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11 results for Mutual Fund Accountant in West Palm Beach, FL

Family Office Accountant

West Palm Beach, FL
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Senior Accountant to support complex personal and family financial activities in West Palm Beach, Florida. This role blends accounting, reporting, cash oversight, and coordination with external advisors across investment, tax, estate, and real estate matters. The ideal candidate brings sound judgment, strong attention to detail, and the discretion needed to manage highly sensitive financial information in a fast-moving environment. Responsibilities: • Manage documentation and ongoing updates for financial arrangements, including lending, leasing, and investment-related agreements. • Maintain organized records for investment activity, insurance matters, tax documentation, and estate planning materials. • Prepare quarterly financial reporting packages and identify opportunities to improve clarity, accuracy, and presentation. • Support bill payment activities for family members while ensuring timely and accurate processing. • Coordinate the administration and tracking of charitable contributions and related records. • Partner with tax professionals and legal advisors on tax filings, gift tax matters, and estate planning initiatives. • Monitor liquidity, assist with cash planning, and develop short- and longer-term cash flow projections. • Oversee compliance documentation, liaise with outside investment managers, and support due diligence on prospective investments. • Coordinate financial aspects of real estate acquisitions and dispositions, including documentation and transaction follow-through. • Handle special analyses and ad hoc projects while safeguarding confidential financial information at all times.
2026-05-11T00:00:00Z

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

Senior Tax Accountant

Palm Beach Gardens, FL
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
We are looking for an accomplished Senior Tax Accountant to join a client-focused public accounting firm in Florida. This position offers the chance to work closely with firm leadership while supporting high-net-worth individuals, families, and privately held businesses with sophisticated tax needs. The role is well suited for someone who is detail oriented and enjoys building trusted client relationships, delivering thoughtful tax guidance, and growing into a leadership-oriented position with strong long-term potential. Responsibilities: • Prepare and examine complex tax filings for individuals, partnerships, corporations, and trusts to support accurate and timely compliance. • Guide tax planning strategies for high-net-worth clients and business owners by identifying practical approaches aligned with their financial goals. • Oversee engagement administration, including billing coordination, invoice management, and progress tracking across assigned client work. • Respond to tax authority correspondence, conduct technical tax research, and contribute to advisory assignments that require sound judgment and attention to detail. • Strengthen existing client relationships by recognizing additional service needs and introducing value-added solutions when appropriate. • Support new business efforts by participating in networking and client development activities that help expand the firm's presence. • Work directly with senior leadership on initiatives tied to firm growth, client service strategy, and long-term business development. • Build credibility with clients through regular communication, dependable follow-through, and a high standard of service.
2026-05-08T00:00:00Z

Staff Accountant

Boca Raton, FL
onsite
Temporary to Hire
34.2 - 39.6 USD / Hourly
We are looking for a Senior Staff Accountant to join a team in Florida. This position is well suited for an accounting specialist with several years of hands-on experience who can manage core accounting operations, support financial accuracy, and contribute to a collaborative work environment. The role offers the opportunity to work across month-end processes, reconciliations, reporting support, and day-to-day transactional accounting activities. Responsibilities:• Oversee recurring close activities on a monthly, quarterly, and annual basis to help ensure timely and accurate financial results.• Record and evaluate journal entries and accruals to maintain the integrity of the general ledger.• Prepare account reconciliations, including bank accounts and balance sheet schedules, and resolve discrepancies as needed.• Provide day-to-day support for both accounts payable and accounts receivable functions to keep transactions processed efficiently.• Coordinate customer billing and invoicing tasks while helping maintain accurate revenue-related records.• Help ensure accounting practices align with U.S. regulatory and reporting standards.• Contribute to financial reporting deliverables and perform additional analysis to support business needs and decision-making.• Partner with colleagues across departments to gather information, address accounting issues, and support shared objectives.
2026-06-03T00:00:00Z

