Job Results
Financial Services
Posted 4 weeks
Financial Professional
Jacksonville, FL
Financial Services Professional (Remote) *Job Type:* Full-Time or Part-Time *Location:* Remote *Compensation:* Performance-based compensation; estimated annual earnings range from $55,000–$110,000 depending on production and experience. Job Summary We are seeking motivated and professional individuals interested in developing a career in the financial services industry. This remote opportunity involves working with individuals and families to provide financial education and support related to protection strategies, retirement preparation, and long-term financial planning. No prior financial services experience is required. Training, mentorship, and ongoing professional development are provided. Responsibilities * Conduct virtual meetings with prospective and existing clients * Educate clients on basic financial concepts and available financial strategies * Maintain consistent client communication and follow-up * Use digital tools for scheduling, client support, and documentation * Participate in training sessions, mentorship programs, and team meetings * Develop leadership and business development skills over time Qualifications * Strong communication and interpersonal skills * Willingness to learn and accept coaching * Self-motivated with strong organizational skills * Professional demeanor and dependable work habits * Ability to work independently in a remote environment * Interest in long-term career growth within financial services Compensation * Performance-based compensation structure * Estimated earnings potential of $55,000–$110,000 annually based on individual performance * Opportunities for advancement and increased responsibility * Ongoing mentorship and professional development support Schedule * Flexible scheduling options available * Remote position * Part-time and full-time opportunities * Typical weekly commitment ranges from 20–40 hours Benefits * Flexible work schedule * Remote work opportunity * Professional development assistance * Mentorship and training programs * Leadership development opportunities Additional Information Qualified applicants may be contacted for a brief introductory interview to discuss the position, compensation structure, licensing requirements (if applicable), and overall mutual fit. Pay: $50,000.00 - $100,000.00 per year Benefits: * Flexible schedule Application Question(s): * Are you open to completing any required licensing with guidance provided? * Are you comfortable in a performance-based environment? * Are you available for a brief introductory call within the next 48 hours? Work Location: Remote
Posted 4 weeks
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32259
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 4 weeks
Tax Senior – Partner Tax Matters
Deloitte - Jacksonville, FL 32202
Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Senior Accountant role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities. Recruiting for this role ends on June 27th 2026. Work you'll do As a Tax Senior Accountant, Partner Tax Matters you will be responsible for reviewing targeted income calculations and other partner-level income allocations, reviewing the allocation of state law adjustments, and reviewing federal and state partnership K-1s. You will also review the calculations of composite and withholding taxes and assist with producing and distributing the annual K-1 packages. You will also onboard, manage and retain our staff, and assist with transforming our people, processes, and technology. Produce and distribute annual partner Forms K-1 packages, including allocations of income, deductions, and separately stated items to US Firms partners. Prepare allocations of items for 199A, 163(j), and Form K-3 reporting. Assist in the preparation of federal, state, and local income tax returns, including composite nonresident income tax returns, withholding tax returns, and certain partner-related information. Coordinate on federal withholding information returns. Prepare and review selected general ledger accounts monthly for appropriateness of certain withholding accruals. Prepare and track tax capital for the partners. Assist with workflow management and supervising tax consultants on assigned engagements. Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations. Assist with partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings. Perform tax research as necessary regarding federal and state tax issues affecting the US Firms or our partners. Assist with implementation of any federal or state or local tax-related legislation. Make recommendations on business and process improvements related to US Firms tax matters. The successful candidate will posses these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment The Team The Partner Tax Matters team is responsible for allocating federal and state taxable incomes to our partners, and for producing and distributing the annual Forms K-1 packages to all active and retired US Firms partners. The Partner Tax Matters team also calculates the various required withholding tax amounts. The Partner Tax Matters team leads strategic planning projects, such as projections of various taxable income scenarios and PET analysis. Finally, the Partner Tax Matters team also responds to partner inquiries of the items reported to them on their Forms K-1. Qualifications Required: Bachelor's degree in Accounting/Taxation. Eligible for CPA, Enrolled Agent, or other relevant certification. Minimum of 3 years of relevant experience in a professional services firm. Strong knowledge of federal and state partnership tax compliance, including partner-level income allocations, tax research, and tax planning. Prior experience supervising tax professionals on a project or engagement basis. Tax forecasting / planning experience. Proficient in Excel. Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $181,900. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. This position is aligned with the Core Talent Model. To view the associated benefit package, please reference this document USBenefitsJourneyCDandETAM
