Accounting Services Professional – Family Office Services
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Palm Beach Gardens • Florida • United States
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About the role
- May prepare corporate tax returns, client billing, engagement letters and contracts
- May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
- Collect and enter/download data from clients and review for accuracy
- File and retrieve documents, records, and reports
- Prepare engagement letters and other correspondence with clients
- Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
- Operates accounting and/or tax software to record, store and analyze data
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
corporate tax returnsbookkeepingaccounting dutiesdata entrybank reconciliationsgeneral ledger codingquality assurancetax software
Soft Skills
teamworkindependencecommunication
Certifications
High School DiplomaGED