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At Daszkal Bolton, we pride ourselves on being creative thinkers and forward looking professionals — traits that distinguish us from other accounting and advisory firms. Our promise to our clients is that we’ll be a source of strength and insight and that we’ll help them “Conquer new ground.” We make that same promise to everyone who works at Daszkal Bolton. We believe in creating career opportunities, not jobs. We’re proud of our firm and everyone who works together to create the Daszkal Bolton client experience.
Our professionals continue to recognize Daszkal Bolton as a “best place to work” through local and national publications. The recognition is great, but what is even better is how it feels to come to work every day with people you get along with and with whom you can collaborate.
Managers are essentially partners-in-training and are involved in almost all areas for which partners are responsible. Responsibilities include all phases of audit, compilation and review engagements assigned, including planning meetings, fieldwork supervision, client system documentation, ratio reviews to determine the scope of testing, inquiry and further analysis, risk assessment evaluation, and engagement approach development. Supervises staff in the preparation of work papers to document financial statements and tax returns. Previous experience in progressively challenging, relevant positions. CPA designation required.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Manages, directs, and monitors multiple auditing and accounting projects and client engagements simultaneously, schedules and coordinates workflow and staffing for audit projects and engagements • Plans, executes, directs, and completes audit engagements in a wide variety of industries • Responsible for all phases of audit, compilation and review engagements assigned, including planning meetings, fieldwork supervision, client system documentation, ratio reviews to determine the scope of testing, inquiry and further analysis, risk assessment evaluation, and engagement approach development • Possesses the skill to perform an analytical review of financial statements, tax returns, footnotes, and management letters • Understands the client’s business and industry sufficiently to dispense general business advise; however, has developed a solid professional sense which demands documenting the circumstances and evaluating the risk in advising clients without checking with the Engagement Partner prior to doing so.
Audit Supervisors are responsible for larger, more complex engagements than Audit Senior Associates and may manage two or more engagements simultaneously. Supervisors assume responsibility for supervising engagements and special assignments, may review workpapers and financial statements, and communicate with clients on a one-on-one basis. Supervisors exhibit the same positive characteristics as Managers. Supervisors are responsible for complying with pronouncements of professional and other regulatory groups. CPA designation required.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional service programs (i.e., CPE) • Coordinates various phases of audit, compilation and review engagements assigned, including budgeting, planning, review of workpapers for accuracy and completeness, review of financial statements for suitability of presentation and adequacy of disclosures • Acts as a personal and career mentor to associates and senior associates • Supervises audit associates and provides on-the-job training.
Audit Senior Associates can perform most engagements with minimal direct supervision. This position provides the individual with responsibility for developing appropriate skills in applying accounting, auditing and tax theory and principles. When unusual situations arise, these individuals present the pertinent information to the engagement manager or partner and follow their advice. CPA designation is desired.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Requests and reviews information submitted by clients for completeness; communicates with clients regarding any questions or missing documentation • Assists in the execution and completion of audit engagements in a wide variety of industries • Develops skills in communicating through complete, accurate and neat workpaper schedules and other written and oral correspondence • Learns to apply accounting and auditing theory to client situations; prepares and indexes workpapers; performs various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters • Participates in various phases of audit, compilation, and review engagements, including budgeting, planning, workpapers, checklists, correspondence, financial statements and disclosures • Supervises entry-level audit associates and provides on-the-job training.
An Executive Audit Assistant performs high-level administrative duties for the Partners in the Audit Department as well as administrative support activities for multiple professional associates.
Essential Functions of the job include, but are not limited to, the following: · Provides primary administrative support to partners and professional staff for all client documentation and correspondence, reports, financial statements, presentations and filing requirements · Proofreads, edits, formats and processes financial statements · Demonstrates superior skills within the Firm’s standard software programs, including Microsoft Word, Excel, PowerPoint, Adobe, ProSystems, Engagement Plus · Maintains a complete working knowledge of all business operations and procedures performed within the department · Fielding and returning telephone calls, receiving clients, scheduling, word processing (typing and formatting correspondence and reports), filing, scanning, copying and faxing · Prepares billing and invoices as assigned on routine basis, ensuring deadlines are met · Participates in daily kitchen responsibilities, including loading and unloading dishwashers, cleaning counters, running dishwasher as needed.
