Financial Advisory - Accounting Specialist

Lead with Purpose. Partner with Impact.

ProVise Management Group is an RIA in sunny Tampa Bay, managing over $2 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision.

We strive to create a culture of excellence, one that is people-centric and forever focused on what is best for our clients. We offer a supportive and collaborative work environment, an involved leadership team who will happily work to mentor you, and a well-defined career path. We believe strongly in work-life balance and enjoy having fun. We are looking to grow the business by building a team that is passionate about being a part of something special. This role is critical to our long-term success, and you will be rewarded personally and professionally for your excellence.

The Accounting Specialist at ProVise Management Group is an integral part of our team, serving as the connection between our clients, support team, and advisors. This great communicator, influencer, and enthusiastic person will support the vision, positive culture, and team spirit. Position is in Clearwater, FL office. Must be able to work in the office during scheduled work hours. The Accounting Specialist diligently works to support our ProVise team.

What You’ll Do

• Monitor and manage company financial data and transactions
• Record and document financial activity in accounting systems
• Handle billing, accounts receivable (AR), and accounts payable (AP)
• Identify and correct accounting discrepancies
• Collaborate with senior leadership to prepare financial reports, including P&L statements, balance sheets, and general ledgers
• Maintain accurate billing records and resolve discrepancies through research and analysis
• Generate invoices for financial planning as needed
• Oversee and streamline bookkeeping processes
• Track budget performance and evaluate expenses
• Reconcile incoming and outgoing financial accounts
• Support operational tasks such as filing property taxes, managing computer inventory, and processing commission payments
• Supports Compliance to maintain an effective and robust investment advisory compliance program
  
  

What You Bring

• Bachelor’s degree in Accounting, Finance or Business required
• Ideally, 5 years of experience in an accounting, bookkeeping, or finance role
• Excellent communication skills (verbal, written and listening)
• Ability to follow written and oral instructions
• Ability to work well with all levels of management and staff
• Proficiency in accounting software and spreadsheets (e.g., QuickBooks, NetSuite)
• Exceptional attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Skilled in communicating complex financial data clearly
• High-level data entry accuracy
• Solid understanding of financial transactions, including AP and AR Description
• Proficient in Microsoft Office Suite
• Knowledge of Broker Dealer and Investment Advisory Regulations a plus
• Demonstrates personal integrity, honesty and ability to deal with confidential information
• Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems
• Commitment to professionalism, accountability, customer focus, and teamwork
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.