Job Results

Financial Services

Posted 2 weeks

Human Resources Administrative Support

Trego/Dugan Aviation - Jacksonville, FL 32218

The HR Admin role provides administrative and secretarial support to the HR department. In addition to typing, filing, and scheduling, the HR Admin performs duties such as timekeeping, payroll assistance, coordination of meetings and conferences, obtaining supplies, coordinating direct mailings, and working on special projects. Also, answers non-routine correspondence and assembles highly confidential and sensitive information. Deals with a diverse group of important external callers and visitors as well as internal contacts at all levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload and to recommend changes in office practices or procedures. Shifts: Sunday - Monday 1 pm - 9 pm & Tuesday - Wednesday 11 pm - 7 am (Thursday - Saturday - off) ESSENTIAL DUTIES AND RESPONSIBILITIES: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assists with routine maintenance and auditing employee personnel files, records, and documentation to ensure accuracy and up-to-date. Assists or answers frequently asked questions from applicants and employees relative to standard policies, benefits, hiring processes, etc.; refers more complex questions to appropriate HR personnel. Conducts or assists with hiring events and new hire orientation. Schedules and organizes complex activities such as meetings, travel, conferences, and gateway activities for all members of the gateway. Performs desktop publishing. Assists with creating and developing visual presentations for the gateway or HR department. Establishes, develops, maintains, and updates the filing system for the HR department. Conducts daily ADP maintenance as required, including entering employees in the time clock and general troubleshooting to ensure time clocks are fully functional (becomes resident expert). - Performs daily audits of time clock punches and makes required corrections daily. Performs daily audits of scheduled hours vs actual hours worked. Updates employee attendance personnel files as required and provides local HR and Leadership with the appropriate follow-up to disciplinary action weekly Conducts wellness checks via phone call for employees on leave or with extended absenteeism. Handles confidential and non-routine information and explains policies when necessary. Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, at the request of the HR department, which may include planning and coordinating multiple presentations, disseminating information, coordinating direct mailings, and creating brochures. Assists with general correspondence, memos, charts, tables, graphs, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Other duties as assigned. COMPETENCY/BEHAVIORAL REQUIREMENTS: Adaptability Demonstrates flexibility in the face of change Projects a positive demeanor regardless of changes in working conditions Shows the ability to manage multiple conflicting priorities without loss of composure Organization Time Management: Determines the appropriate allocation of time Space Management: Effectively manages the workspace (i.e., keeps a clean and organized office, appropriately handles all paperwork, maintains control over the physical environment, etc.) Task Management: Balances conflicting priorities in order to manage workflow, ensure the completion of essential projects, and meet critical deadlines Proactive Demonstrates the ability to foresee problems and prevent them by taking action Utilizes analytical skills and a broad understanding of the business to effectively interpret and anticipate needs Communication Skills Listening skills: Understands that the most important aspect of communication is the act of listening and actively works to improve those skills Oral skills: Speaks with confidence using clear, concise sentences and is easily understood Written skills: Produces well-thought-out, professional correspondence free of grammatical and spelling errors Telephone/E-mail: Uses high-quality, professional oral and written skills (as described above) to project a positive image of the business PHYSICAL DEMANDS: This is a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand, as necessary. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. OTHER REQUIREMENTS AND QUALIFICATIONS: Education: High School Diploma or Equivalent. Experience: Two years of administrative experience. Knowledge: Strong working knowledge of PC computers, Word, Excel, and PowerPoint programs. Must pass a ten (10) year background check and pre-employment drug test Must have authorization to work in the U.S. as defined in the Immigration Act of 1986 Please note that this job description is not intended to cover or provide a comprehensive listing of the activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employee signature below constitutes employee's understanding of the requirements, essential functions, and duties of the position. Must have a Valid Driver's License Must have some Computer work experience

