Staff Accountant

Location: Winter Park / Orlando, FL
Target Compensation: $65K - $80K
Hybrid Role

We’re seeking a detail-oriented Staff Accountant to join the team in Winter Park, FL. This hybrid position will support day-to-day accounting operations, including accounts payable, cash entries, bank reconciliations, month-end close, journal entries, and asset management.

The Staff Accountant will also collaborate across departments and office locations to ensure accurate, timely financial reporting and participate in ongoing Workday implementation initiatives.

The Role:

• Process and manage accounts payable transactions.
• Record and reconcile daily cash entries.
• Perform monthly bank reconciliations.
• Support month-end close procedures.
• Prepare and post journal entries.
• Maintain asset management records and process related entries.
• Review employee expense reports for accuracy and compliance.
• Prepare balance sheet reconciliations.
• Collaborate with other departments and office locations to support consolidation of financial statements.
• Perform day-to-day accounting functions within Workday.
• Participate in Workday implementation projects, testing, and process improvements.
• Maintain accurate financial records in accordance with company policies.

Qualifications:

• Bachelor’s degree in Accounting required.
• 1 - 2 years of relevant insurance accounting experience.
• Experience with accounts payable, reconciliations, journal entries, and month-end close.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Excel and accounting software.
• Ability to work collaboratively across departments.

Preferred Experience:

• Workday or similar ERP experience.
• Experience or exposure to Applied Epic.
• Experience with system implementations, testing, or process improvements.
• Experience supporting financial statement consolidation.

#LI-JW3

Sr. Reinsurance Accountant

About the Opportunity

A leading insurance carrier is seeking a Senior Reinsurance Analyst to support reinsurance accounting, reporting, analysis, and financial close activities within a property & casualty insurance environment. This role will work closely with reinsurers, brokers, auditors, and internal stakeholders while helping ensure accurate reporting and compliance with GAAP, statutory requirements, and internal controls.

This is a 100% in-office position in either Chicago, IL, New York, NY, Los Angeles, CA, Omaha, Nebraska, or Richmond, VA.

Key Responsibilities

• Perform reinsurance accounting, analysis, reconciliations, and journal entries supporting monthly, quarterly, and year-end close.
• Prepare and analyze reinsurance reports, financial schedules, and ad hoc reporting for management.
• Coordinate reporting and account activity with reinsurers and intermediaries.
• Serve as a key contact for claim reporting, coverage questions, and collections.
• Support statutory and supplemental financial reporting requirements.
• Partner with Reinsurance Operations and other internal teams on reinsurance-related accounting matters.
• Work with internal and external auditors and support SOX compliance.
• Identify opportunities to improve processes, controls, and efficiency within reinsurance accounting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years of accounting experience, with reinsurance accounting experience strongly preferred.
• Property & casualty insurance experience preferred.
• Strong knowledge of reinsurance account processing and accounting.
• Excellent analytical, problem-solving, organizational, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong Excel and Microsoft Office skills; experience with accounting or reinsurance systems is a plus.
• Experience with reinsurance treaties preferred.
• CPA is a plus.

Compensation & Benefits

• $115K – $140K base salary
• Annual performance-based bonus
• Comprehensive benefits package including health, dental, vision, 401(k) match, PTO, and professional development opportunities.

#LI-ET1

Associate Director, Tax Accounting

Our client, a well-established organization within the insurance and financial services industry, is seeking an Associate Director, Tax Accounting to join its growing tax function. This is a hands-on leadership opportunity for an experienced tax professional with a strong background in income tax provision, compliance, and tax reporting.

The Associate Director will play a key role in overseeing the company’s income tax provision and return-related activities, ensuring accurate financial reporting, timely federal, state, and local tax compliance, and strong internal controls. This position also offers the opportunity to expand technical tax expertise, lead and mentor team members, and contribute to tax planning, audit support, process improvements, and strategic projects.

