Firm Financial Administrator

CS&L CPAs is a certified public accounting firm serving southwest Florida for over 70 Years. We specialize in taxation, auditing, outsourced accounting, and advisory services for individuals, businesses, and organizations. We strive to build lasting relationships based on trust and transparency while cultivating a supportive and dynamic work environment that promotes professional excellence and personal development for our team members. Team Members at CS&L CPAs enjoy a comprehensive benefits package designed to support their well-being and work-life balance. Our benefits include: Two Medical Insurance plans to choose from along with Dental and Vision Group Life, Long-Term, and Short-Term Disability Coverage: Financial protection in case of illness or injury. Additional Voluntary benefits include: Critical Illness and Accident Insurance, Identity Theft Protection, Pet Insurance: Coverage for your furry family members, Telehealth Services, Life Insurance Policy: Provided for each full-time employee. 401(k) Program: A robust retirement plan to help you secure your financial future. Paid Holidays and Time Off: Generous leave to recharge and enjoy personal time. CPA Exam Bonus Mentorship & Business Development Program CS&L Cares Program: Providing support internally and externally for those in need. Location: This position requires an onsite presence at our beautiful downtown Sarasota office. As an integral member of our team, you will be collaborating closely with colleagues in a dynamic office environment. We value flexibility and work-life balance and are excited to welcome someone who thrives in a collaborative in-person setting and shares our commitment to excellence. The role involves managing remote teams and supporting multiple office locations. (Sarasota/Bradenton/Tampa) About the Role: The Firm Financial Administrator is responsible for managing and overseeing the administrative, financial, operational, and human resource functions of the CPA firm. This position ensures the firm operates efficiently and effectively, supporting partners and staff in achieving strategic goals while maintaining compliance with industry regulations and internal policies. The role requires strong leadership, excellent organizational skills, and familiarity with the unique demands of a public accounting environment. Essential Duties and Responsibilities:Operational Management • Directs and manages day-to-day administrative operations of the firm. • Develops and implements internal policies, procedures, and workflow systems to improve firm efficiency. • Coordinates firm-wide scheduling, particularly during peak work periods such as tax season and audit deadlines. • Supports strategic planning initiatives and assists firm leadership in execution and tracking. Financial Oversight • Assists in the preparation and monitoring of the firm's budget, financial reports, and cash flow projections. • Oversees billing, accounts receivable, accounts payable, payroll, and general ledger functions. • Coordinates with partners on time tracking, WIP management, billing cycles, and collections. • Manages vendor relationships and negotiates contracts for services and office supplies. Human Resources Administration • Coordinates performance evaluation processes and employee development programs. Technology and Information Systems • Works with internal IT staff or external vendors to manage the firm's software, hardware, and data security infrastructure. • Ensures effective use of practice management software platforms. Compliance and Risk Management • Ensures the firm's compliance with regulatory bodies including the AICPA, IRS, and state boards of accountancy. • Maintains firm policies on confidentiality, cybersecurity, independence, and ethics. • Oversees insurance policies, licensing renewals, and other risk management functions. Facilities and Office Management • Manages office lease agreements, equipment maintenance, and office supply procurement. • Coordinates space planning and logistics related to seasonal staffing increases or office reconfigurations. • Ensures a professional, safe, and functional working environment for all staff. Education and Experience Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field, required. Minimum of five (5) years of progressive accounting experience in a mid-sized professional services environment; experience in a CPA firm or law firm, strongly preferred. Proven ability to leverage technology and implement automation to enhance accounting workflows and efficiency. Strong financial acumen, with experience managing budgets, billing, and internal controls. Familiarity with accounting and tax software platforms and practice management systems. Proficiency in Microsoft Office Suite and general office systems. High level of attention to detail and a commitment to precision in financial work. Licenses and Certificates: Certified Public Accountant or Certified Management Accountant designation, preferred, but not required. Supervisory Responsibilities: This position typically supervises administrative staff and may oversee outsourced services such as IT support, building services, or payroll providers. Provides leadership and direction to ensure departmental goals align with overall firm objectives.