Posted 2 weeks

Accountant – Sales Tax – 100% Remote

LedgerGurus - Jacksonville, FL

REMOTE ECOMMERCE SALES TAX ACCOUNTANT LedgerGurus is looking to hire a full-time eCommerce sales tax accountant who lives anywhere in the state of Utah, Idaho, Wyoming, Florida, Kansas or Arizona! Do you love tax but hate the stress during tax season? Or are you an accountant who wants to learn something new and broaden your accounting knowledge? Do you want to further your career and make your resume way more attractive in the accounting arena? Working with eCommerce Sales Tax can give you the enjoyment of tax without the stress of the tax season. eCommerce sales tax is the way of the future! Make yourself an irreplaceable employee at any company by learning the art of sales tax! Don't know anything about eCommerce sales tax? We will train you to become a fantastic sales tax accountant! This full-time sales tax position at LedgerGurus earns a competitive wage of $43,000-52,000 a year. We provide excellent benefits, including health, dental and vision health benefits, flexible spending accounts (FSAs), a 401(k) with match, generous paid time off (PTO) with 9 paid holidays, a laptop and equipment. If this sounds like the right full-time opportunity for you, apply today! ABOUT LEDGERGURUS Founded in 2014, we are a remote, virtual outsourced accounting firm that specializes in eCommerce accounting. Small and medium-sized businesses hire us to become their accounting department or to work with their existing finance team. eCommerce is a new realm of accounting, and we are one of the few that are specializing in this area. We provide every client with an accounting team to perform the following: analyze data for a client's eCommerce and Inventory services, consultations, create financial statements, invoicing, bill payments, budgeting, bookkeeping, financial analysis and more. Employee satisfaction is a main focus in our business model. In fact, we have won the title of "Best Business to Work for in Utah" by Utah Business magazine several years in a row! We offer a great home/work-life balance, remote work and flexible scheduling. We are currently able to hire anywhere from Utah, Idaho, Wyoming, Kansas, Arizona and Florida. LedgerGurus is very employee-focused, which shows up in the training and the attention that we put into making sure everyone is happy with their position. It also shows up in perks like profit sharing, assigned mentors, and lots of internal growth potential for our employees. We strive to provide our team members with a supportive work environment and engaged management. QUALIFICATIONS FOR A REMOTE SALES TAX ACCOUNTANT 3+ years of professional experience Have a solid grasp on technology and learn how to navigate new programs easily Ability and confidence to troubleshoot independently Confident and strong written and verbal communication skills to correspond with other teams and clients Desire to learn eCommerce sales tax accounting A Bachelors degree in accounting or finance is preferred. Experience with QuickBooks or knowledge of state and federal sales tax laws and requirements will also be enticing. Experience with Sales Tax software (i.e. Avalara, TaxJar) is a major plus. A DAY IN THE LIFE OF A REMOTE SALES TAX ACCOUNTANT As a remote eCommerce accountant for LedgerGurus, you will be a valued member of our Sales Tax team. The main objective of this role is to help and own the responsibility of filings. You will prepare monthly, quarterly, and annual financial reporting as well as prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar. You will do state registrations and de-registrations and reconcile payments made on behalf of the client. You will proactively communicate with the client to help resolve their sales tax questions and concerns, as well as work with the assigned accounting manager. With your strong Excel and technology skills, you will be able to troubleshoot independently when problems arise. We want someone who loves to troubleshoot problems, dig in and manipulate data, and who understands how eCommerce accounting fits into the big picture of a client's financial statements. We know many don't come with this knowledge, so we will train you! With an assigned mentor and extremely supportive management, you will become a strong member of the sales tax team. You will be able to work virtually with others across the company as well as become an expert in eCommerce sales and use tax. This brings a unique set of skills that are not common in the accounting world and will make yourself a crucial part of the LedgerGurus team! WORK SCHEDULE This position offers full-time work at 40 hours a week. We offer flexible scheduling with 5 hours during normal business hours needed every weekday, and the freedom to dictate the additional time. Meaning you have the flexibility and freedom to dictate when other work can be completed. All of our employees work remote from home 100% of the time! ARE YOU READY TO JOIN OUR REMOTE ACCOUNTING TEAM? If you feel you would be right for this remote, full-time sales tax position and would like to work from home, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!

