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4 results for Auditassurance Services Associate in West Palm Beach, FL

Client Services Associate

Palm Beach, FL
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Robert Half Finance & Accounting has partnered up with a global investment management firm in the search for a detail-oriented Client Services Associate to add to their team. This position combines client service support, account administration, and investment operations work to help ensure accurate, responsive service across a range of financial transactions and reporting needs. The ideal candidate brings strong organizational skills, sound knowledge of financial processes, and the ability to work effectively with relationship managers and internal partners in a fast-paced environment. In person collaboration in office is required - this is not a remote role! Responsibilities:• Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule.• Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks.• Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs.• Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries.• Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment.• Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details.• Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations.• Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities.
2026-04-29T00:00:00Z

Claims Associate

Sunrise, FL
onsite
Temporary / Contract
18.05 - 20.9 USD / Hourly
We are looking for a dedicated Claims Associate to join our team on a long-term contract basis in Sunrise, Florida. In this role, you will handle medical claims processing, member communications, and ensure compliance with industry standards. This position offers an opportunity to utilize your expertise in medical claims and billing while providing excellent customer service. Responsibilities: • Process new claims by setting them up, completing required forms, scanning documents, and ensuring all claims are accurately processed. • Communicate with healthcare providers to gather additional documentation needed for claim evaluations. • Assess coverage for submitted claims, verifying details through internal systems and attaching supporting documents. • Send clear and thorough correspondence to members explaining the claim adjudication process. • Provide empathetic and detail-oriented customer service, actively listening to member concerns. • Act as a subject matter expert on benefit coverage and product knowledge, assisting members with inquiries. • Maintain strict confidentiality and follow data security and authentication protocols when handling sensitive information. • Organize and prioritize tasks to meet established service standards and benchmarks. • Collaborate effectively in a fast-paced environment to ensure timely claim resolutions. • Ensure compliance with relevant policies, procedures, and regulations while managing member and payment information.
2026-05-12T00:00:00Z

Senior Tax Associate

West Palm Beach, FL
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
We are looking for an experienced Senior Tax Associate to join a small independent public accounting team in South Florida. This role is ideal for a CPA who is confident managing a broad range of compliance and client service responsibilities in a dynamic environment. The position offers the opportunity to contribute across tax preparation, financial reporting, and advisory support while working directly with individuals and businesses. Responsibilities:• Prepare and review tax filings for individuals, corporations, partnerships, and trusts, including required foreign account reporting forms.• Advise self-employed clients and business owners on practical tax planning strategies that support informed financial decisions.• Complete quarterly and annual payroll tax filings accurately and within established deadlines.• Oversee the timely preparation of recurring sales tax submissions on a monthly and quarterly basis.• Record adjusting journal entries and assist with the assembly of year-end financial statements for client accounts.• Support clients with QuickBooks-related needs, including account cleanup and improvement of financial report accuracy.• Serve as a point of contact with federal and state tax authorities to address notices, inquiries, and compliance matters.• Collaborate with clients and internal stakeholders to maintain organized records and ensure high-quality deliverables across engagements.
2026-05-15T00:00:00Z

Accounting Analyst

Fort Lauderdale, FL
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for an Accounting Analyst to join a dynamic accounting team in Fort Lauderdale, Florida. This role is suited for someone who enjoys working with numbers, embraces new technology, and wants to build expertise across both client accounting and tax-related work. You will contribute to a variety of financial tasks for multiple clients while partnering closely with colleagues and firm leadership in a detail-focused, growth-oriented environment. Responsibilities: • Manage day-to-day bookkeeping activities and complete full-cycle accounting work for a portfolio of client accounts. • Support the preparation of business and individual tax filings by organizing financial data and assisting with related documentation. • Produce monthly financial statements and deliver timely reporting packages to support client needs. • Review cash activity, monitor account balances, and perform detailed analyses to help maintain financial accuracy. • Reconcile bank and general ledger accounts while ensuring records remain complete, organized, and up to date. • Use QuickBooks Online and other digital accounting platforms to maintain client information and improve workflow efficiency. • Work closely with internal staff and leadership to coordinate deadlines and complete high-quality client deliverables. • Adapt to evolving tools, software, and AI-enabled processes as the firm continues to refine its service model.
2026-05-20T00:00:00Z