up-to-date and accurate documentation to support audits and compliance requirements.</p><p>• Contribute to month-end closing activities by preparing accounts payable reports and reconciliations.</p><p>• Partner with procurement and other teams to resolve payment-related issues efficiently.</p><p>• Participate in the implementation of process improvements and automation efforts within the accounts payable function.</p><p>• Generate reports and analyze accounts payable metrics, including aging and payment trends.</p>
<p>We are looking for a detail-oriented AP/AR Clerk to join our team. In this role, you will primarily handle accounts payable processes while providing additional support for accounts receivable tasks. This position requires a strong understanding of financial operations and the ability to manage high transaction volumes efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Process a high volume of 3,000 transactions monthly with exceptional accuracy and attention to detail.</p><p>• Manage accounts payable operations, ensuring timely and accurate payment processing.</p><p>• Provide support with accounts receivable tasks, including posting payments and maintaining account records.</p><p>• Utilize Sage accounting software to perform bookkeeping and financial management duties.</p><p>• Maintain organized and up-to-date financial records to ensure compliance with company policies.</p><p>• Collaborate with team members to address discrepancies and resolve payment issues.</p><p>• Assist in cash handling and reconciliation processes as needed.</p><p>• Review and verify invoices for accuracy before entering data into the system.</p><p>• Support the preparation of financial reports and audits as required.</p>