Posted 2 weeks

Property Tax Advisor — Florida (Contract)

Jerry.AI - Jacksonville, FL

Why We Exist Your car and your home are your most important assets, yet the experience of owning them is stuck in the 90s. Every part of the journey – insurance, repairs, financing, maintenance – is fragmented, complicated, and expensive. Jerry is building the first app to manage it all. We started with car insurance in 2019, became one of the top three brokers in the country, then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, scaled revenue 70X, and became profitable in early 2024. Why We're Hiring The next frontier is helping people with the cost of owning a home. Property tax appeals is one of the first offerings we're building – and the Florida appeals season is starting. This is a domain where being 90% right isn’t going to cut it. Florida's Value Adjustment Board process has a 25-day filing window, a partial-payment requirement that silently kills otherwise-valid petitions, and 67 counties that each run the process differently. Before a single homeowner's petition depends on what we build, we need someone who has lived inside that system to pressure-test it. This is a deliberately narrow engagement – a few hours a week from someone excellent. The work is advisory: reviewing what we build, flagging what won't survive contact with the VAB, and telling us when we're wrong before it costs a customer. Why You Will (Or Won't) Like Working Here Hourly, as-needed: This is an independent contractor engagement at roughly 5–10 hours per week with no fixed schedule. If this product starts to see traction, there is a path to a full-time permanent role if you’re interested. Early-stage product: You are advising on a new product. The customer flows, backend authorization flows, and filing logic is still being shaped. Your job is to help guide our design and help correct things before we push it to production. What You'll Own Regulatory grounding: Clarify how things like Chapter 194, F.S. and the DOR uniform rules (12D-9, 12D-10) operate in practice and not only how they read on paper. County-level reality: Walk us through how the Property Appraiser's offices and VABs actually differ across the volume counties: Miami-Dade, Broward, Palm Beach, Hillsborough, Orange, Duval, Pinellas, and Lee. Filing mechanics: TRIM notice timing, the 25-day window, DR-486 and its variants, e-filing versus paper, and the §194.014 partial-payment requirement – guide us through the process. Hearings and evidence: Help build a flow that actually wins in front of a special magistrate – comparable selection, the 15-day and 7-day evidence exchange windows, and condition-based arguments. Who You Are Built inside the VAB system: You can describe why Broward is different from Hillsborough without looking it up. Your knowledge was built through filings or arguing petitions, not advising on property tax from a distance. Volume-tested: You've worked across hundreds of parcels and seen enough edge cases that you recognize the pattern before it becomes a problem. Procedurally sharp: You know every step of the appeals process as if it was the back of your hand. What You'll Bring 5+ years of direct, hands-on Florida experience filing residential property tax appeals. Personal experience filing or arguing petitions before a Florida VAB, or adjudicating them as a special magistrate. No active conflict: not currently advising another company building consumer property tax appeal software. Florida-based strongly preferred, given county-level familiarity requirements. While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted. Please note: Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Unfortunately, we cannot accept applications from candidates residing elsewhere at this time. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [email protected] The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai Your car and your home are your most expensive assets. And for most people, these aren't just purchases, they're the physical embodiment of the life you've worked hard to build. Yet the experience of owning them is stuck in the 90s. Every step of the journey — buying, insuring, maintaining, repairing, selling — is fragmented, complicated, and expensive. Imagine having a trusted friend in your pocket who takes care of everything: they find you the right car or home at the right price, lock in the best insurance rate without you lifting a finger, remind you before that service appointment turns into an expensive repair or, worse, an accident, and help you sell at the best price when the time is right. That friend is Jerry. Jerry is building the first AI agent to manage all your physical assets. We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024. We're now expanding into home, motorcycle, RV, and beyond. We’re fully remote with offices in Palo Alto, New York, Chicago, and Toronto.