Key Responsibilities

• Lead the income tax provision and financial reporting process in accordance with ASC 740 and SSAP 101, including tax entries, disclosures, reconciliations, and supporting documentation.
• Lead tax forecasting, effective tax rate analysis, and ad hoc tax reporting and modeling.
• Oversee federal, state, and local income tax compliance, including tax return preparation and review, filing coordination, and return-to-provision analysis.
• Review tax deliverables and identify opportunities to improve processes, enhance efficiency, and strengthen internal controls.
• Manage relationships with external tax advisors to ensure engagements are completed accurately, efficiently, and on schedule.
• Support tax planning initiatives by identifying opportunities to optimize the organization’s tax position and mitigate potential risks.
• Conduct technical tax research and provide guidance related to tax compliance, reporting requirements, and business initiatives.
• Support tax audits and regulatory inquiries while monitoring changes in tax laws, regulations, and industry-specific requirements.
• Partner cross-functionally with Accounting, Financial Reporting, Investments, Legal, Financial Planning & Analysis, and other internal stakeholders to provide tax guidance and insights.
• Mentor and develop tax team members while promoting accountability, technical growth, and achievement of departmental objectives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA or Enrolled Agent designation required.
• 5–10 years of U.S. federal income tax experience required.
• Strong experience with income tax provision and federal, state, and local tax compliance.
• Strong knowledge of ASC 740 and SSAP 101 tax accounting and disclosure requirements.
• Life and annuity insurance industry experience strongly preferred.
• Public accounting experience strongly preferred.
• Advanced Microsoft Excel skills required.
• Experience with tax provision and income tax software platforms preferred.
• Experience with enterprise financial or ERP systems is a plus.
• Demonstrated ability to lead, mentor, and develop tax professionals.
• Strong analytical, communication, organizational, and project management skills.

Compensation

• $125,000–$165,000 base salary, plus comprehensive benefits and potential incentive compensation.

#LI-ET1

Director, Investment Accounting

Our client, a growing insurance organization, is seeking an experienced Director of Investment Accounting to lead the investment accounting function and oversee accurate and timely financial reporting for a diverse investment portfolio.

This leadership role will oversee GAAP and statutory investment accounting and reporting across multiple asset classes. The ideal candidate will bring strong technical investment accounting expertise, insurance or regulated financial services experience, and proven leadership skills. This individual will manage a team of investment accounting professionals while partnering closely with Financial Reporting, Tax, Treasury, Investment Operations, and other key stakeholders.

Key Responsibilities

• Lead the Investment Accounting function, including oversight of GAAP and statutory accounting and reporting across all investment asset classes.
• Oversee month-end, quarter-end, and annual close and reporting for investment assets, liabilities, income, and expenses.
• Review accounting activity and financial results to ensure accuracy and compliance with applicable accounting standards.
• Manage and develop a team of investment accounting professionals, including goal setting, performance oversight, and work review.
• Partner cross-functionally with Financial Reporting, Tax, Treasury, Investment Operations, and other business areas.
• Maintain relationships with external auditors, vendors, and other business partners.
• Drive continuous process improvement, automation, technology implementation, and stronger internal controls.
• Develop key performance indicators, analytical reports, and insights to support investment-related business strategies.
• Monitor evolving accounting, financial reporting, and regulatory requirements impacting investment accounting.
• Leverage emerging technologies, including automation and AI-enabled tools, to improve reporting efficiency, scalability, and control effectiveness.

Qualifications

• Bachelor’s degree in Accounting required. 
• Master’s degree in Accounting preferred
• CPA or equivalent professional certification preferred
• 7–10 years of relevant experience in investment accounting, financial reporting, internal controls, and process improvement.
• Strong knowledge of U.S. GAAP and/or statutory accounting and reporting.
• Investment accounting experience within the insurance industry or another regulated financial services organization.
• Experience accounting for diverse investment portfolios and asset classes, including private credit.
• Experience implementing process improvements, automation, and emerging technologies.
• Experience leading and developing accounting professionals.
• Strong ability to identify, analyze, and resolve complex financial and accounting issues.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication, collaboration, and relationship-management skills.

