Tax Compliance Officer Salary in Florida, USA

Strategic Business Support:Drive digitization and automation of financial planning and accounting processes.Strategic reporting and drive enriched data to sales/operations.Compliance. Review and validate compliance processes to ensure adherence to federal and state financial regulation.Financial Functions:Responsible for all accounting functions - month to month.Tax and fiscal compliance. Financial and strategic planning to allow for best future growth platform.Corporate finance project management.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.You will be a proven CFO with experience scaling a company within the FinTech space. You will have lead all finance, Accounting and legal compliance and be a proven partner to a senior leadership team. You will have a minimum of ten(10) years experience with a preference for some time within an international/ Non US headquartered company.You will be Florida based or be willing/able to relocate to our client based in Spring Lakes, Florida.

Position Title: Compliance OfficerDate: Apr 9, 2024Location: Tortola, VGCompany: Popular BankAt Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds. Are you ready for a rewarding career? Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular. Come and join our community!Region LocationsTortola, BVIGeneral DescriptionOversees compliance of established policies and procedures in accordance with federal and state laws, and regulations.Essential Duties and ResponsibilitiesExamines established policies, procedures, and practices to ensure compliance with applicable laws and regulations. Stays abreast of changes to federal and state banking laws and regulations affecting the management, operations, and product offerings. Coordinates with legal counsel and operating departments to ensure adherence to laws and regulations related to new or revised products and services offerings. Oversees the revision, preparation, and dissemination of new and updated compliance standards and procedures. Coordinates, supervises, and supports compliance-related programs, such as compliance training, compliance testing and reporting, disaster recovery, contingency planning, and records warehousing and destruction. Manages and analyzes cases of potentially suspicious activity from the automated monitoring system. Interacts with branch personnel regarding unusual activity to determine if an appropriate resolution can be reached. Arranges compliance audits and communicates audit results and recommendations. Supervisory Responsibilities:This job has no supervisory responsibilities.EducationBachelor's Degree in Business AdministrationExperienceAt least three to five years related experience in compliance, preferably in banking industry.Certifications / LicensesNo certifications or license needed.ValuesPassion for PeopleSucceed TogetherOwn Every MomentBuild the FutureAdditional RequirementsThe information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. If you have a disability and need assistance with the application process, please contact us at [email protected]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide reasonable accommodations. Any other correspondence will not receive a response. As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events. If you are a California resident, please click here to learn more about your privacy rights. . Popular is an Equal Opportunity EmployerLearn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.Connect with us!LinkedIn | Facebook | Twitter | InstagramJob Segment: Compliance, Legal PI240231000

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Sales Tax Compliance Analyst to join our State and Local Tax (SALT) team.YOUR TEAM. This position will support our National Tax team, which in turn supports the firm's broader tax practice. The right candidate will assist with the compliance team, which is a specialized group that helps ensure clients meet their tax compliance requirements. Team members enjoy a rewarding career in a broad range of technical industries. WHY COHNREZNICK?At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to:Assist clients in registering for sales and use tax accounts in jurisdictions across the USAssist in onboarding process for new sales tax compliance clients, including set-up of returns software and internal technology tools to manage processInteracting with clients to gather data required to prepare and file sales & use tax returnsPreparing and reviewing returnsE-filing sales & use tax returnsMonitoring engagement metrics, billing and updating online reportsAttending internal and external conference calls as neededAssisting with documentation analysisYOUR EXPERIENCE. The successful candidate will have:2+ years of Sales & Use tax compliance experienceIntermediate user of MS Office (Excel, Word, Outlook)Strong analytical and reasoning skillsExcellent communication (verbal & written) skills, along with the ability to build and maintain a strong relationship with both firm and client personnelStudies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.#LI-AC1 #CB /*generated inline style */

Non-profit in Miami seeks CFO to be an integral part of the leadership team. The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance and management. ResponsibilitiesCreate and present financial and tax strategy recommendations to CEOSupport the financial planning and analysis effortsOversee cash flow, cash management, working capital, and company auditsPrepare financial statements and reportsEnsure legal compliance on all financial functionsManage relationships with banksQualificationsStrong finance-based analytical skills7 - 10 years' of finance experienceCPA or MBA preferred but not required