Posted 2 weeks

Property Tax Specialist — Florida

Jerry.AI - Jacksonville, FL

Why We Exist Your car and your home are your most important assets, yet the experience of owning them is stuck in the 90s. Every part of the journey – insurance, repairs, financing, maintenance – is fragmented, complicated, and expensive. Jerry is building the first app to manage it all. We started with car insurance in 2019, became one of the top three brokers in the country, then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, scaled revenue 70X, and became profitable in early 2024. Why We're Hiring The next frontier is helping people with the cost of owning a home. Property tax appeals is one of the first offerings we're building – and the Florida appeals season is starting. This is a domain where being 90% right isn’t going to cut it. Florida's Value Adjustment Board process has a 25-day filing window, a partial-payment requirement that silently kills otherwise-valid petitions, and 67 counties that each run the process differently. Before a single homeowner's petition depends on what we build, we need someone who has lived inside that system to pressure-test it. This is a deliberately narrow engagement – a few hours a week from someone excellent. The work is advisory: reviewing what we build, flagging what won't survive contact with the VAB, and telling us when we're wrong before it costs a customer. Why You Will (Or Won't) Like Working Here Hourly, as-needed: This is an independent contractor engagement at roughly 5–10 hours per week with no fixed schedule. If this product starts to see traction, there is a path to a full-time permanent role if you’re interested. Early-stage product: You are advising on a new product. The customer flows, backend authorization flows, and filing logic is still being shaped. Your job is to help guide our design and help correct things before we push it to production. What You'll Own Regulatory grounding: Clarify how things like Chapter 194, F.S. and the DOR uniform rules (12D-9, 12D-10) operate in practice and not only how they read on paper. County-level reality: Walk us through how the Property Appraiser's offices and VABs actually differ across the volume counties: Miami-Dade, Broward, Palm Beach, Hillsborough, Orange, Duval, Pinellas, and Lee. Filing mechanics: TRIM notice timing, the 25-day window, DR-486 and its variants, e-filing versus paper, and the §194.014 partial-payment requirement – guide us through the process. Hearings and evidence: Help build a flow that actually wins in front of a special magistrate – comparable selection, the 15-day and 7-day evidence exchange windows, and condition-based arguments. Who You Are Built inside the VAB system: You can describe why Broward is different from Hillsborough without looking it up. Your knowledge was built through filings or arguing petitions, not advising on property tax from a distance. Volume-tested: You've worked across hundreds of parcels and seen enough edge cases that you recognize the pattern before it becomes a problem. Procedurally sharp: You know every step of the appeals process as if it was the back of your hand. What You'll Bring 5+ years of direct, hands-on Florida experience filing residential property tax appeals. Personal experience filing or arguing petitions before a Florida VAB, or adjudicating them as a special magistrate. No active conflict: not currently advising another company building consumer property tax appeal software. Florida-based strongly preferred, given county-level familiarity requirements. While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted. Please note: Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Unfortunately, we cannot accept applications from candidates residing elsewhere at this time. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [email protected] The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai Your car and your home are your most expensive assets. And for most people, these aren't just purchases, they're the physical embodiment of the life you've worked hard to build. Yet the experience of owning them is stuck in the 90s. Every step of the journey — buying, insuring, maintaining, repairing, selling — is fragmented, complicated, and expensive. Imagine having a trusted friend in your pocket who takes care of everything: they find you the right car or home at the right price, lock in the best insurance rate without you lifting a finger, remind you before that service appointment turns into an expensive repair or, worse, an accident, and help you sell at the best price when the time is right. That friend is Jerry. Jerry is building the first AI agent to manage all your physical assets. We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024. We're now expanding into home, motorcycle, RV, and beyond. We’re fully remote with offices in Palo Alto, New York, Chicago, and Toronto.

