Corporate Accountant

Kingswood U.S.; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Kingswood U.S. is seeking a Corporate Accountant to join our on-site team in Boca Raton, FL. You will prepare and review journal entries, maintain the general ledger, and perform monthly, quarterly, and annual close processes.

You will reconcile balance sheet accounts, support AP/AR, and ensure accurate recording of revenue and expenses. You will assist with financial reporting, budgets, variance analysis, and audits while ensuring internal controls and regulatory compliance.

Qualifications

• Strong technical accounting skills including general ledger, journal entries, reconciliations, and month-end close.
• Experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency with accounting software and ERP systems; advanced Excel skills.
• Knowledge of GAAP and regulatory requirements; focus on internal controls and audit support.
• Analytical, problem-solving, and organizational skills; ability to manage multiple deadlines.
• Clear written and verbal communication; able to present to non-finance stakeholders.
• Bachelor's degree in Accounting or Finance; CPA or progress toward certification preferred.
• Experience in financial services or wealth management is a plus; broker-dealer/SEC/FINRA familiarity is helpful.

Responsibilities

• The Corporate Accountant will prepare and review journal entries and maintain the general ledger.

Skills

GL management

Journal entries

Reconciliations

Month-end close

Financial reporting

Budgeting

Forecasting

Variance analysis

Excel

GAAP

Internal controls

Audit support

Cross-functional

Communication

Education

Bachelor's degree in Accounting/Finance

CPA preferred

CPA candidate

Tools

ERP systems

Accounting software

Microsoft Excel

Job description

Company Description

Kingswood U.S. is a diversified financial services firm that helps clients navigate complex financial markets through innovative wealth management, comprehensive advisor services, and tailored investment banking solutions. The firm provides portfolio management, retirement and estate planning, tax optimization, and risk management for individuals and families. Kingswood also supports financial advisors and institutions with back-office services, compliance assistance, technology infrastructure, and business succession planning. Its investment banking platform offers M&A advisory, capital solutions, and strategic guidance for middle market and emerging growth companies. Combining boutique service with the strength of a global institution, Kingswood U.S. maintains a client-centric, innovation-focused culture; securities are offered through Kingswood Capital Partners, LLC Member FINRA/SIPC.

Role Description

The Corporate Accountant is a full-time, on-site role based in Boca Raton, FL. This role is responsible for preparing and reviewing journal entries, maintaining the general ledger, and performing monthly, quarterly, and annual closing activities. The Corporate Accountant will reconcile balance sheet accounts, support accounts payable and receivable processes, and ensure accurate recording of revenue and expenses. They will assist with financial reporting, budget preparation, variance analysis, and support audits by providing documentation and responding to inquiries. The role also involves maintaining compliance with internal controls, accounting policies, and relevant regulations, while collaborating with cross-functional teams to provide financial insight and improve processes.

Qualifications

• Strong technical accounting skills, including general ledger management, journal entries, reconciliations, and month-end close processes.
• Experience with financial reporting, budgeting, forecasting, and variance analysis in a corporate or financial services environment.
• Proficiency with accounting software and ERP systems, as well as advanced skills in Microsoft Excel (e.g., formulas, pivot tables, financial modeling).
• Knowledge of GAAP and regulatory requirements, with attention to internal controls, compliance, and audit support.
• Effective analytical, problem-solving, and organizational skills, with the ability to manage multiple deadlines and prioritize tasks.
• Clear written and verbal communication skills, with the ability to present financial information to non-finance stakeholders and collaborate across teams.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward certification is preferred.
• Prior experience in financial services, investment banking, or wealth management is an advantage; familiarity with broker-dealer or SEC/FINRA environments is a plus.