Tax Assistant Salary in Miami, FL

A Florida business law firm seeks a Legal Assistant for their Banking & Finance Team in their Miami office. The Banking & Finance Team represents business clients in all aspects of corporate, securities, real estate, financing, technology, aviation, wealth preservation and tax matters.ResponsibilitiesPrepare and submit of matter opening forms.Do conflict checks and engagement letters.Create and close binders on PDF and paper.Type, proofread, format, and edit correspondence, pleadings, memoranda, agreements, and other legal documents under time-sensitive deadlines.Scan, save, and file documents from clients into iManage.Prepare expense reimbursements.Interact with attorneys and staff to gather necessary information to assist in the file opening process.Provide support to legal assistants, paralegals, and attorneys.iManage filing.Work on other tasks as assigned.Education, Experience, SkillsAssociate degree in related area.At least three years of experience as a legal assistant is a plus in the area of commercial real estate.Working experience doing conflict checks and engagement letters, creating and closing binders.Knowledge of legal real estate terms.Working experience with DocsPDF and redline, keeping track of different versions.Excellent verbal and writing communication skills.Proficiency in proofreading legal documents.Excellent interpersonal and customer service skills.Advance knowledge of administrative and clerical procedures and systems.Proficiency with Microsoft Office Suite and PDF Docs.Detail oriented.Excellent organizational and follow up skills.Benefits: PTO, Holidays, 401K, 401(k) matching, Medical, Dental, Vision, Supplemental Health Benefits, Employee Assistance Program, Flexible Spending Account, Health Savings Account, Referral Program.Beacon Hill Staffing Group is an EEO Employer.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com .We look forward to working with you.Beacon Hill. Employing the Future™

SUMMARY OF FUNCTIONS:The Credit Administration Assistant will be responsible for preparing loan portfolio reports and serve as a back-up to the closing specialist and review loan documentation packages for accuracy before processing the corresponding loans.Additionally, the individual will underwrite credit requests and prepare a credit analysis report on domestic and foreign loans. Initially, the employee will be assigned basic loan requests that represent minimal risk to the Bank and as the employee progresses in mastering the credit underwriting function, the junior analyst will engage in preparing analysis of higher complexity. The employee is expected to reach a full knowledge of credit underwriting before being promoted to the next level position. The employee is expected to study the Bank's loan policies and follow these guidelines when exerting the functions. The incumbent is expected to cross-train and learn other duties managed by the credit departments as assigned by the supervisor.PRINCIPAL DUTIES: A. Prepares on a monthly, quarterly, or annual basis a variety of reports submitted to Head Office, Management, and RegulatorsB. Serve as a back-up to the closing specialist and review loan documentation packages for accuracy before processing the corresponding loans.C. Prepares credit analysis reports for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for domestic and foreign corporations and individuals. To accomplish this function, the analyst will:o Gather and maintain financial information up to date on current and prospective customers along with monitoring current events relating to the Bank's loan portfolio.o Verify that the required audit level for financial information submitted by the borrowers conforms to Bank's policy.o Spreads into the corresponding programs the financial statements and/or tax returns submitted by the borrower or prospect client.o Analyzes financial ratios derived from the spreading of the financial informationo Review the comparative spreads of borrower's and peer group's ratios and draw appropriate conclusions.o Run and analyze appropriate credit reference reports such as Tri-Merge credit reports, DNB, and any other available credit reports.o Run and analyze background check reports such as OFACS, Google search, county records and any other available public site.o Assign the corresponding NAICS code to the borrower's business and study the industry in which it operates.o Requests and reviews credit references from other Lenders and other available informational sourceso If applicable, for CRE loans, confirm the Bank's collateral position by researching county and state's sites to ascertain that no liens precede the Bank approved position.o Provides preliminary assessment as to whether a proposed or existing loan is within established credit policy guidelines.o Prepares credit analysis reports by presenting facts and offers reasoned opinions in respect to the credit condition of the applicants/borrowers being reviewed.o Prepares Power Points to present credit proposals to the Credit Committee.D. Prepares industry and market analysis for the borrowers and industries in which the Bank extends creditE. Prepares Country Analysis Risk Reports

Client RecruitingAs a value added service to our clients, we provide assistance with Recruiting services. This position is for one of our clients in the Greater Fort Lauderdale Area.Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States.We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.The Administrative Assistant will provide administrative support to the management team and other senior staff.Responsibilities? Provides administrative support and assistance to the management team and other senior staff.? Performs clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents for senior staff.? Arranges travel and accommodations for executives.? Schedules and attends meetings on behalf of executives, taking notes and recording minutes.? Receives incoming communication or memos on behalf of senior staff, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff.? Performs office tasks including maintaining records, ordering supplies, and performing basic bookkeeping.? Performs additional duties as assigned by executives.? Performs other related duties as assigned.Required Skills/Abilities:? Excellent verbal and written communication skills.? Excellent organizational skills and attention to detail.? Excellent time management skills with a proven ability to meet deadlines.? Ability to function well in a high-paced and at times stressful environment.? Extensive knowledge of office administration, clerical procedures, and recordkeeping systems.? Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.Education and Experience:? High school diploma required; Bachelor's degree in Business Administration or related field preferred.? At least four years of related experience working in an Admin Support role

Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.Summary:As the Vice President of Client Services, you will play a pivotal role in creating, developing, and managing Corient's front-office services and enhancing the overall client experience. Your primary responsibility will be to discern and understand the unique needs and requirements of our clients, both immediate and long-term, and to strategically align our company's capabilities to fulfill those needs. You will be instrumental in driving enterprise growth goals by delivering exceptional client solutions and fostering lasting partnerships.Responsibilities:Drive enterprise growth through enhancing Corient's value proposition, supporting new client acquisition, developing new revenue opportunities, and deepening client relationships to support retention.Effectively manage competing priorities, translate ambiguity, and thrive in a dynamic, rapidly changing environment.Develop a deep understanding of clients' implicit and explicit needs to tailor solutions accordingly.Navigate complex stakeholder matrices to ensure seamless delivery of client solutions.Lead and inspire cross-functional teams to deliver innovative solutions that exceed client expectations.Identify and recommend improvement opportunities for existing solutions.Lead and support development and launch of new solutions, such as Retirement Plan Services,Banking and Lending Solutions, or other potential opportunities.Oversee business operations for Client Solutions (budgeting, data & analytics, org. design).Develop and prepare ad-hoc reports and presentation materials as needed.Provide management support and guidance across our existing solutions, including:Traditional Investments (Equities, Fixed Income, Cash, Values-aligned investing)Wealth Planning and Wealth Transfer PlanningFamily Office Services (Tax Planning and Compliance, Trust Services, Personal CFO Services)Education, Skills, and Experience Requirements:Master's degree in business administration, finance, or related field required.Minimum of ten (10) years demonstrated success managing complex client relationships.3+ years at a Big 3 firm (McKinsey, BCG, Bain) at the engagement manager or equivalent level desired.Exceptional consultative abilities and excellent interpersonal skills with executive-level clients and colleagues.A change agent with solid problem-solving skills.Strong data focus with a proven track record of leading data-driven decision-making strategies.Collaborative approach with the ability to work effectively in cross-functional teams.Experience working within the wealth management or financial services industry preferredU.S. Eligibility RequirementsMust be 18 years of age or older.Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.What You Can Expect From UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:Flexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer daysWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.We are an equal-opportunity employer and value each person's unique background, diversity, experiences, perspectives and talents. All candidates will be recruited, and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis It is prohibited by law.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.Administrative Assistants working onsite at our client are responsible for general office support, including but not limited to:• Managing travel & expenses, including making travel arrangements and processing expenses for team members• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors• Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer serviceQualifications• Proficiency in Word, Excel, PowerPoint and Outlook required• Bachelor's Degree preferred but not required Finance, Economics, Business or related field• A minimum of 2 years of work experience in a professional corporate environment• New graduates who have a desire to be in the financial services industry are also encouraged to apply• Strong written and verbal communication skills• Enjoys working in a team environment• Polished communication skills• Ability to multi-task and work in a fast paced environment• Business professional environment and attire• Possess critical thinking skills and good judgment• Displays personal pride in work, always striving to do his/her best• Chooses to always operate with integrity and transparency

We are seeking a senior accountant to join our client's team in North Miami. This role offers a hybrid schedule. ResponsibilitiesVerify, allocate, post and reconcile accounts payable and receivableProduce error-free accounting reports and present their resultsAnalyze financial information and summarize financial statusSpot errors and suggest ways to improve efficiency and spendingProvide technical support and advice on management accountant Review and recommend modifications to accounting systems and proceduresManage accounting assistants and bookkeepersParticipate in financial standards setting and in forecast processProvide input into department's goal setting processPrepare financial statements and produce budget according to scheduleAssist with tax audits and tax returnsDirect internal and external audits to ensure compliancePlan, assign and review staff's workSupport month-end and year-end close processDevelop and document business processes and accounting policies to maintain and strengthen internal controlsEnsure compliance with GAAP principlesRequirements and skillsThorough knowledge of basic accounting proceduresIn-depth understanding of Generally Accepted Accounting Principles (GAAP)Awareness of business trendsFamiliarity with financial accounting statementsExperience with general ledger functions and the month-end/year-end close processHands-on experience with accounting software packages, like FreshBooks and QuickBooksAdvanced MS Excel skills including Vlookups and pivot tablesAccuracy and attention to detailAptitude for numbers and quantitative skillsBS degree in Accounting, Finance or relevant

Looking For A Career With Stability That Offers A Progressive Career Path?GET STARTED WITH IDEAL TAX!!14+ Years in BusinessRated A+ with the BBB (Better Business Bureau)Family Owned & Operated REMOTE POSITION TO SERVICE OUR CLIENTS ON THE CENTRAL TIME ZONEIdeal Taxis a leader in the tax resolution industry. We were established with the idea of helping clients who are suffering through a tax debt issue, easing the stress and anxiety that comes with serious tax problems, and providing dedicated and comprehensive professional representation in defense of taxpayer rights. We are licensed to provide tax resolution services to 47 states.We are looking to bring on a RemoteCustomer Service Traineefor our Servicing department. In this role you will be able to receive hands-on-training to prepare you for your new career path!!Upon successfully completing the training program you have the potential to promote into a Senior Customer Service role, increasing your hourly earning potential as well as allowing you to participate the monthly incentive program.REQUIRED QUALIFICATIONS INCLUDE:2 years in an Administrative and/or Customer Service rolePrefer remote workexperienceExcellent Customer Service and Communication skills (written & verbal) skillsA strong multitasker with superior organizational skillsPositive Personality and Friendly dispositionProficient Computer skills/Microsoft Office SuiteTeam player with a strong work ethicSelf-Motivated, Willingness to learn & growMust be reliable and dependableWhat we are offering you:Earn monthly performance incentivesHealth Insurance (Medical/Dental/Vision - we pay 50% of employees monthly premiums)401K with company matchPaid Time Off (Vacation, Sick, Holiday)Career Growth OpportunitiesWe promote a positive and fun work life culture/balance.Strong family-oriented vibe and values