Serotonin Enterprises LLC is an innovative franchisor in the health, wellness, medspa industries, currently expanding nationwide, nearing 100 locations committed in development. We specialize in promoting Health Optimization in a concierge style center through a scalable franchise model and are seeking a Chief Financial Officer (CFO) who is adept at navigating the complexities of franchise finance during this period of rapid expansion.KEY RESPONSIBILITIES:Strategically expand financial operations to support of franchise centers, leveraging financial technologies. Utilizing platforms such as QuickBooks and DaVinci, RedShift for optimal scalability.Manage the accurate and timely accounting and reporting across all franchise operations, ensuring that financial systems are robust and compliant.Administer vendor rebate programs and ensure that they are integrated into financial planning accurately.Oversee the preparation and compliance of the annual Franchise Disclosure Document (FDD) audit, adhering to franchise laws and regulations.Direct the strategic financial oversight of franchisees to ensure their profitability and compliance within our franchising model.Lead the finance team in maintaining stringent financial policies and procedures that support operational scalability and compliance with multi-state sales tax and nexus laws.Conduct financial modeling and risk management to navigate financial challenges and opportunities effectively.Oversee Franchisee Back Office bookkeeping service.Ensure strict compliance with financial and franchise laws, including handling state-by-state sales tax and navigating nexus complexities, to protect the company against potential financial and legal risks.QualificationsStrong finance-based analytical skills7 - 10 years' of finance experienceCPA or MBA preferred but not requiredProven expertise in managing financial software such as QuickBooks and DaVinci.In-depth knowledge of franchise financial laws and experience managing FDD audits.

Company DescriptionTrog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Florida. We invest across various asset classes, including public equities, real estate, private equity, fixed income, and venture capital. Our team consists of serial entrepreneurs, operators, and investment professionals with experience in founding and building companies valued at over $1 billion combined. In addition to our investment management functions, Trog Hawley Capital provides a full suite of back-office services, including private banking, private trust services, tax compliance work, expense management, and bookkeeping.Role DescriptionThis is a full-time on-site role for an Investment Analyst at our West Palm Beach, FL location. The Investment Analyst will be responsible for conducting research, analyzing investments, financial modeling, portfolio management, and supporting the investment team in various tasks. You will prepare various management reports, assist in evaluation and analysis of financial information, and support the day-to-day administrative activities of the Company. The Investment Analyst will report to the Chief Investment Officer, who will assist in training and provide ongoing support and supervision.Major Responsibilities• Daily maintenance of third-party investment reporting system• Weekly, monthly, and quarterly private investment updates• Monitoring portfolio positions and placing trades with approval of Portfolio Manager• Preparation of quarterly investment materials to be distributed to investors• Assist in the research and evaluation of both public and private investment opportunities• Preparation of equity research reports• Financial modeling and market research for private investments• Independent investment idea generation• Ad hoc reporting and analysis as required by managementQualificationsNo more than three years of work experience following completion of undergraduate programStrong analytical skills and attention to detailExperience in finance and portfolio managementProficiency in financial modelingKnowledge of investments and financial marketsBachelor's degree in Finance, Economics, or related fieldExcellent written and verbal communication skillsAbility to work independently and as part of a teamExperience in private equity or venture capital is a plusCompensationCompetitive compensation, commensurate with experience and skillset. Generous benefits package includes medical, dental, and vision along with FSA, 16 days PTO, and 401(k) plan with matching contributions.***Please submit resumes in PDF format.