Senior Managers are essentially partners-in-training and are involved in almost all areas for which partners are responsible. They exhibit technical proficiency and the ability to supervise and complete engagements, possess a thorough knowledge of the Firm’s policies and procedures, and serve as intermediaries between partners, clients and associates. Responsibilities include planning, executing, directing, and completing tax projects in a wide variety of industries. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger, multi-disciplinary clients. Previous experience in progressively challenging, relevant positions. CPA designation required.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Manages, directs and monitors multiple client service teams on client engagements • Plans, executes, directs, and complete tax projects in a wide variety of industries • Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise • Acts as a resource for tax preparers and audit associates on specific tax issues and/or questions • Assumes tax preparation responsibility for the more complex business returns • Works closely with partners and associates on client management • Plans the timing and assignment of staff to engagements • Participates in regular management meetings, assuming leadership for task forces and/or special projects as needed • Actively markets and cross-sells the various services provided by the Firm • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional service programs (i.e., CPE)
Managers are essentially partners-in-training and are involved in almost all areas for which partners are responsible. They exhibit technical proficiency and the ability to supervise and complete engagements, possess a thorough knowledge of the Firm’s policies and procedures, and serve as intermediaries between partners, clients and associates. CPA designation required.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Manages, directs and monitors multiple client service teams on client engagements • Provides primary and secondary review of complicated or complex tax returns • Performs technical tax review and approval of assigned tax returns and governmental tax examinations of any complexity • Prepares client billing • Manages tax research projects to achieve an accurate and efficient product • Plans the timing and assignment of staff to engagements • Maintains familiarity with qualifications of all tax associates under his/her supervision • Reviews work of associates under his/her supervision to ensure that a quality “product” is consistently delivered within established deadlines • Supervises tax associates and provides on-the-job training • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, and developing training aids.
Senior Associates can perform most engagements with little supervision. They direct and review the work of associates and are capable of making decisions on most accounting and tax matters. When unusual situations arise, they present the pertinent information to the engagement manager or partner and follow their advice. Senior Associates are responsible for organizing and coordinating clients’ tax data for the accurate, timely completion of individual and corporate income tax returns. CPA designation is highly desired.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Requests and reviews information submitted by client for completeness; meets with and/or communicates with clients regarding any questions or missing documentation • Possesses sufficient knowledge of tax regulations in order to answer clients’ questions • Prepares personal tax returns of various complexities • Prepares corporate, partnership and S Corp tax returns not requiring advanced expertise • Prepares amended tax returns not requiring advanced expertise • Prepares personal tax projections through the utilization of computer software • Responds to tax notices of any sort and does initial drafts of any related correspondence required • Performs tax research projects requiring minimal expertise • Prepares property tax refund forms, employee benefit plan tax returns, carryback returns for NOLs, and payroll tax returns • Prepares tax accruals as may be required in preparing corporate tax returns • Possesses the technical knowledge sufficient to train and supervise entry-level associates • Maintains accountability for the effect of his/her work and time management on the profitability of each engagement assigned.
Senior Associates can perform most engagements with little supervision. They direct and review the work of associates and are capable of making decisions on most accounting and tax matters. When unusual situations arise, they present the pertinent information to the engagement manager or partner and follow their advice. Senior Associates are responsible for organizing and coordinating clients’ tax data for the accurate, timely completion of individual and corporate income tax returns. CPA designation is highly desired.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Requests and reviews information submitted by client for completeness; meets with and/or communicates with clients regarding any questions or missing documentation • Possesses sufficient knowledge of tax regulations in order to answer clients’ questions • Prepares personal tax returns of various complexities • Prepares corporate, partnership and S Corp tax returns not requiring advanced expertise • Prepares amended tax returns not requiring advanced expertise • Prepares personal tax projections through the utilization of computer software • Responds to tax notices of any sort and does initial drafts of any related correspondence required • Performs tax research projects requiring minimal expertise • Prepares property tax refund forms, employee benefit plan tax returns, carryback returns for NOLs, and payroll tax returns • Prepares tax accruals as may be required in preparing corporate tax returns • Possesses the technical knowledge sufficient to train and supervise entry-level associates • Maintains accountability for the effect of his/her work and time management on the profitability of each engagement assigned.
An Executive Tax Assistant performs high-level administrative duties for executive management in the Tax Department. They also provide primary administrative support to partners and professional staff for all client documentation, reports, and filing requirements.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Client Communications • Scheduling • Time entry • Mail handling • Travel arrangements • Meeting coordination • Calendar maintenance • Tax return processing and filing • Special projects and billing support • Creates and edits complex client engagement documents, reports, presentations or forms from limited information with minimal guidance • Proofreads and edits work of professional staff upon request • Prepares financial statements, correspondence, reports, proposals and marketing materials.
Our Jupiter Family Office is seeking a Senior Accountant for our fast-growing practice. The role requires a high-energy, experienced professional with great interpersonal skills, flexibility, and exceptional organizational skills. Prior family office or public accounting experience, along with your CPA license is strongly preferred.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following:
Accountable for full accounting cycle, i.e., proper posting of all financial transactions to general ledger, general ledger maintenance, generation/posting of all journal entries, monthly close, and preparation of financial reports • Oversee the accounting functions for families that includes accounts payable, ensuring accurate legitimate invoices and payments are processed in a timely manner • Gather and examine the financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions • Prepare periodic account reconciliations including bank and personal investment accounts • Monitor quality, verify information, and check accuracy of own work • Demonstrates a high level of technical proficiency • Prepare monthly/quarterly financial packages for clients with related workpapers • Assist with the preparation/review of financial statements, tax return, and portfolio reports • Staying up to date with current technical developments and pending issues crucial to the client and firm • Carry out special projects and other duties as assigned
Skills and qualifications: • Accounting and bookkeeping • Analytical skills • Reporting skills • Attention to detail • Confidentiality • Accuracy • Ability to work independently
Technical Skills: • Advanced skills in Excel • QuickBooks
The Accounts Payable Clerk will be responsible for monitoring the outflow of capital for the Family Office group.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: • Receiving and verifying expense reports • Reconciling expense and other financial reports with account balances and other office records • Facilitating payment of vendors, which may include verification of federal ID numbers, reviewing purchase orders, and resolving discrepancies • Ensuring outstanding obligations are credited upon payment • Identifying discount opportunities, and issuing purchase order amendments or stop-payment orders as needed • Assisting with accounting records and ledgers by reconciling monthly statements and transactions • Scanning, mail processing • Updates job knowledge by participating in educational opportunities • QuickBooks experience is a plus.
