Accountant

• Ensure payments comply with state laws, department rules, and privacy standards
• Enter and verify financial records using multiple accounting systems and software
• Review and audit invoices, vouchers, and other documents for accuracy and proper approval
• Prepare reports and reconcile financial records
• Support staff, vendors, and auditors as needed
• Complete training, assist with year-end closing, and handle special projects or other duties

Senior Professional Accountant

• Perform accounting activities in the Disbursements Section of the Bureau of Financial Services
• Apply Department of Financial Services, FLAIR, and AHCA accounting rules and procedures
• Audit travel reimbursements and/or approve Purchasing Card payments
• Process inter-agency and unencumbered payments in FLAIR and assist with MyFloridaMarketPlace payments
• Conduct internal audit reviews to validate invoices and supporting documentation
• Review three-date stamps, invoice accuracy, compliance, and account coding
• Perform daily quality assurance reviews of Disbursements Section vouchers
• Ensure vouchers are accounted for and filed according to Bureau rules
• Assist in developing a Mentorship Program through internal workshops
• Respond to travel and voucher inquiries from vendors, program offices, the Vendor Ombudsman, and DFS
• Research and resolve discrepancies and disputes
• Participate in the certified forward process by establishing payables for prior-year invoices or payments due as of June 30
• Perform other duties and responsibilities as required

Accountant II

• Conduct multi-state audit defense for Sales & Use, Severance, Business Licenses, and Fuel Taxes
• Resolve tax issues with external customers in a timely manner
• Respond to internal customer and vendor inquiries regarding state and local tax matters
• Prepare reconciliations for related Sales and Use tax accounts
• Complete research projects on multi-state Sales & Use taxes
• Assist with due diligence analysis for multi-state and local taxes in mergers and acquisitions
• Provide research support for SAP and Vertex tax software to ensure accurate taxation
• Draft technical correspondence to state officials to clarify interpretations of tax laws
• Apply for, obtain, and implement special exemptions as needed
• Participate in continuous improvement initiatives to enhance efficiency in tax processes
• Develop, author, plan, and deliver training for internal customers
• Perform tasks supporting compliance goals related to Sales & Use Tax Laws
• Undertake additional duties as required to ensure ongoing compliance with S&U Tax Laws
• Collaborate with cross-functional teams
• Analyze and improve processes to gain efficiencies and ensure quality, accurate results

Senior Accountant – Tax Sales & Use Tax

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
• Analyze financial data and provide strategic recommendations to management
• Ensure compliance with accounting standards and regulations
• Manage and reconcile high-volume and complex general ledger accounts
• Prepare and process complicated journal entries
• Collaborate with external auditors and provide support during audits
• Supervise and mentor junior accounting staff
• Provide technical guidance and support to other departments on accounting-related matters
• Stay up to date with changes in accounting standards and regulations and implement changes as necessary
• Manage and oversee accounting and financial functions
• Maintain accurate financial records

Senior Accountant

• Monitor cash and prepare monthly journal entries and account reconciliations
• Assist with annual audits and special financial-management projects
• Review online banking activity, update daily cash receipts logs, and monitor positive pay
• Prepare bank reconciliations, assigned general-ledger journal entries, and account reconciliations and roll-forwards
• Review capital expenditure requests, obtain appropriate signatures, and maintain expenditure logs
• Maintain the fixed-asset system and record depreciation
• Prepare fixed-asset reconciliations and annual Tangible Personal Property tax returns
• Handle prepaid accounting and maintain the prepaid module
• Monitor postage accounts and perform related tasks
• Prepare accrual and reclassification journal entries
• Account for the internal pharmacy, including data collection, inventory control, accruals, and variance analysis
• Record monthly debt, bond, and intangible-asset journal entries
• Compile monthly legal and consulting details for analysis
• Prepare monthly financial supplemental schedules
• Reconcile balance-sheet accounts
• Complete quarterly and annual government surveys
• Represent the Company professionally and comply with applicable regulations, policies, confidentiality, safety, security, and quality-improvement practices
• Participate in professional development, research, educational activities, and knowledge sharing