Essential Duties and ResponsibilitiesCustomer Engagement:Serve as the Focal point of Contact for customers' comprehensive banking services and needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exchanges services.Gain a full understanding of the customer's:Nature of business and business modelBusiness strategy and long-term objectivesBusiness requirementsIndustry trends Risk factorsFinancial ConditionDevelop and execute a Relationship Development Plan tailored to each customer's needs and update it at least annually. The plan should include a comprehensive analysis of the business, market and industry, business requirements, potential banking products & Services to supplement or complement and the execution timeline.Negotiate terms and conditions, including but not limited to: pricing and fee for loans, deposits and other banking services on terms acceptable to the Bank. Communicate pricing strategy with respective Portfolio Management units in written document form.Establish effective communication channels with underwriters, branch personnel, treasury management services and other bank employees to ensure high quality customer experience.Business Development:Meet or exceed assigned Deposit, Loan, Fee Income Production Goals.Meet or exceed assigned Partner Referral Goals.Meet or exceed assigned New Customer Relationship Goals.Develop a and Execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships.Proactively solicit new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists.Actively engage in networking opportunities/events for target industries to help raise brand awareness of the Bank and to identify prospective customers.Work closely with the Treasury Services Team to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs.Proactively update status of all business leads and deals on the Bank CRM.Participate in the Bank's sales training program(s) to continue develop sales and business development skills.Credit:Prepare a complete credit package for underwriting, which includes, but not limited to: completed application, tax returns, financial statement, legal entity documents and any other pertinent business and/or property information.Analyze financial and related data to determine the general credit worthiness of Commercial customer/prospects and the merits of specific credit requests.Collaborate with underwriting to identify credit risks and recommend appropriate credit structure.Presents credit requests to loan committee for approval.Portfolio Maintenance and ManagementGenerally, handles loan relationships with aggregate exposure up to $25M and portfolios up to $150M.Expand and Retain existing relationships to maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products.Investigate and follow up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary.Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations.Monitor payment performance of the loan portfolio and contact the customer for any delinquency related follow up.Ensure timely communication with borrowers, loan officers, portfolio managers and credit administration.Enterprise Risk Management:Comply with all applicable enterprise risk management requirements and documentation including AML/OFAC.Monitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers.Coordinate as a point of contact in communication with the customers to fulfill KYC requirements and other inquiries form the AML/OFAC team.Report any suspicious activities to the AML/OFAC Department.Complete all required Compliance Training prior to assigned due dates.Assist in conducting due diligence requested and compliance requirements. Other Duties: Mentor junior Relationship Managers and Business Development Officers.in various internal committees assigned by senior management.other assigned duties.Job Qualifications/RequirementsBusiness Development:Ability to generate new business through a consultative sales approach.Ability to close sales without relying solely on interest rates.Ability to originate challenging and complex C&I Loans.Credit and Portfolio Management:Thorough knowledge of bank's credit policy & procedure and underwriting guidelines.Ability to analyze and organize financial information and perform complex financial calculations.Ability to structure the loans according to the customer's needs and the bank's underwriting guidelines.Ability to present the loans to various credit approving authorities within the bank.Ability to close approved loans and to support loan servicing, including collecting updated financials and collection. Ability to respond effectively to the most sensitive inquiries or customer complaints. Communication and Presentation:Excellent interpersonal, written and verbal communication and presentation skills.Ability to make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members.Present a professional image in dealing with customers, interdepartmental and external representatives.Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Other:Minimum 7+ years' experience in banking.Excellent organization skills and ability to handle and prioritize multiple tasks.Detailed knowledge of banking regulations and laws; compliance documentation, and reporting requirements.The salary range for this full-time position is $195,000 - $215,000 + bonus + benefitsSalary ranges are determined based on qualifications, level, and location.Exact compensation may vary based on your skills and experience.Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