Posted 4 weeks
A/R Accounting Consultant
Interactive Resources - Jacksonville, FL
Location: Jacksonville, Florida Type: Contract Job #11606 Salary: $25 Location Type: On-Site About the Role We are seeking a detail-oriented Accounts Receivable Specialist for a six-month contract supporting a growing finance team. The primary focus of this role is keeping two business systems in sync — ensuring billing and AR data flows accurately between a CRM platform and an ERP system. The ideal candidate is process-driven, comfortable working from documented procedures, and able to quickly understand how data maps between systems. Prior experience with the specific platforms is helpful but not required. What You’ll Do Reconcile and keep two systems in sync, ensuring billing and AR line items are accurately reflected in both the CRM and ERP. Work through and clear an existing billing/AR queue, identifying and resolving discrepancies between systems. Follow documented standard operating procedures (SOPs) for data mapping and entry, maintaining a high level of accuracy. Prepare and post cash receipts and record AR transactions to the appropriate customer accounts. Review and resolve unapplied cash, open credits, and reconciling items on assigned accounts. Create invoices, follow up on unpaid or unfunded items, and perform routine collections on past-due accounts. Prepare account statements and reconciliations; escalate aged or delinquent accounts as needed. Communicate with internal teams and customers via email and phone in a professional, solutions-oriented manner. Support special projects and other duties as assigned by Finance leadership. What We’re Looking For 2+ years of Accounting, Finance, or AR/billing experience. Strong aptitude for understanding how business systems work and how data maps between them. Ability to follow an SOP precisely and work independently with attention to detail. Experience with ERP and/or CRM systems is a plus; experience with Microsoft Dynamics 365 or Salesforce is preferred but not required. Proficiency in Microsoft Excel. Excellent communication skills and the ability to explain data clearly to non-technical stakeholders. Comfortable managing multiple priorities with speed and accuracy in a deadline-driven environment. Education Associate’s degree required; Bachelor’s degree in Accounting or Business preferred. Work Environment This is a hybrid role based out of Jacksonville, FL, with one mandatory onsite day per week and flexibility to add additional onsite days as needed. Remote candidates will be considered. When working remotely, you will need: Reliable, secure home internet (no public WiFi) for the duration of working hours. A quiet, private, secure workspace with room for a laptop, monitors, keyboard, and mouse.
Posted 4 weeks
Project Accountant
PRIME AE Group, Inc. - Jacksonville, FL 32224
We Make Everything Around Us Better At PRIME AE, that’s not a slogan, it’s how we work. Every bridge, building, campus, park, and roadway we design exists to improve how people live, move, learn, and connect. Through architecture, engineering, planning, and consulting, we partner with clients to create thoughtful, practical solutions that leave communities stronger than we found them. If you want your work to matter, and to be surrounded by smart, collaborative people who care about doing things the right way, you’ll feel at home here. Who We Are: PRIME AE Group, Inc. (www.primeeng.com) is a nationally ranked, full-service architecture and engineering firm driven by collaboration, innovation, and a commitment to strengthening the communities we serve. With a growing footprint of offices across the country and a diverse team of more than 550 professionals, we partner with public and private sector clients to deliver thoughtful, high-impact solutions across transportation, education, healthcare, municipal, federal, commercial, and recreational markets. Our culture blends entrepreneurial energy with the resources of a scaled, multidisciplinary platform—giving our people the opportunity to shape meaningful projects while influencing the future direction of the firm. As PRIME AE continues to expand its capabilities, geographic reach, and leadership bench, this is an exciting time to join a team that is building momentum, investing in growth, and empowering leaders to make a lasting impact. The Opportunity: We are currently seeking an experienced Project Accountant for our Jacksonville, FL office. This will be onsite initially, with hybrid flexibility after onboarding and training. This role goes beyond traditional billing functions and plays a key part in supporting project financial performance, operational efficiency, and overall project profitability. The ideal