Posted 2 weeks

PAYROLL TAX MANAGER

Palco - Jacksonville, FL 32210

PAYROLL TAX MANAGER - REMOTE We’re Palco. We provide the management, support, and systems behind self-directed programs—the services that help people hire, pay, and manage their own caregivers with confidence. With 25+ years of experience as a national provider operating in over 17 states, we keep people at the center of everything we do. Through innovative technology and decades of expertise, we help states and partners run stronger, more compliant, and efficient programs. Our mission is to challenge the status quo and build smarter, more human-centered solutions that put power back in people’s hands. Want to learn more about joining our team? Visit www.palcofirst.com to explore opportunities. The Payroll Tax Manager oversees the payroll tax function and leads the team responsible for daily accounting duties related to program operations. This role provides direction, supervision, and development for staff while ensuring accurate and timely filing of payroll taxes, compliance with federal and state regulations, and strong alignment with organizational objectives. The Manager also plays a key role in designing processes, driving continuous improvement, and supporting department-wide initiatives. Essential Functions: Supervise payroll tax specialist staff, including workload management, performance coaching, training, and quality oversight. Oversee monthly bookkeeping processes for payroll tax transactions, including reconciliation of general ledger accounts to outside sources such as billing records, tax reports, or bank statements. Guide staff in researching and interpreting state-specific employer and worker tax laws. Develop, implement, and maintain processes that ensure compliance with federal and state payroll tax laws and regulations. Oversee staff responsible for registering Palco with state and federal entities to establish individuals as employers and ensure the company is able to timely file tax and labor reports. Ensure tax accounts remain in good standing for all clients, addressing issues proactively and guiding staff through resolution. Direct the process for establishing individuals as employers of record with state and federal agencies, including monitoring agent appointment letters and tax identification number assignments. Lead research and procedure development for new state-driven processes related to tax reporting. Ensure accurate and timely filing of all tax deposits and reports, including SUTA, state income tax reports and reconciliations, IRS Forms 941 and 940, W‑2, W‑3, 1099, and 1096. Oversee the timely payment of liabilities, including taxes and garnishments. Review and supervise reconciliations of workers’ compensation policies and oversee preparation of information for annual insurance audits. Develop projections for budgetary estimates related to workers’ compensation and other tax-related expenses. Manage and support projects including audits, reviews, year-end closeouts, and tax report preparation. Produce accounting‑related reports as needed. Ensure documentation of relevant accounting procedures and maintain high standards of accuracy and compliance. Recommend and lead improvements to processes and workflows. Conduct and oversee periodic quality reviews of data and staff work. Maintain confidentiality of sensitive information. Education and Experience: Bachelor’s degree in a business-related discipline preferred; Accounting major strongly preferred. Minimum 3 years of experience in bookkeeping, accounting, payroll tax processing, or related field, including staff supervision or leadership responsibilities. Previous experience with the preparation and filing of Forms W-2, W-3, 1099, 1096, 941 and 940 is required. Knowledge and Skills: Strong working knowledge of payroll, payroll taxes, general ledgers, and accounting or bookkeeping principles. Proficiency with accounting software, Microsoft Excel, and general computer systems. Ability to apply critical thinking skills, interpret rules, analyze data, draw logical conclusions, and guide others in problem solving. Demonstrated leadership skills, including coaching, delegation, and promoting accountability. Strong communication skills—clear, timely, and effective both verbally and in writing. Self‑starter mindset with the ability to take ownership and drive process excellence. Join Us This position is remote/work-from-home role. Enjoy the convenience of working from home and maximize your time by unplugging at the end of your workday. Company benefits designed for you: Generous Paid time off. Annual bonus potential. Retirement Savings: We will support you as you save for your future. Career Growth Opportunities: We help you thrive, so together, we can grow. We provide opportunities to advance your career with a vast portfolio of businesses and a global footprint. Paid Training: Earn while you learn and continue to grow with access to internal and external learning opportunities. Great Work Environment: We are proud of our company culture of collaboration and the recognition we have received for our diversity efforts. Benefits package: Employer shared Health Insurance cost Employer paid Disability Insurance Employer paid Life and AD&D Insurance Vision Insurance Cancer Insurance Voluntary Life Insurance Paid Time Off Remote work environment Paid holidays When you join Palco, you are engaged in creating the future - both our company’s, the people we serve, and your own. We understand that our success is directly related to the success of our team. We strive to create a culture where you can: Bring your authentic self to work. Grow and thrive, both personally and professionally. Make a difference with our clients, in our communities, and with the millions of people we support. Experience work/life balance. Feel value and a greater purpose through the work you do. Palco, Inc. is an Equal Employment Opportunity (EEO) employer and does not discriminate in any employer/employee relations based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Posted 2 weeks