A career in our Transaction Services practice offers the opportunity to perform financial due diligence on mergers & acquisitions and other capital market engagements. We help Lower-Middle Market companies realize value in transactions. Through data driven insights and analysis we help our clients, ensuring maximum value for their company. Our team assist with both buy-side and sell-side due diligence, as well as sell-side mandate engagements. As part of the team, you will help us provide our clients peace of mind by analyzing and validating all the financial and strategic assumptions in an underlying transaction.
As a Supervisor, you’ll work with a team to analyze and solve complex business issues. Professional skills and responsibilities for the role include but are not limited to: Use feedback and reflection to develop self-awareness, personal strengths and address development areas • Work with shared services to provide stretch opportunities and coach to help deliver results • Develop new ideas and propose innovative solutions to problems • Use a broad range of tools and techniques to extract insights from current trends in business area • Review your work and that of others for quality, accuracy and relevance • Communicate regularly with clients, keeping them up to date on project/deal developments.
A career in our Transaction Services practice offers the opportunity to perform financial due diligence on mergers & acquisitions and other capital market engagements. We help Lower-Middle Market companies realize value in transactions. Through data driven insights and analysis we help our clients, ensuring maximum value for their company. Our team assist with both buy-side and sell-side due diligence, as well as sell-side mandate engagements. As part of the team, you will help us provide our clients peace of mind by analyzing and validating all the financial and strategic assumptions in an underlying transaction.
As a Senior Associate, you’ll work with a team to analyze and solve complex business issues. Professional skills and responsibilities for the role include but are not limited to: Use feedback and reflection to develop self-awareness, personal strengths and address development areas • Work with shared services to provide stretch opportunities and coach to help deliver results • Develop new ideas and propose innovative solutions to problems • Use a broad range of tools and techniques to extract insights from current trends in business area • Review your work and that of others for quality, accuracy and relevance • Communicate relevant insights to clients.
Our Finance dept. is looking for an Accounts Receivable
Associate/Assistant to support the team with the overall responsibility of
assisting the Firm’s billing/collection activities on an on-going, daily basis. Reports to the Finance Supervisor (Boca or
Sunrise office)
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: · Assist with billing/collections procedures to ensure Firm wide compliance · Maintains accurate client records within the Firm’s client database (STAR); keeps track of name changes, address changes, and mailing attentions for all clients; relays this information to the appropriate personnel · Database management – make changes to client profiles as needed/requested · Performs other duties and assists in special projects as requested · Provides various administrative assistance in daily operations as requested Billing Responsibilities: · Ensure automatic retainer billing is set up according to client engagement letters · Meet with account managers on a regular and on-going basis to ensure billing is being completed timely · Create invoices on an as needed basis according to direction received from account managers/partners · Maintain/Review · Billing control log (Edit List) and follow up with Staff & Partners until completion · Deliver invoices to clients based on Firm policies Collection Responsibilities: · Monthly and as needed/requested – reports and client contact · Process credit card and eCheck payments · Record cash receipts – provide backup to Finance Supervisor as needed
We’re searching for a highly qualified marketing coordinator to work closely with our Marketing Director. From day one, this individual will contribute to existing marketing programs, while assisting with the development of new initiatives aligned with company and client goals. The ideal candidate will have prior experience with a wide range of marketing functions, including communications, advertising, branding, digital marketing, and social media. The marketing coordinator must be an organized multitasker able to
handle many diverse projects at once and meet tight deadlines.
ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: · Assist in the development and implementation of the company’s brand strategy · Ensure all marketing efforts serve to achieve immediate and long-term business goals, identifying and executing improvements for processes, content, and lead generation · Prepare marketing activity reports and metrics for measuring program success · Provide market research, forecasts, competitive analyses, campaign results, and consumer trends · Plan and manage meetings, events, conferences, and trade shows by identifying, assembling, and coordinating requirements, establishing contacts, developing schedules and assignments, and coordinating mailing lists · Support the Marketing Director in evaluating and establishing the marketing plan and strategy by assembling and analyzing sales forecasts, setting objectives, planning and organizing promotional presentations, and updating calendars
Skills and Qualifications: 1-2 years’ experience in marketing/brand management in a professional services environment · Knowledge of traditional and digital marketing, content marketing, and social media marketing · Experience with research using data analytics software · Excellent writing, communication, and presentation skills · Working knowledge of HTML and design and email software · Ability to manage multiple priorities · Knowledge of all social networking platforms
