Staff Accountant

Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL.  CDL is seeking a Staff Accountant to join our staff in the dynamic and rapidly growing Multi-Family Office department. As a Staff Accountant in CDL's Multi-Family Office, you will support department clients by effectively and efficiently completing tasks such as brokerage reconciliations, building reports and much more. An ideal candidate will take ownership of work product and ensure timely and accurate reporting. 

RESPONSIBILITIES:

  • Strong bookkeeping and accounting skills.
  • Reconciliation of brokerage statements, and investment reporting. 
  • Preparation of hedge fund, trust, and statistical reports. 
  • Maintains the accounting functions of clients and their various entities
  • Complete bank reconciliations in QuickBooks.
  • Provide excellent customer service to employees and other parties.
  • Recommend process improvements to create greater efficiency and productivity.
  • Interact well with diverse levels of employees; collaborative, energized by the open exchange of ideas.
  • Ability to work independently and manage multiple projects.
  • Function well in a fast-paced, high growth environment and a rapidly changing organization.
  • Detail oriented and has strong analytical and problem-solving skills.
  • Proficiency in QuickBooks, Excel and accompanying Microsoft Office Suite software.
  • Proactive and solutions-oriented.
  • Excellent written and verbal communications skills.
  • Undergraduate degree or equivalent, preferably in an accounting discipline.
  • 5 to 10 years’ experience in accounting and payables strongly preferred.

BENEFITS:

  • Excellent growth opportunity. 
  • Competitive salary packages and bonuses.
  • Comprehensive health, vision, dental and life insurance as well as disability benefits. 
  • 401K Contribution/ Profit Sharing.
  • Flexible summer compressed work period. 
  • Enjoy the holidays with eight (8) Paid Holidays. 
  • Relax and reboot with three (3) weeks of Paid Time Off (use for sick or vacation days). 
  • Tuition and professional development reimbursements on approved programs. 

CDL culture is one that strives for results with highly motivated and effective professionals. We are looking for people who adhere to the highest standards.

Our firm offers a competitive benefits and compensation package. Excellent growth opportunity to get involved with a prestigious firm with high profile clients in a great location.

CDL is an Equal Opportunity Employer committed to a diversified and inclusive workforce.

Job Type
Accountant
Organization
Caler, Donten, Levine, Cohen, Porter & Veil, P.A.
How to apply
Location

West Palm Beach, FL