candidate brings strong project accounting experience, analytical skills, and the ability to partner closely with operations and project management teams throughout the full project lifecycle. What You’ll Do: In this role, you will support all aspects of project financial management, from project setup and invoicing through forecasting, collections, reporting, and project closeout. You will work closely with Project Managers, operational leaders, and the Finance team to provide financial insight, maintain accurate project reporting, and support strategic decision-making. This position offers the opportunity to contribute to process improvements, operational efficiencies, and the continued development of project accounting best practices within a collaborative and fast-paced environment. Key Responsibilities: Support and participate in monthly project financial performance review meetings. Review and analyze project financial data and provide recommendations to improve project performance and profitability. Prepare scheduled and ad hoc financial reports for operational and project leadership teams. Partner with Project Managers throughout the full lifecycle of project financial management, including project setup, invoicing, collections, forecasting, and closeout. Oversee monthly invoicing activities to ensure accuracy, timeliness, and compliance with contract requirements. Serve as a primary point of contact for operations staff regarding project financial matters and accounting support. Track subcontractor expenses and ensure proper allocation of charges and timely payment processing. Monitor and manage unbilled and deferred revenue accounts, including reconciliations and reporting activities. Lead or support project accounting training sessions for operations and project teams. Support internal, external, client, and bank audits by providing accurate and timely financial documentation. Collaborate with the Finance team to support accurate and timely month-end close activities. Ensure compliance with contracts, internal controls, GAAP standards, and company policies. Contribute to process improvements, accounting procedure development, and system enhancement initiatives. What You’ll Bring: Bachelor’s degree in Accounting, Finance, or related discipline required. Minimum 2–4 years of project accounting experience required; AEC/A&E industry experience preferred. Strong financial analysis, reporting, reconciliation, and problem-solving skills. Experience supporting project financial management throughout the full project lifecycle. Prior experience with Deltek Vision or Deltek Vantagepoint strongly preferred. Proficiency in Microsoft Office Suite, particularly Excel. Strong organizational, communication, and interpersonal skills. Ability to manage multiple priorities and work effectively in a fast-paced, deadline-driven environment. Ability to collaborate effectively across Finance, Operations, and Project Management teams. Why PRIME AE: We don’t just fill positions; we invest in people. At PRIME AE, you’ll find a supportive, flexible environment where careers are built intentionally, not accidentally. You’ll work on projects that improve everyday life, alongside colleagues who challenge and respect one another. What sets us apart: Career Growth: Flexible career paths across disciplines, from technical expertise to project and people leadership. People-First Culture: We value trust, integrity, and collaboration, and we mean it. Meaningful Work: Projects that strengthen communities, infrastructure, and public spaces. Growth with Purpose: Strategic expansion backed by strong leadership and investment. National Reach, Local Feel: Big-firm resources with the agility and relationships of local offices. Our Commitment: PRIME AE Group is committed to creating an inclusive environment where differences are respected, voices are heard, and everyone has the opportunity to succeed. #LI-HYBRID
Posted 4 weeks
ACCOUNTANT / Office Assistant
Ashco Inc. - Jacksonville, FL 32256
*Full job description* We have several ongoing projects in high growth Florida markets and will continue to expand our footprint in the coming months. We are looking for an experienced and energetic Accountant with great work-ethic to be part of a dynamic team that will help support our growth, as well as assist with the day to day office projects . The successful candidate will have a strong understanding of accounting principles and be able to work independently as well as part of a team. Florida Nova LLC promotes the advancement of career-oriented staff members with additional responsibilities and growth within the organization. *Responsibilities:* * The Accountantposition is primarily responsible for certain day-to-day accounting functions and for the preparation of monthly financial packages for a portfolio of properties. * Records and ensures that all expenses, receipts, owner’s distributions, and other transactions for the accounting period have been accurately posted. Perform routine accounting functions/create and reconcile accounting entries while resolving discrepancies. * Excellent attention to detail with a high degree of accuracy. * Generate and review financial packages for accuracy and comprehensive reporting. * Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports. * Research open accounting issues and recognize potential issues and/or conflicts so corrective action can intercept and minimize