Family Office Paraprofessional

CBIZUSA, Florida, Fort Lauderdale

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CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Summary

We are seeking a Paraprofessional / Experienced Bookkeeper to join our Family Office practice in one of our Southeast Region locations. Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism.

Essential Functions and Primary Duties

Perform bookkeeping services for clients including, but not limited to :

Recording of transactions, bill-paying, accounts payable processing, preparation of payments including wires, ACH payments, and checks

Preparation of adjusting journal entries, trial balances, depreciation schedules, monthly / quarterly / annual reconciliations, and fiduciary accountings

Administration of payroll processing, which will include calculating wages, federal, state and local taxes as well as benefits

Resolve payroll discrepancies and generating payroll reports for clients and accounting purposes

Maintain tax records to facilitate preparation of tax returns for various individual, family partnerships, LLC's, trusts and charitable entities

Assisting the tax professionals in the family office department with intake of client work papers, source documents, and onboarding. This may include organizing tax files, tabulating electronic tax binders, maintaining ongoing tax files, etc.

Maintain annual gifting ledgers for clients and assist the department with certain basic gift tax reporting for clients

Additional responsibilities as assigned

Preferred Qualifications

Bachelors or Associates degree in Accounting preferred

Proficiency using QuickBooks, Bill.com, Hubdoc, and Microsoft Excel

Discretion and confidentiality, maintaining privacy regarding sensitive information

Outstanding interpersonal skills fostering client relationships

Minimum Qualifications

High School Diploma or GED

At least 2 years of accounting work experience

Ability to work in a team environment as well as independently

Must maintain current required licenses and certifications relevant to field of expertise

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

#LI-NM1 #LI-HYBRID

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Paraprofessional • USA, Florida, Fort Lauderdale