Front Desk Accounting Associate

Diversified Logistics Management - Fernandina Beach, FL 32034

Diversified Logistics is seeking an experienced Accounting Assistant to perform a wide variety of front office duties and assist our accounting department with everyday operations. Starts at $21.00/hr Key Tasks and Responsibilities Answers all calls through a multi-line phone system hub, manages phone traffic forwarding calls to appropriate persons and manages the flow of communication for all the executive and support staff, reports phone and technology outages to local providers and ensures effective telephone and mail communications both internally and externally Coordinates overall administrative activities for the office to include distribution of incoming mail and coordinates all outgoing mail, performs data entry into various databases, enters daily and weekly site deposits in QuickBooks, ensures all checks and revenues received in the mail are forwarded to the appropriate person for deposit, posts bills, per diem checks, expense reports, refund checks, and disputes discrepancies in accounts payable, prepares various and miscellaneous correspondence, assists with monthly/yearly bank statement reconciliations, generates both weekly & monthly dividend reports for all sites, performs payroll/benefit-related reconciliations to general ledger and other accounts, assists in the planning of events, meetings and conferences, makes photocopies, faxes documents and performs other clerical functions, files documents such as invoices, payments, time sheets from the sites, etc. and ensures documents are put into appropriate employee files, provides assistance to other departments such as Human Resources, Accounting, and Operations as needed Performs customer service functions by answering and resolving requests and inquiries from customers, employees and vendors Manages the front reception area in order to maintain professional image to the public Oversees the office areas, as well as layout, arrangement and housekeeping of office facilities Orders and negotiates the purchase of all office supplies, furniture, office equipment, etc., in accordance with company purchasing policies and budgetary restrictions Schedules work and staff at certain local operational sites Oversees recyclables and document shredding processes Participates as needed in special department projects Performs any and all other duties as assigned Skills and Attributes Extraordinary customer service skills Excellent phone skills and communications skills Working knowledge of mail processes such as postage machine, Federal Express and UPS Good planning and organizational skills Well-developed interpersonal and communication skills Professional appearance and manner Computer literacy, specifically MS Office, etc. Ability to negotiate effectively Ability to lift approximately 15-20 lbs. Education/Experience: Related degree or equivalent of work history and experience preferred 3+ years of QuickBooks experience preferred Requirements Pre-employment drug screen Background screen Reference checks Provide proper documentation to prove eligibility to work in the U.S. Basic English reading, writing and mathematical skills Basic knowledge of company business This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee, nor does it prescribe or restrict the tasks that may be assigned. In addition, the job duties and responsibilities described herein may be subject to change any time depending on the needs of the company. Job Type: Full-time Education: High school or equivalent (Preferred) Experience: Microsoft Office: 3 years (Preferred) QuickBooks: 3 year (Preferred)