issues. * Cash management activities including bank reconciliations and determining owner distributions. * Assist with day to day office projects. * Other accounting-related tasks as assigned. *Qualifications:* * Bachelor’s degree with an emphasis in accounting (preferred) or finance is required. * Minimum of 5 years’ experience in accounting, preferably in property management or real estate * Excellent written and verbal communication skills * Proficiency in Microsoft applications with a focus on Excel * Strong organizational and analytical skills * Effective time management skills and ability to meet monthly reporting deadlines. * Well-developed understanding of accounting principles and systems * Ability to work in a team environment and interact well with company staff, third parties, and clients. * Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time We specialize in commercial (office, retail, industrial, medical) and residential property management across Florida, and commercial real estate for lease. *We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level.* Job Type: Full-time Pay: $49,934.84 - $85,136.57 per year Benefits: * Paid time off Experience: * Accounting: 5 years (Required) License/Certification: * Certified Management Accountant (Preferred) Work Location: In person
Posted 4 weeks
Staff Accountant
Hall Financial Corporation - Jacksonville, FL 32216
*Overview* We are seeking a staff accountant to join our team. The ideal candidate will have a experience in background in financial accounting, taxation, payroll knowledge a plus, and good communication skills. *Responsibilities* * Prepare corporate & individual income tax returns * Bookkeeping for small businesses * Financial analysis and reporting * Quarterly and annual payroll tax returns * Good understanding of accounting and tax software *Qualifications* * Prior Corporate and Individual Tax Preparation experience - MUST * Prior Experience with Business Accounting – MUST * Proficiency in QuickBooks or similar accounting software - MUST * Ability to work with a high level of accuracy and attention to detail * Excellent communication and interpersonal skills *Benefits* * Health insurance * Retirement benefits Join our team as a staff accountant to contribute to our financial success and grow your career in accounting. Job Type: Full-time Pay: $60,000.00 - $65,000.00 per year Work Location: In person
Posted 4 weeks
State and Local Tax Senior Manager – Indirect Tax
Baker Tilly Canada - Jacksonville, FL 32207
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Baker Tilly , one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager- consulting focus to join our growing State & Local Tax (SALT) practice! Candidate ideally has income franchise and sales/ues tax experience and if not, then income tax consulting experience is a must. Located near one of our Baker Tilly offices highly preferred. Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow. You will enjoy this role if: You would like to work directly with CFO’s, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges. You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales/income tax nexus and compliance, research projects, ruling requests, process review, reverse audits, and credits & incentives. Your work will be compliance and consulting focused. You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration. You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow. What you’ll do: Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax compliance and consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes: Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value Manage a group of staff and seniors on compliance engagements to ensure developmental skills assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Qualifications Bachelor’s degree in Accounting, Finance or other related field required; Masters or advanced degree preferred CPA, CMI or JD/ LLM required Five (5) + year(s) experience in state and local tax, professional services firm experience preferred 2+ year(s) of supervisory experience, mentoring and counseling associates desired Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $134,530 to $255,070 In California: pay rate range is $180,100 to $255,070
Posted 4 weeks
Property Accounting Manager
Regency Centers - Jacksonville, FL 32202
About this Opportunity: At Regency Centers, our people are our greatest asset, and we believe that our highly skilled and talented team makes us better. We are seeking a Property Accounting Manager to join our corporate office located in Jacksonville, FL. This is a hybrid opportunity with approximately 3 days in the office and 2 days working remotely after the training period. This person will oversee the daily activities of Property Accountants, ensuring accurate and timely completion of tasks such as tenant escrow reconciliations and expense participation budgets. The role includes reviewing period-end activities, collaborating with the GL property accounting team to explain reconciliations to Property Management & Leasing Teams, and supporting ad hoc requests from Property Controllers, auditors, and other internal customers. What You’ll Be Doing: • Supervise, mentor, and develop a team of Recovery Accountants, typically one to two people, at various levels, including conducting performance reviews, setting goals, and supporting career development and managing team workload and