Financial Services Professional

6 days ago


Miami, Florida, United States Bohlmann Accounting Group PLLC Full time
Job Overview

We are an established accounting firm in South Florida seeking a highly skilled Staff Tax Accountant to join our team of professionals.

Salary and Benefits

A competitive salary based on experience is offered, with benefits including flexible work schedule, employee medical insurance paid 100% by the firm, dental and vision insurance available, 401K with employer match, and paid time off.

Job Description

The successful candidate will prepare tax returns, research and resolve tax-related issues for business, individual, and trust & estate clients, and support client tax planning initiatives.

Required Skills and Qualifications
  • Ability to prepare federal and state income tax returns for Corporations, S-Corporations, Partnerships & LLCs, Trusts, and Individuals.
  • Provide tax support across all levels of the company, including special projects and initiatives.
  • Communicate with clients regarding tax return information requests or questions, timing of filing deadlines, and project status.
  • Demonstrate good relationships with clients and exceed expectations.
  • Self-motivated individual with multi-tasking skills.
  • Team player with a desire to participate actively within the organization.
  • Excellent verbal and written communication skills.
  • Strong working knowledge of Microsoft business suite, specifically Excel, PowerPoint, Word, and Outlook.
  • Experience with QuickBooks, ProSystem Engagement, ProSystem fx Tax, and CCH Intelliconnect, a plus.
  • English language proficiency with the ability to read, analyze, and interpret general business documentation and write routine business correspondence. Spanish proficiency, a plus.
Work Requirements
  • Bachelor's Degree in Accounting.
  • Occasional overtime work required throughout the year. Heavy overtime work required from January 15 to April 15 and August 15 to October 15 that may be in excess of 50 hours per week.


  • Miami, Florida, United States Brilliant Financial Search - FL Full time

    Brilliant Financial Search is proud to present a remarkable opportunity for a seasoned Financial Audit Professional to join our team in Miami. As a key member of our accounting and finance practice, you will play a pivotal role in delivering exceptional audit services to our clients.About the RoleThis Hybrid position involves working on various operational...


  • Miami, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewAs a Financial Professional at Global Financial Impact, you will play a crucial role in helping clients and businesses achieve their financial goals. With a strong understanding of financial products and services, you will act as a liaison between clients and financial institutions.


  • Miami, Florida, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...


  • Miami, Florida, United States New York Life Insurance Company Full time

    About the RoleWe are seeking an ambitious and driven individual to join our team as a Financial Services Professional. This is an exciting opportunity for someone who wants to build a successful insurance business and enjoy a high level of flexibility in their work schedule.As a Financial Services Professional, you will be responsible for meeting clients in...


  • Miami, Florida, United States Citigroup Inc. Full time

    About the JobWe are seeking a Financial Services Professional to join our team in Miami. As a key member of our Client Services group, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.ResponsibilitiesMonitor money managers performance and update monthly reports using Capital Markets,...


  • Miami, Florida, United States Creative Financial Staffing Full time

    Internal Audit Role with Growth OpportunitiesThe company has been on the Fortune 500 list for over 66 years, consistently ranking in the top 100. In 2021, it was ranked as one of the World's Most Admired Companies by Fortune.This is an exciting opportunity to work with a innovative management team and contribute to the company's continued growth.As an...


  • Miami, Florida, United States Creative Financial Staffing Full time

    Job OverviewAre you a skilled accounting professional looking for a challenging role with growth opportunities? We are seeking an experienced Corporate Accountant to join our team in Miami, FL. This is a hybrid schedule position with the possibility of remote work on Fridays.


  • Miami, Florida, United States Mutual of Omaha Full time

    Company OverviewMutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals achieve their long-term goals. Our organization values diversity, inclusion, and innovation, creating a dynamic work environment that fosters growth and success.Salary and BenefitsThe Financial Representative Trainee will receive an...


  • Miami, Florida, United States New York Life Insurance Company Full time

    Job OverviewWe are seeking a highly motivated and experienced professional to join our team as a Financial Professional. In this role, you will have the opportunity to develop your skills in financial services, marketing, business development, and customer relationship management.About New York LifeNew York Life is a Fortune 100 company with a long history...


  • Miami, Florida, United States New York Life Full time

    About Your Career as a Financial ProfessionalNew York Life seeks motivated individuals who are passionate about helping clients achieve their financial goals. As a Financial Professional, you will have the opportunity to work with clients to develop personalized plans that address their unique needs and objectives.Key ResponsibilitiesDevelop and implement...


  • Miami, Florida, United States BridgePoint Investment Inc Full time

    About BridgePoint Investment Inc.We are a boutique consulting firm dedicated to providing exceptional back-office services, consulting, and finance solutions to small and mid-size businesses (SMEs). Our mission is to foster growth and development in our clients' businesses, positioning them as leaders within their sectors.Job OverviewWe are seeking an...


  • Miami, Florida, United States The Tax Team Inc Full time

    Job SummaryWe are seeking an experienced Tax Financial Services Specialist to join our team at The Tax Team Inc. In this role, you will be responsible for providing comprehensive tax and financial services to clients.Key Responsibilities:Tax Planning and Compliance:Develop and implement effective tax planning strategies to minimize clients' tax liabilities...


  • Miami, Florida, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Services Consultant to join our team at New York Life Insurance Company. As a key member of our sales force, you will be responsible for building and maintaining relationships with clients, providing personalized financial solutions, and driving business...


  • Miami, Florida, United States Humanidei Full time

    At Humanidei, we're seeking a skilled Financial Services Specialist to join our dynamic lending team. Based in Miami, Florida, this role offers a competitive salary of $60,000 - $80,000 per year.About the RoleThis is an exceptional opportunity for a motivated individual to originate and process consumer and mortgage loans, providing top-notch service to our...


  • Miami, Florida, United States New York Life Insurance Company Full time

    About the RoleWe are seeking ambitious and driven individuals to join our team of financial professionals as Bilingual Sales Representatives. As a Financial Sales Representative, you will have the opportunity to build a successful career in the insurance and financial services industry, working with a leading company like New York Life Insurance Company....


  • Miami, Florida, United States Mutual of Omaha Full time

    About the OpportunityWe are seeking driven, self-motivated individuals to join our dynamic trainee experience as a Financial Representative Trainee in Miami, FL. This role is designed to equip you with skills to excel in selling Individual Insurance products and building a sustainable financial practice through our comprehensive Accelerator Program.The...


  • Miami, Florida, United States New York Life Insurance Company Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We help generations of Americans protect their families and achieve financial goals.We're a mutual company, accountable only to our policyholders, not to Wall Street or outside investors. Our focus is on long-term success for clients.To prepare for the future, we...


  • Miami, Florida, United States Educational Federal Credit Union Full time

    Job OverviewWe are seeking a highly skilled Financial Services Liaison to join our team at Educational Federal Credit Union. In this role, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.This is a fantastic opportunity to work in the education...


  • Miami, Florida, United States Xanterra Parks & Resorts Full time

    Role OverviewWe are seeking a Revenue and Financial Insights Professional to join our team in Doral, FL. As a Business Intelligence Analyst Intern at Windstar Cruises, you will work closely with the Vice President of Revenue & Itinerary Planning, Director of Revenue Performance, and Sr. Business & Reporting Analyst.


  • Miami, Florida, United States First Citizens Bank Full time

    Job Title: Financial Services Team LeadLocation: Miami, Jacksonville, or OrlandoCompany OverviewFirst Citizens Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions. Our team of experts is committed to helping individuals and businesses achieve their financial goals.Job DescriptionWe are...