The Must Haves:

- CPA

- Public Accounting

- Financial Services experience - such as working with Financial Advisors, Wealth Management, AUM, Life Insurance, and Annuities, etc.

- QuickBooks experience (certification is a plus)

- Paylocity experience a plus but must have worked on at least on payroll/HRIS

- Payroll experience is desired

Job Type: Full-time

Pay: $120,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years
• 7 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• Public Accounting: 1 year (Required)
• QuickBooks: 1 year (Required)
• Paylocity or other Payroll/HRIS: 1 year (Required)
• Payroll: 1 year (Required)
• Working w/ financial advisors, wealth management, AUM: 1 year (Required)
• Working with life insurance & annuities: 1 year (Required)
• Financial services industry: 1 year (Preferred)

License/Certification:

• CPA (Required)

Ability to Relocate:

• Fort Lauderdale, FL 33309: Relocate before starting work (Required)

Work Location: In person