Compensation

• $125,000–$175,000 base salary, plus comprehensive benefits and potential incentive compensation.

#LI-ET1

Senior Reinsurance Accountant

Our client, a growing insurance organization, is seeking an experienced Senior Reinsurance Accountant to join its accounting team. This role will primarily focus on reinsurance accounting, supporting both new and existing reinsurance arrangements while ensuring accurate financial reporting, strong internal controls, and consistent accounting processes.

The ideal candidate will have a strong accounting foundation, experience within insurance and/or reinsurance, and an interest in improving and automating processes. This individual will work cross-functionally with accounting, finance, actuarial, legal, risk, operations, and other internal teams.

Key Responsibilities:

• Prepare, review, and reconcile periodic reinsurance settlement statements.
• Support monthly and quarterly close activities, including journal entries, account reconciliations, and financial analysis.
• Validate data from internal systems and external reinsurers and investigate discrepancies.
• Maintain accurate documentation supporting settlements, reconciliations, and accounting assumptions.
• Review accounting results to ensure transactions are accurately recorded.
• Support the implementation and accounting treatment of new and existing reinsurance agreements.
• Identify opportunities to improve, standardize, and automate accounting processes.
• Partner with external reinsurers and cross-functional internal teams.
• Support audits, regulatory reporting, and ad hoc financial requests.
• Leverage technology, automation, and AI-enabled tools to improve reporting efficiency, controls, and scalability.

Qualifications:

• Bachelor’s degree in Accounting required.
• CPA preferred.
• 3–5 years of accounting experience, ideally within insurance, reinsurance, or public accounting.
• Strong understanding of accounting principles and internal controls.
• Advanced Excel skills.
• Strong analytical, reconciliation, and problem-solving abilities.
• Excellent attention to detail with the ability to manage deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively across teams.

Compensation:

• $90,000–$130,000 base salary, plus comprehensive benefits and potential incentive compensation.

#LI-ET1

Staff Tax Accountant

Our client is seeking a Staff Tax Accountant to join their growing team. This position will support a variety of tax compliance, reporting, and accounting functions, with exposure to premium tax, insurance tax, tax provisions, regulatory filings, and tax research.

The Staff Tax Accountant will work closely with tax and finance professionals at the corporate level and across multiple operating locations while gaining broad exposure to both day-to-day tax operations and larger departmental initiatives.

Key Responsibilities

• Prepare assigned premium tax, insurance tax, and related regulatory filings accurately and within required deadlines
• Support quarterly and year-end close processes, including the preparation of tax accrual journal entries and supporting schedules
• Assist with the preparation and consolidation of quarterly and annual tax provisions
• Prepare quarterly estimated tax calculations and assist with timely tax payments
• Conduct tax research and technical analysis to support compliance, reporting, and planning initiatives
• Perform account reconciliations, track cash payments, and assist with variance analysis
• Collaborate with internal teams to gather, review, and validate data required for tax filings
• Maintain accurate documentation and ensure compliance with applicable regulations and internal controls
• Identify opportunities to improve processes and support automation initiatives that enhance efficiency and accuracy
• Assist with audits, special projects, and other tax-related initiatives as needed

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• Previous accounting or tax experience
• Exposure to insurance, premium tax, or regulatory reporting is a plus
• Experience with tax provisions, account reconciliations, or journal entries is a plus
• Interest in process improvement and automation
• Strong understanding of fundamental accounting principles
• Proficiency in Microsoft Excel and Word
• Strong analytical, organizational, and problem-solving skills
• Excellent attention to detail with the ability to produce accurate work within established deadlines
• Ability to manage multiple priorities effectively in a fast-paced environment
• Strong written and verbal communication skills with the ability to collaborate across departments and organizational levels

Compensation & Benefits

• Salary Range: $62,000–$72,000
• Medical, dental, and vision coverage effective the first day of the following month
• 22 days of PTO
• 11 paid holidays
• 401(k) with 6% employer match
• Professional development and growth opportunities

#LI-ET1

Accountant – Insurance Agency Accounting

Our client is seeking an experienced Accountant to join their accounting team and take ownership of key day-to-day accounting functions while serving as a collaborative partner to the Accounting Manager.

