Accouning Associate

SmartX Advisory Solutions; West Palm Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

SMArtX Advisory Solutions is seeking an Accounting Associate to join our West Palm Beach accounting team. The role focuses on reconciliations, AP/AR, GL maintenance, financial reporting, and audit support, with emphasis on accuracy amid large datasets.

Ideal candidates have 2–4 years of accounting experience and a strong Excel background, with CPA candidacy viewed favorably. This on-site position offers growth within a fintech environment and cross-functional collaboration opportunities.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 2–4 years of accounting, bookkeeping, or similar financial operations experience.
• CPA candidacy or progress toward CPA licensure is a plus.
• Experienced bookkeepers without a four-year accounting degree are encouraged to apply.

Responsibilities

• Own bank and credit card reconciliations from start to finish.
• Prepare and manage revenue and expense invoices, bills, and payment processing.
• Maintain and analyze General Ledger accounts with a high degree of accuracy.
• Manage reconciliation workflows and independently research and resolve discrepancies.
• Assist with the preparation of financial statements, reports, and supporting schedules.
• Support month-end and other periodic accounting activities.
• Assist with internal and external audits and serve as a key resource for documentation and record requests.
• Use Excel and other financial tools to analyze large datasets, improve reporting accuracy, and identify opportunities for process improvement.
• Maintain organized and accurate accounting records and supporting documentation.
• Partner with internal departments to respond to finance- and accounting-related questions and requests.
• Assist with additional accounting projects and responsibilities as assigned.

Skills

Excel proficiency

Attention to detail

Analytical skills

Communication skills

CPA candidacy a plus

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

Microsoft Excel

Google Sheets

QuickBooks

Job description

Accounting Associate

About the Role

SMArtX is seeking an Accounting Associate to join our Accounting team in West Palm Beach. This role is ideal for an accounting professional who is detail-oriented, highly organized, and comfortable owning day-to-day accounting activities.

The Accounting Associate will support key financial operations, including reconciliations, accounts payable and receivable activities, general ledger maintenance, financial reporting, and audit support. The successful candidate will be comfortable working with large amounts of financial data while maintaining a high level of accuracy.

Experienced bookkeepers are strongly encouraged to apply, including candidates whose professional experience may substitute for some of the educational qualifications listed below.

Responsibilities

• Own bank and credit card reconciliations from start to finish.

• Prepare and manage revenue and expense invoices, bills, and payment processing.

• Maintain and analyze General Ledger accounts with a high degree of accuracy.

• Manage reconciliation workflows and independently research and resolve discrepancies.

• Assist with the preparation of financial statements, reports, and supporting schedules.

• Support month-end and other periodic accounting activities.

• Assist with internal and external audits and serve as a key resource for documentation and record requests.

• Use Microsoft Excel and other financial tools to analyze large datasets, improve reporting accuracy, and identify opportunities for process improvement.

• Maintain organized and accurate accounting records and supporting documentation.

• Partner with internal departments to respond to finance- and accounting-related questions and requests.

• Assist with additional accounting projects and responsibilities as assigned.

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.

• 2–4 years of relevant accounting, bookkeeping, or similar financial operations experience.

• Experienced bookkeepers without a four-year accounting degree are encouraged to apply.

• Strong working knowledge of General Ledger accounting and reconciliation processes.

• Advanced proficiency in Microsoft Excel.

• Familiarity with Google Sheets and QuickBooks.

• Strong analytical and problem-solving skills with exceptional attention to detail.

• Excellent written and verbal communication skills.

• Ability to work independently, take ownership of responsibilities, and manage competing priorities.

• Ability to work effectively with high-volume financial data while maintaining accuracy and quality.

• CPA candidacy or progress toward CPA licensure is a plus.

Why Join SMArtX?

At SMArtX, you’ll have the opportunity to work alongside talented professionals in a growing financial technology company while gaining exposure to a broad range of accounting and financial operations. We value employees who take initiative, collaborate across teams, and look for better ways to get things done.

If you’re an accounting professional or experienced bookkeeper looking to grow your career and contribute to a dynamic organization, we’d like to hear from you.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is a financial technology firm transforming how wealth management firms build, manage, and scale their managed account programs. Through our award-winning turnkey asset management platform (TAMP), we provide financial institutions, RIAs, asset managers, and other wealth management organizations with modern technology and operational infrastructure designed to simplify and streamline investment account management.

Our team combines financial services expertise with innovative technology to help our clients operate more efficiently and scale their businesses. At SMArtX, you’ll join a collaborative, fast-paced environment where employees can take ownership of their work and make a meaningful impact as the company continues to grow.

SMArtX Advisory Solutions is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to any characteristic protected by applicable federal, state, or local law.