Chief Operating Officer (COO) - Law FirmSalary: $250k - $350k base (negotiable), plus bonus Location: Miami, FL (with occasional travel to other office locations)Duties and ResponsibilitiesOversees and directs all management functions, including financial management, personnel, information services, facilities management, and administrative policies and procedures. Direct, administer, and coordinate the activities of the Finance, Accounting, Billing, Records, Business Intake, Facilities, Legal Support Services, and IT Departments to maximize the firm's performance.Suggest and implement departmental policies, goals, objectives, and procedures, conferring with the Firm Managing Partner, Executive Committee, Practice Group leaders, and others as necessary.Determine operational staffing requirements and coordinate the hiring and training processes with the Firmwide Office Administrator, Director of Human Resources, Directory of Attorney Recruiting, and Office Administrators to ensure compliance with the firm's goals and objectives.Negotiate specific contracts or agreements with vendors and other obligatory commitments.Review and analyze periodic performance reports and draft and implement firm directives and guidelines as needed.Responsible for developing, analyzing, assessing, and achieving overhead budgets and capital projects with the Chief Financial Officer.Direct and coordinate financial and budget activities to ensure available funding to support firm growth, maximize investments, and increase efficiency.Evaluate and advise on the impact of long-range planning, the introduction of new programs/strategies, and regulatory action that reflects and follows the firm's strategy and plans as set forth by the firm's leadership.Negotiate lease terms and manage construction buildouts and office space relocations.Perform special projects as needed to meet the firm's goals and objectives.Accounting/FinanceProvide support, guidance, and leadership to the Chief Financial Officer in financial management, including planning, forecasting, budgeting, variance analysis, profitability analysis, financial reporting, general ledger accounting, billing and collections, cash flow control, banking relationships, investment, tax planning, tax reporting, trust accounting, payroll, pension plans, and other financial management functions. Driving firm's benchmarks for accounts receivables.Review financial statements and other performance data to measure productivity and goal achievement in determining areas requiring cost reduction and program changes or improvement.Provide leadership in continuously evaluating short and long-term strategic financial objectives and goals that align with the firm's expectations and planning.Provide relevant and timely analysis of budgets, financial trends, and forecasts to firm and Practice Group Leadership.Provide recommendations to strategically enhance financial performance and business opportunities and maintain financial reporting integrity and compliance with federal, state, and local regulatory laws and rules for financial and tax reporting.Instill and enforce adequate financial internal controls through business structures and policies.Drive annual budget and process to reflect business plans and current momentum.TechnologyProvide support, guidance, and leadership to the Chief Information Officer to achieve optimal operational and technical capacities for the firm assets and evaluate technical needs necessary to support output maximization and growth.Review recommended new technologies, assess impact, and offer executive support to the Chief Information Officer accordingly.Marketing and Business DevelopmentWork closely with the Director of Marketing to recommend, develop, implement, and monitor Firm practice groups, individual marketing, and business development plans and initiatives. Additional ResponsibilitiesOther responsibilities include seeing that firm policy is carried out or complied with, assisting other departments in forecasting personnel and financial needs, accelerating cash receipts and controlling disbursements, overseeing bank balances, maintaining lines of credit and banking relationships, recommending investment vehicles and coordinating cash needs with investments, establishing and maintaining credit and collection procedures, controlling profit-sharing records, and evaluating and implementing computerized accounting systems.QualificationsBachelor's degree in business administration. MBA preferred.Minimum ten years of experience in a leadership or executive management role. Knowledge of business and management principles involved in strategic planning, resource allocation, leadership techniques, and economic and accounting principles and practices.

Overview: We are seeking a skilled and detail-oriented Personal Controller - Family Office to provide comprehensive financial oversight and control for an Ultra High Net Worth Business Owner as they begin to establish their family office. The successful candidate will be responsible for managing the owner's personal assets and business matters with precision and efficiency, ensuring financial stability and compliance.Responsibilities:1.Financial Oversight:Oversee all financial activities related to the owner's personal affairs and business ventures, including budgeting, cash flow management, and financial reporting.Develop and implement robust financial controls and procedures to safeguard assets and mitigate risks.Monitor financial performance against established benchmarks and objectives, identifying areas for improvement or optimization.2.Accounting and Reporting:Maintain accurate and up-to-date accounting records for personal and business transactions, adhering to generally accepted accounting principles (GAAP) and regulatory requirements.Prepare monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow statements, for the owner's review.Conduct variance analysis and provide insights into financial trends, anomalies, and potential risks.3.Internal Controls and Compliance:Establish and maintain effective internal controls to ensure the integrity of financial information and prevent fraud or misappropriation of assets.Ensure compliance with tax regulations, reporting requirements, and other legal obligations at the local, state, and federal levels.Coordinate with external auditors and tax advisors to facilitate audits and reviews, addressing any findings or recommendations promptly.4.Business Support:Provide financial guidance and support for the owner's business interests, including startups, acquisitions, and investments.Collaborate with business managers and advisors to evaluate financial feasibility, conduct due diligence, and facilitate transactions.Monitor performance metrics and key performance indicators (KPIs) for business ventures, identifying areas for improvement or growth.5.Confidentiality and Discretion:Maintain the highest level of confidentiality and discretion when handling sensitive financial information and personal matters.Uphold ethical standards and integrity in all interactions and decisions.Qualifications:Bachelor's degree in Finance or AccountingProven experience in a similar role, preferably supporting Ultra High Net Worth individuals or family offices.In-depth knowledge of accounting principles, financial reporting standards, and internal controls.Strong analytical skills with the ability to interpret complex financial data and identify trends or anomalies.Proficiency in financial software and tools.Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.High level of integrity, professionalism, and discretion.Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.