This is a hands-on role with responsibility for full-charge bookkeeping and accounting functions, including direct bill and agency bill processing, accounts receivable and payable, commission accounting, general ledger activity, and journal entries. The Accountant will also provide backup support across several critical areas of the department.

The ideal candidate will bring strong accounting fundamentals, insurance agency accounting experience, and an interest in improving processes through technology and automation. This is an excellent opportunity for someone who enjoys taking ownership of their work, identifying efficiencies, and contributing to the continued development of an accounting function.

Key Responsibilities

• Process commission cash receipts and accurately record transactions
• Manage customer agency bill receipts and electronic payment transactions
• Process direct bill commission statements
• Handle agency bill payments and remittances to insurance carriers
• Prepare and post general ledger and journal entries
• Assist with account reconciliations and maintain accurate financial records
• Identify opportunities to streamline manual processes and improve accounting workflows through automation
• Partner closely with the Accounting Manager to support daily accounting operations and departmental initiatives

Additional & Backup Responsibilities

• Calculate and process commission payments to agents
• Calculate and allocate monthly expenses to agents
• Provide backup support for payroll processing for agents and agency staff
• Process vendor invoices and payments
• Complete bank reconciliations
• Assist with Human Resources and employee benefits-related functions as needed

Qualifications

• Experience with insurance agency accounting, including direct bill and agency bill processing
• Strong understanding of general ledger accounting and journal entries
• Proficiency in Microsoft Excel
• Strong attention to detail, accuracy, and organizational skills
• Ability to work independently while collaborating closely with the Accounting Manager
• Process-improvement mindset with an interest in using technology and automation to increase efficiency

Preferred Qualifications

• Experience with AMS360 is highly preferred
• Experience creating or modifying reports within AMS360 is a plus
• Payroll processing experience is a plus
• Previous exposure to HR or employee benefits administration is a plus
• Experience implementing automation or technology-driven process improvements is a plus
• Familiarity with AI tools and their potential application within accounting workflows is a plus

Compensation & Benefits

• Base Salary: $60,000–$70,000
• Comprehensive medical, dental, and vision benefits

#LI-ET1

Senior Investment Accountant

Job Summary

Our client, a well-established insurance organization, is seeking an experienced Senior Investment Accountant to join its finance team. This individual will play a key role in overseeing investment accounting operations, ensuring accurate financial reporting, regulatory compliance, and the timely completion of statutory reporting requirements. The ideal candidate has a strong background in insurance investment accounting, enjoys solving complex accounting issues, and thrives in a collaborative, process-driven environment. 

Responsibilities

• Lead month-end and quarter-end investment accounting close processes
• Identify opportunities to improve processes, strengthen internal controls, and enhance reporting efficiency.
• Oversee statutory filings, including NAIC Schedules D, DA, BA, and E, and related disclosures.
• Oversee the daily activities of third-party investment accounting providers to ensure accuracy, timeliness, and adherence to service expectations.
• Prepare, review, and support statutory investment schedules, exhibits, and related financial statement disclosures.
• Assist with fair value adjustments, impairment analysis, and realized/unrealized gain and loss reporting.
• Work closely with custodians, investment managers, trustees, auditors, and other external business partners.
• Mentor junior accounting staff and provide technical guidance as needed.

Qualifications/Requirements

• 6+ years of investment accounting experience, preferably within the insurance or financial services industry.
• Strong understanding of statutory accounting principles and insurance regulatory reporting.
• Experience working with investment accounting systems and third-party accounting or custodial service providers.