Staff Accountant

Deerfield Beach, FL
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled and experienced Controller to oversee the accounting and financial operations of our service-based electrical contracting company located in Boca Raton, Florida. This position offers an opportunity to lead a dynamic accounting team, ensuring accurate financial reporting, compliance, and scalable processes to support organizational growth. The ideal candidate will bring expertise in financial leadership and a hands-on approach to managing operations in a project-based environment. Responsibilities:• Lead and manage all accounting functions, including general ledger, accounts payable, accounts receivable, payroll, and job costing.• Supervise and mentor a team of 5–6 accounting professionals, fostering their growth and development.• Oversee monthly, quarterly, and year-end financial close processes, ensuring timely and accurate reporting.• Prepare and analyze financial statements, providing insights on trends, variances, and risks to leadership.• Ensure proper tracking and reporting of job costs, including labor, materials, subcontractors, and overhead.• Collaborate with operations leaders to enhance cost controls and improve financial visibility across projects.• Develop and manage annual budgets and rolling forecasts, monitoring cash flow and working capital.• Ensure compliance with local, state, and federal regulations, coordinating audits and tax filings with external firms.• Optimize accounting systems and processes to increase efficiency and scalability.• Support system upgrades, integrations, and automation initiatives to streamline operations.
2026-05-06T00:00:00Z

Staff Accountant

Palm Beach Gardens, FL
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
We are looking for a dedicated Accountant to join our client's dynamic team in Palm Beach Gardens, Florida. In this role, you will oversee critical accounting functions, ensuring the accuracy of financial data and compliance with industry standards. Your expertise will support the organization’s financial operations. Our client is offering a competitive salary, benefits and bonus. Responsibilities: • Perform detailed bank reconciliations to maintain accuracy in financial records.• Oversee general ledger activities, including preparing and reviewing journal entries.• Handle month-end close procedures, ensuring all financial statements are completed and submitted on time.• Utilize accounting software such as NetSuite, Oracle, QuickBooks, or SAP to streamline financial processes.• Collaborate with internal teams to ensure compliance with accounting standards and company policies.• Analyze financial data to identify discrepancies and recommend corrective actions.• Provide support for audits and regulatory reporting requirements.• Ensure proper documentation and organization of financial records for easy retrieval and review.• Assist in budgeting and forecasting activities to support business decision-making. Please call Julie Kirvin or connect on Linked IN.
2026-05-11T00:00:00Z

Staff Accountant

West Palm Beach, FL
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for a Staff Accountant to join our team in West Palm Beach, Florida for a fully on-site contract opportunity with potential for a long-term role. This position will support project-based accounting operations during a leave coverage period, with the potential to transition into an ongoing role. The ideal candidate will bring strong accounting fundamentals, confidence handling project financials, and the ability to manage day-to-day transactions with accuracy and independence. Responsibilities: • Oversee financial activity tied to assigned projects, including monitoring costs, reviewing billing details, and following up on payment status. • Create and process invoices, vendor payments, receivable entries, and other accounting documents to keep records current and accurate. • Reconcile bank activity, credit card transactions, and ledger balances while researching and correcting discrepancies when needed. • Support payroll-related tasks and review employee time entries to ensure labor is properly recorded against project work. • Prepare recurring financial reports, year-end analyses, accruals, and prepayment entries for the finance team and leadership review. • Partner with project managers on pre-bill reviews, budget tracking, monthly financial discussions, and profitability reporting. • Maintain project accounting records such as contracts, change orders, purchase orders, and closeout documentation upon project completion. • Assist with audit preparation, daily cash receipt posting, deposit verification, and responses to client requests for billing detail. • Contribute to budgeting, forecasting, and expense monitoring to help ensure project and office spending aligns with financial plans.
2026-06-04T00:00:00Z

Sr. Accountant

West Palm Beach, FL
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
Our client is looking for an experienced Senior Accountant to join them at their corporate office in West Palm Beach, Florida. This role is ideal for an accounting specialist who can manage multiple priorities, maintain strong organization, and work independently within a structured reporting cycle. The position plays a key part in financial reporting, account analysis, and month-end activities while also providing guidance and review support to other accounting team members. It offers the opportunity to contribute to core accounting operations and grow within a dynamic finance environment. Responsibilities:• Maintain the general ledger by recording, reviewing, and validating accounting activity to support accurate monthly reporting.• Prepare and analyze monthly financial statements, including unit-level results, to support consolidated reporting and management review.• Complete month-end close activities by posting journal entries, recording accruals, and closing subledgers and related reports on schedule.• Review accounts payable activity, bank reconciliations, and work prepared by staff accountants to ensure accuracy and completeness.• Reconcile intercompany transactions, account transfers, and balance sheet accounts, investigating and resolving discrepancies as needed.• Support tax-related reporting by reviewing weekly, monthly, and quarterly state and local filings for accuracy and timeliness.• Compile audit schedules and assist with annual audit requests, including reviewing supporting documentation prepared by team members.• Contribute to the budgeting process by helping assemble annual financial projections and related supporting analyses.
2026-06-01T00:00:00Z