ensure timely completion of recovery reconciliations and projects, including tenant budgeting. Monitor KPIs and recovery performance metrics to drive continuous improvement. • Review period-end activities for assigned portfolio of 80-120 Commercial Retail Properties. Technical oversight typically includes review and approval of complex CAM, INS, and TAX recovery calculations and reconciliations, ensuring compliance with lease terms, accounting standards, and company policies and serving as the escalation point for lease interpretation issues as they apply to property recovery strategy and setup. • Partner with General Ledger accounting, property management, lease administration, legal, and finance teams to align recovery practices with business goals. Lead initiatives to standardize and optimize recovery processes across the portfolio. Support acquisitions, dispositions, and transitions with recovery-related due diligence. • Oversee the preparation of recovery-related reports and support ad-hoc requests for internal stakeholders and external auditors. Ensure data integrity in accounting systems and implement internal controls. Are You Qualified? • At least 4 years of accounting experience • At least 1-2 years of management experience preferred • Advanced level proficiency with Microsoft Office Suite preferred • Intermediate level proficiency with JD Edwards (or related accounting software), preferred • Strong quantitative and analytical skills • Technical skills require to research accounting treatment for certain transactions • Advanced knowledge of Generally Accepted Accounting Principles (GAAP) and related concepts Ability to review legal contracts (leases) to ensure financial impacts are recorded in accordance with GAAP. * Regency Centers will not sponsor employment-based immigration petitions or applications for this position, including but not limited to H-1B, TN visa, or permanent residency. Personal Traits We Value: • Highly trustworthy and able to handle confidential and sensitive information appropriately • Strong capacity to adapt quickly in a complex learning situation • Comfortable processing numerical data to reach conclusions or understand references; ability to quickly determine mathematical solutions to problems • High energy level with a positive, upbeat attitude and the ability to multi-task • Equal comfort in leading a team and being a part of a team with a structured environment • Capable of making objective decisions, occasionally relying on intuition when necessary • High level of integrity and ethics • Communicates effectively in a variety of settings, both verbal and written A Little Bit About Us: We own and operate premier shopping centers in suburban neighborhoods in the top cities and markets across the country. We live by a strong set of values, which have guided us for more than 60 years. Our centers thrive with highly productive grocers, restaurants, service providers, and terrific retailers that connect to their communities and customers. We are also active developers of new shopping centers that feature great merchandising, placemaking, and customer engagement as part of our Fresh Look™ program. We are a vertically integrated real estate company and a qualified real estate investment trust (REIT) that is self-administered, self-managed, and an S&P 500 Index member. Learn more about us at RegencyCenters.com. Benefits: Our compensation and benefits package is very competitive and includes the following benefits and more. For additional information visit www.regencycenters.com/careers. Work/Life Balance • 23+ PTO days annually • 11 paid holidays (in addition to PTO) • Paid leave programs (parental, compassion, bereavement, jury duty, and military) • Health Advocacy + Employee Assistance Program (EAP) Hybrid Work Schedule • Modified in-office hours • Dedicated remote work days Financial Security • 401(k) with a generous company match plus corporate profit sharing • Anniversary stock grant awards • Health Savings Account (HSA), Health Care FSA, and Dependent Care FSA • 100% company paid Life Insurance/AD&D and Disability Insurance • Voluntary benefits (supplemental life/AD&D, critical illness, accident, hospital indemnity, and identity theft) • Student loan repayment resources Health and Wellness • Medical, Dental and Vision Insurance • Award winning and incentives-based wellbeing program through Personify Health • Family planning, mental health, and pain management programs Community Focused • 52 hours per year of paid Volunteer Time Off • Company gift matching Growth and Development • Tuition reimbursement • Continued education opportunities • LinkedIn Learning premium subscription • Professional membership support • Employee Resource Groups #LI-AH1 *Regency Centers is an equal opportunity employer. Qualified applicants will receive consideration without regard to age, race, color, religion, sex, gender identity, sexual orientation, disability, national origin, or protected veteran status. Applicants are encouraged to confidentially self-identify as to disability and/or protected veteran status when applying. Employment is contingent upon successful completion of background investigation. Regency Centers is a smoke-free and drug-free workplace. Pre-employment drug screening is required. No recruiters or agencies without a previously signed contract. Only candidates whose profiles closely match requirements will be contacted during this search.