Posted 2 weeks

bookeeper/accountant

built to last construction - Fernandina Beach, FL 32034

Accountant / Bookkeeper — Construction *Location:* Jacksonville, FL (on-site) *Employment type:* Full-time *Reports to:* Owner / President *Compensation:* $40,000–$60,000, commensurate with construction accounting experience, plus benefits About the Role We are a growing construction company seeking an experienced *accountant/bookkeeper* to own our accounting function end to end. This is a blended role: you'll handle the full day-to-day bookkeeping cycle _and_ the accounting and analysis that keep ownership informed — month-end close, financial statements, job-level profitability, and cash flow reporting. We run our project financials in *Buildertrend*, and we lean on it heavily. Much of our WIP tracking and cash flow analysis lives in Buildertrend, so we need someone who is genuinely *familiar and comfortable working within Buildertrend's financial tools* — budgets, purchase orders, invoicing, and its job-costing and reporting features. You don't need to rebuild these schedules from scratch in Excel; you need to know how to operate, maintain, and interpret them inside the system, keep the underlying data clean, and reconcile it back to the general ledger. Key ResponsibilitiesProject Accounting & Job Costing * Maintain accurate job costing across all active projects in Buildertrend, allocating labor, materials, subcontractor costs, and overhead to the correct jobs and cost codes. * Keep *Work-in-Progress (WIP)* tracking current within Buildertrend — monitoring over/under billings and job-level margins — and reconcile it to the general ledger. * Support *percentage-of-completion* revenue recognition and review job performance with ownership. * Track *retainage* on both receivables and payables, ensuring it is billed and released correctly. Cash Flow & Financial Analysis * Maintain *cash flow reporting and forecasting*, using Buildertrend's project financial data alongside the general ledger, so ownership has clear visibility into project and company liquidity. * Produce job-level profitability reporting and flag margin issues early. * Prepare monthly financial statements (P&L, balance sheet, cash flow) and review key metrics with ownership. Billing & Accounts Receivable * Produce progress billings and pay applications, including *AIA-style G702/G703* documentation where required. * Manage the full AR cycle: invoicing, collections, and aging follow-up. * Coordinate *lien waivers* (conditional and unconditional) with billing and payment milestones. Accounts Payable & Subcontractor Management * Process vendor and subcontractor invoices against job budgets and commitments in Buildertrend. * Verify subcontractor compliance documentation (insurance certificates, W-9s, lien waivers) before payment. * Maintain *1099 tracking* for subcontractors and prepare year-end 1099 filings. Payroll * Process payroll or coordinate with our payroll provider, ensuring accurate job and cost-code allocation of labor. * Prepare *certified payroll reports* and maintain *prevailing-wage (Davis-Bacon)* compliance on applicable public/government projects. * Reconcile payroll liabilities and support annual *workers' compensation and general liability audits* with clean, well-organized records. General Ledger & Close * Own the general ledger: journal entries, accruals, and account reconciliations (bank, credit card, loans, lines of credit). * Perform monthly close and ensure Buildertrend project data ties out to the books. * Reconcile equipment loans, notes, and depreciation schedules with the CPA. Compliance & Tax Support * Prepare and file *sales/use tax* returns as applicable, and support annual tax preparation with the outside CPA. * Maintain organized, audit-ready records for lenders, sureties, and bonding requirements. Required Qualifications * *3+ years of bookkeeping/accounting experience in the construction industry.* * *Familiarity and hands-on comfort with Buildertrend*, including its budget, purchase order, invoicing, and job-cost/financial reporting features. * Solid understanding of *job costing* and *WIP / percentage-of-completion* concepts, and the ability to maintain and interpret them within Buildertrend. * Ability to produce and interpret *cash flow reporting and forecasts*. * Working knowledge of *retainage, progress billing, lien waivers, and subcontractor compliance*. * Experience with *certified payroll and prevailing-wage reporting*. * Proficiency across the full accounting cycle through financial statement preparation. * Strong Excel skills for reconciliation and ad hoc analysis alongside Buildertrend. * High integrity and discretion — this role has direct access to company financials. Preferred Qualifications * Associate's or Bachelor's degree in Accounting, or professional certification such as *AIPB Certified Bookkeeper (CB)* or *NACPB Certified Professional Bookkeeper (CPB)*. * Experience supporting *surety/bonding* submissions and lender reporting. * Familiarity with QuickBooks (Online or Desktop) alongside Buildertrend, and experience reconciling the two. * Experience with Florida-specific and local tax/compliance requirements. What Success Looks Like * Books close accurately each month, with Buildertrend project data tying cleanly to the general ledger. * WIP and job margins are current and trustworthy for ownership decisions and bonding. * Ownership has a timely, accurate picture of cash flow and project profitability. * Subcontractor compliance and 1099s are clean, so year-end and insurance audits are non-events. _We are an equal opportunity employer. Final compensation depends on experience, certifications, and construction accounting expertise._ Pay: $40,000.00 - $60,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance Work Location: In person