Staff Accountant

• Lead the firm's daily operations, ensuring efficient and effective business performance across multiple office locations
• Oversee all financial operations, including budgeting, forecasting, payroll, billing, collections, cash flow, and financial reporting
• Partner with firm leadership on strategic planning, operational improvements, and growth initiatives
• Streamline workflows by leveraging technology and implementing scalable processes that enhance productivity and client service
• Direct all human resources functions, including recruiting, onboarding, benefits administration, employee development, and compliance
• Manage technology, vendor relationships, facilities, and business continuity to support seamless firm operations
• Ensure compliance with accounting industry regulations, employment laws, internal policies, and risk management standards
• Foster a collaborative, high-performing workplace culture focused on excellence, accountability, and continuous improvement
• Collaborate with professionals across the Sarasota, Bradenton, and Tampa offices
• Travel occasionally to Bradenton and Tampa office locations as business needs require

Senior Accountant, CPA

• Manage the complete monthly reimbursement cycle for multiple grant-funded projects
• Prepare Florida Department of Education Forms 300, 301, 399, and other required reimbursement and fiscal-reporting documents
• Complete reimbursement requests and financial reporting through funder systems and online portals
• Compile and organize payroll registers, employee allocations, invoices, receipts, contracts, procurement records, proof of payment, bank documentation, PARs, time-and-effort records, and other supporting documentation
• Reconcile payroll, benefits, vendor payments, and other expenditures against each approved grant budget
• Track current-month and cumulative expenditures to ensure accuracy and prevent duplicate reimbursement
• Maintain budget-to-actual reports by grant, project, funding source, site, function, and expense category
• Identify missing documentation, incorrect allocations, unallowable expenses, budget concerns, and potential amendment needs before reimbursement packages are submitted
• Maintain complete, accurate, organized, and audit-ready electronic files for each grant and reimbursement period
• Track submitted reimbursements, corrections, approvals, outstanding payments, and grant receivables
• Assist with fiscal monitoring visits, budget amendments, year-end closeouts, grant closeouts, and audits
• Learn and maintain working knowledge of the requirements, systems, forms, deadlines, and reimbursement procedures for all Big Ideas funding sources
• Potential future responsibilities include accounts payable and accounts receivable, bank and credit-card reconciliations, payroll and benefits reconciliation, monthly financial close, general-ledger review and coding, cash-flow and reimbursement tracking, management and board financial reports, and annual audit preparation

Part-Time Grants Accountant, Reimbursement Specialist

• Perform operational, transactional and technical accounting activities according to established policies, procedures and objectives
• Adhere to corporate and industry-directed quality control standards
• Complete, review and approve monthly journal entries
• Review and approve cash disbursements
• Perform full-cycle month-end close functions in Agency and ERP systems
• Reconcile balance sheet, other accounts and bank accounts
• Run monthly close reporting
• Meet strict deadlines
• Ensure transaction support is processed and filed accurately and timely
• Prepare required document submissions according to established controls
• Assist with ASC 606 / ASC 944 monthly and quarterly entry calculations
• Analyze results to verify the accuracy of financial packages
• Build courteous and successful relationships with office staff
• Promote teamwork, knowledge sharing and a positive attitude
• Participate in training and continuing education to remain current on industry information, products, legislation, coverages and technology

Senior Accountant, Captives

• Manage third-party accounts and record income, expenses, assets, and liabilities monthly
• Process banking transactions, including wires, transfers, and deposits
• Perform internal audits for property compliance
• Use RealPage/OneSite and other property management systems to maintain records
• Maintain accounting records and reporting for affordable housing properties, including LIHTC and HUD compliance
• Execute monthly close tasks, journal entries, reconciliations, and reports under GAAP
• Support property budgeting and enter finalized budgets into the accounting system
• Reconcile bank accounts and resolve discrepancies with adjusting journal entries
• Archive supporting documents and documentation according to company policies
• Verify delinquency reports, prepaid rent journals, and security deposit ledgers
• Manage property cash flow and coordinate and review accounts payable
• Support year-end audits and tax filings
• Deliver accurate monthly financial reports by established deadlines
• Process replacement reserve draw requests and facilitate repair submissions
• Monitor and comply with lender reporting obligations
• Communicate professionally with clients by email, video, and phone
• Uphold a professional demeanor and prioritize customer service

Property Accountant, Affordable Housing Experience

• Prepare and post monthly journal entries, accruals, and fixed asset schedules
• Perform monthly bank, balance sheet, and account reconciliations
• Research and resolve accounting discrepancies
• Assist with timely financial closing procedures and variance analysis
• Support accounts payable, accounts receivable, and day-to-day accounting transactions
• Investigate and resolve customer queries
• Communicate with customers via phone and email
• Ensure compliance with internal controls and financial policies
• Assist in preparing accurate, timely financial statements and reports
• Assist the VP of Finance and/or Controller with other assigned duties
• Report to the Accounting Team Lead and provide day-to-day accounting support