Posted 4 weeks
Director of Accounting – Loans, Investments and Derivatives
Seacoast Bank - Jacksonville, FL
JOB SUMMARY: The Investment Accounting Senior Director is responsible for accurate accounting, valuation, financial reporting, and regulatory treatment of the company investment portfolio and derivative instruments. This role ensures compliance with U.S. GAAP (including ASC 320, 321, 815, 820, and 825), regulatory reporting requirements, and internal control standards, and serves as a key liaison with Treasury, FP&A, and External Auditors. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Loan Accounting Monitor and evaluate lending portfolios related to balances, yields and nuances related to accounting Partner with credit risk and lending leadership on performance of portfolio and aid in understanding of pricing, spreads, risk-adjusted returns Analyze loan growth, spreads, funding costs Support stress testing, CECL modeling and capital planning exercises Account for and evaluate loan sale strategies as well as oversee the accounting related to mortgage banking including hedging activity and application of fair value measurements as necessary Investments Accounting Oversee accounting and financial reporting for the investment portfolio, including, Available‑for‑Sale (AFS) and Held‑to‑Maturity (HTM) securities, mutual funds, and other alternative investments, as applicable. Ensure proper application of accounting guidance including ASC 320, ASC 321, ASC 326, and ASC 820. Review and approve monthly investment accounting entries, reconciliations, and roll forwards. Partner with Treasury and FP&A to ensure accurate accounting and planning for purchases, sales, calls, maturities, transfers, and restructurings of securities, as applicable. Derivatives & Hedge Accounting Manage accounting and reporting for derivative instruments, including derivatives at the corporate and customer level. Ensure proper application of accounting guidance include ASC 815 through documentation of hedge designation, hedge effectiveness, recording month end activity and financial disclosure. Review derivative fair value calculations, journal entries, OCI impacts, and earnings recognition. Coordinate valuation inputs with third‑party pricing vendors and internal risk teams. Coordinate with front line and operations to ensure accurate reporting and settlement of customer-related derivative activities. Financial Reporting & Disclosures Prepare and review quarterly and annual financial statement disclosures related to: Loans Held for Investment, Loans Held for Sale, Mortgage Banking Investments and fair value measurements Derivatives, hedging activities, and accumulated other comprehensive income (AOCI) Support preparation of SEC, regulatory, or Call Report schedules related to investments and derivatives, if applicable. Assist in technical accounting analysis for new investment products, hedging strategies, and balance sheet optimization initiatives. Present analysis of material transactions to key stakeholders including senior leadership and provide relevant interpretation and recommendations as needed. Controls, Governance & Audit Maintain an effective SOX controls environment over responsible areas. Function as primary point of contact for internal and external auditors for all investments and derivatives matters. Maintain accounting policies and procedures related to investments and derivatives, including updates for new accounting standards Data management Oversee financial systems, data quality, and data accessibility to ensure the accuracy and timeliness of financial reporting related to areas under direct control. Implement and monitor processes to manage and streamline activities. Process efficiency and strategic solutions: Work to continually enhance internal controls, maintain updated documentation of current departmental policies and procedures. Lead change initiatives, operational effectiveness reviews, and process improvements. Develop and implement changes to the accounting processes leveraging the Company’s technology-based tools with a focus on enhancing efficiency and accuracy. Facilitate the resolution of issues and concerns that create barriers to a high-performing team and work environment. Leadership and people development: Develop and manage a performance-oriented accounting organization, capable of actively and effectively engaging in and growing with the business. Champion and build a culture of control and accountability. Mentor and manage to facilitate associate engagement and professional development. Continually strive to develop talent within and recruit talent to the accounting organization to promote associate retention and meet current and future business needs. Adheres to Seacoast Bank’s code of conduct. EDUCATION AND/OR EXPERIENCE: Bachelor’s or master’s degree in accounting or related field required. Minimum of (10) years’ experience in public accounting (audit background within financial services) or accounting within a large public corporation or bank required. Minimum of five (5) years’ experience leading a high performing team. Licensed CPA preferred Previous banking/financial services experience, with strong knowledge of banking products and services and accounting and presentation issues relevant to the industry preferred. Mastery of GAAP accounting concepts and current accounting and financial reporting practices. Strong verbal and written communication skills. Demonstrates sound professional judgment using analytical and problem solving skills. Process improvement oriented with the ability to balance multiple projects. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.