Preferred Qualifications

• CPA, CFA or progress towards
• Experience with alternative investments, private funds, or complex investment structures.
• Familiarity with implementing new accounting standards and regulatory guidance.
• Demonstrated leadership, mentoring, and cross-functional collaboration skills.

Compensation Package

• Base Salary: $130k - $145k + Bonus
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-ET1

Accounting & Billing Manager
San Antonio, TX.$90k-$110k Base Salary + Great Benefits

Overview
The Premium Accounting & Billing Manager will oversee the daily execution of our premium collection and billing workflows. You will lead a team of specialists, ensuring zero-balance accuracy in reconciliation's and maintaining seamless financial coordination between clients and insurance carriers. This is a high-impact leadership role with visibility across finance, operations, and client-facing teams.

This role in San Antonio with a TPA (Third Party Administrator). You’d be owning the full billing cycle—billing, collections, and reconciliation—while leading a small team.

It’s a great fit for someone who’s been deep in premium billing and reconciliation and wants more ownership without stepping away from the work. High visibility, stable environment, and real impact on operations.

Key Responsibilities

• Daily Operations: Supervise the end-to-end billing cycle, including invoice generation, premium collection, and timely remittance to carriers.
• Team Leadership: Manage daily activities for a small team of premium specialists, providing hands-on support and ensuring all deadlines are met.
• Financial Reconciliation: Directly perform and review complex reconciliation's of eligibility data against premium payments to ensure financial integrity.
• Carrier & Vendor Point of Contact: Serve as the primary liaison for insurance carriers regarding premium audits, delinquency resolution, and funding discrepancies.
• Compliance & Audit Support: Maintain meticulous records to ensure adherence to ERISA and HIPAA standards; prepare documentation for annual audits.
• Reporting: Develop and monitor daily/weekly reports on billing accuracy, aging reports, and collection cycle times for the management team.

Qualifications

• Experience: 3–5 years of hands-on experience in premium accounting, billing, or financial operations within the insurance or TPA industry.
• Software Skills: Strong proficiency in Sage or similar accounting software is required.
• Technical Knowledge: Solid understanding of self-funded health plans and multi-tier billing structures.
• Compliance: Basic understanding of regulatory requirements (ERISA, ACA) governing premium handling.
• Preferred: Familiarity with the Davis-Bacon Act or Service Contract Act (SCA) fringe benefit administration.
• Education: Bachelor’s degree in Accounting, Finance, or Business Administration.

#LI-JL2

Accounting Manager / Supervisor

Job Summary

Seeking an experienced Accounting Manager / Supervisor to lead daily accounting operations within an insurance brokerage environment. This is a hands-on leadership role for someone with strong insurance accounting experience, a solid understanding of agency accounting processes, and the ability to keep workflows organized, accurate, and efficient. This individual will support financial operations, provide team leadership, and partner with leadership on reporting and operational decision-making.

Responsibilities

• Lead and mentor an accounting team supporting accounts payable, accounts receivable, and general accounting functions
• Oversee agency-bill and direct-bill accounting, including reconciliations and cash application
• Ensure accuracy across premium payables and receivables, commissions, and carrier and vendor payments
• Manage month-end close, reporting, and account reconciliations
• Identify process gaps, resolve inefficiencies, and improve accounting workflows
• Partner with leadership to support financial visibility and operational decision-making
• Maintain accurate, organized accounting processes within a fast-paced insurance brokerage environment

Qualifications/Requirements

• BA/BS degree in Accounting, Finance, or a related field
• CPA preferred
• Strong background in insurance accounting, ideally within an agency or brokerage environment
• Hands-on experience with Applied Epic, including Epic Accounting
• Prior experience managing or leading an accounting team
• Comfortable operating in a player-coach capacity
• Detail-oriented, organized, and able to work effectively in a fast-moving environment

Compensation Package

• Salary range: $85,000 - $100,000

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JW3