Sr. Accountant

Fort Lauderdale, FL
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
We are looking for an experienced Sr. Accountant to join a growing organization in Broward County. This position blends core accounting responsibilities with a strong focus on commission-related financial activity, making it ideal for someone who can connect payout accuracy with broader business performance. The person in this role will contribute to financial reporting, strengthen day-to-day processes, and provide guidance within a collaborative accounting team. Responsibilities:• Oversee commission accounting activities for agent and contractor payments, including advances, recoveries, adjustments, and related reconciliations.• Verify commission transactions to ensure payouts are calculated correctly, processed on schedule, and supported by accurate documentation.• Evaluate profitability across products by reviewing commission expense, operating costs, and overall impact on financial results.• Create and maintain recurring reports that track commissions, expense patterns, product performance, and key financial trends.• Contribute to monthly close activities by preparing journal entries, reconciling accounts, and supporting the accuracy of financial statements.• Work closely with operations and company leadership to enhance reporting methods, forecasting visibility, and commission-related workflows.• Review accounting output prepared by less experienced team members and help maintain a high standard of accuracy and consistency.• Identify and implement improvements that strengthen reporting structures, streamline processes, and improve the quality of financial data.• Assist with 1099 tracking and supporting documentation to help ensure complete and organized records.
2026-05-14T00:00:00Z

Sr. Accountant

Sunrise, FL
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
An established and growing commercial property management company seeking an experienced Accountant or Manager to lead and manage all accounting functions for our organization. This is a hands-on leadership role ideal for someone with strong commercial real estate accounting experience who thrives in a fast-paced, entrepreneurial environment. Experience with Yardi or Yardi Breeze is required. Responsibilities:<ul><li>Oversee all day-to-day accounting operations for the company</li><li>Manage general ledger, financial reporting, and monthly close process</li><li>Handle bank reconciliations, cash management, and budgeting</li><li>Manage accounts payable processes</li><li>Prepare and review CAM reconciliations and tenant billings</li><li>Coordinate with property management teams on financial performance and reporting</li><li>Assist with annual budgets, forecasting, and variance analysis</li><li>Work with external CPAs on tax preparation and audits</li><li>Ensure compliance with accounting standards and internal controls</li><li>Maintain and improve accounting processes and procedures</li></ul> Requirements:<ul><li>Strong commercial property accounting experience required</li><li>5+ years of progressive accounting experience, preferably in commercial real estate or property management</li><li>Experience managing full-cycle accounting operations</li><li>Advanced experience with Yardi required; Yardi Breeze preferred</li><li>Strong understanding of financial reporting and property management accounting</li><li>Bachelor’s degree in Accounting or Finance preferred</li><li>Highly organized, detail-oriented, and able to work independently</li></ul> Compensation & Benefits:<ul><li>Competitive salary based on experience</li><li>100% employer-paid healthcare coverage for employees</li><li>Paid time off and holidays</li><li>Collaborative and professional work environment</li></ul> If you are an experienced accounting professional with a strong commercial real estate background and deep Yardi experience, we’d love to hear from you.
2026-05-27T00:00:00Z

Sr. Accountant

Palm Beach Gardens, FL
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for an experienced Sr. Accountant to support core accounting operations for an organization in Palm Beach Gardens, Florida. This role will play a key part in maintaining accurate financial records, overseeing close activities, and ensuring account balances are properly reviewed and documented. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment. Responsibilities:• Lead monthly closing activities by preparing schedules, reviewing financial data, and helping ensure timely completion of all required accounting tasks.• Maintain the general ledger by recording, reviewing, and validating financial transactions for accuracy and completeness.• Prepare and post journal entries with appropriate supporting documentation in accordance with accounting policies and reporting deadlines.• Perform detailed reconciliations for balance sheet and other assigned accounts, researching discrepancies and resolving issues promptly.• Complete bank reconciliations on a recurring basis to confirm cash activity and investigate outstanding items.• Analyze account activity and financial results to identify variances, inconsistencies, and areas requiring correction or follow-up.• Partner with internal stakeholders to gather supporting information, improve reporting accuracy, and maintain organized accounting records. Please call Julie Kirvin - 561-232-2142 or connect with me on Linked In
2026-05-11T00:00:00Z