Posted 2 weeks

Registered Beneficiary Services Representative

Citi - Jacksonville, FL

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Beneficiary Services Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. The Beneficiary Services Representative takes ownership of the full beneficiary process to provide a seamless, best in class, experience for our clients’ beneficiaries. Responsibilities: Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients Able to clearly articulate business value proposition, matching clients with the correct set of products and services Directly responsible for providing timely responses to client service requests, received via telephone or email Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required) Ensures customer claims and complaints are handled in accordance with FINRA and firm policy Ensures that KYC/AML and other compliance norms are strictly adhered to Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities Builds a rapport with back-office staff and seek out highest level of support from those teams Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested Accountable for identifying prospective clients interested in becoming new clients Responsible for executing specific client contact campaigns as defined by Sales Management/Segments Responsible for proactively contacting clients to identify needs and deepen relationships Complete all required trainings pertaining to the function in a timely manner Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area Understanding of multiple products across business lines combined with exceptional networking and relationship building skills Excellent verbal and written communication skills, ability to communicate at a professional level Positive and can-do attitude Excellent people skills and ability to work in a team environment Capable of working independently within established procedures and make decisions without manager approval Able to perform multiple functions with a high degree of accuracy Strong desire to create a top-notch client experience with every client every day Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team Ability to support a diverse array of products and services Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred Education: Bachelor's/University degree or equivalent experience - Job Family Group: Consumer Sales - Job Family: Telesales - Time Type: Full time - Primary Location: Ofallon Missouri United States - Primary Location Full Time Salary Range: $64,620.00 - $90,180.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Aug 17, 2026 - Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Posted 2 weeks

Valuation Analyst

CBRE - Jacksonville, FL

About the Role: As a CBRE Valuation Analyst, you will be responsible for overseeing team research efforts and preparing market information for appraisal assignments. This job is part of the Valuation function. They are responsible for inspecting and determining the values of land, property, and businesses. What You’ll Do: Act as a liaison between the team and management for research inquiries. Delegate tasks as needed. Conduct research on a property, including verification of comparable, demographics, market area analysis, etc. Present management with team real estate appraisal reports. Communicate with clients to gather additional information about assets or liabilities, such as appraisals of real estate holdings. Review and evaluate financial statements to identify the fair market value of assets. Compare sales prices of similar properties to discover whether prices are reasonable. Make recommendations based on historical data. Identify trends in the market or industry that may affect the value of assets being evaluated. Calculate interest rates using various methods such as average rates, present values, and internal rates of return. Establish new techniques to ensure the team can meet its objectives. Explain complex concepts or sensitive information, present information in a clear and concise manner, and carry out general instructions in standard situations. Gather and analyze data to identify and solve complex problems that arise with little or no precedent. May recommend new techniques. Impact own team and other teams whose work activities are closely related. Suggest improvements to existing processes and solutions to improve the efficiency of the team. What You’ll Need: To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Bachelor’s degree (BAB/BS) from four-year college or university required. A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required. Ability to evaluate and communicate unusual and/or complex content in a concise and logical way. In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. Organizational skills with an advanced inquisitive mindset. Advanced math skills. Ability to calculate advanced figures such as percentages, discounts, and markups. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc. CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com. Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Posted 2 weeks

Senior Administrative Assistant, Financial Accounting, Baptist Downtown

Baptist Health System, Inc. - Jacksonville, FL 32207

About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Job Description Baptist Health is hiring a Senior Administrative Assistant to support the Vice President of Financial Accounting! Administrative Assistant, Job Responsibilities: Provide dedicated support for executive scheduling, project coordination, reporting, document management, and communication activities. Experience Requirements: Must be proficient in Word/PowerPoint/Excel/Outlook. 3-5 Years Office Experience required. Education & Credential Requirements: HS Diploma/GED Primary Location: Downtown - Southbank Building 2

Want to discover more? Sign up for our emails to get the latest and greatest of the JAX region in your inbox.