Accounting and Operations Professional Position Available In Palm Beach, Florida

Accounting and Operations Professional AUA Capital West Palm Beach, FL Job Details Full-time $46,758.04 – $56,310.76 a year 1 day ago Benefits Disability insurance Health insurance 401(k) Paid time off 401(k) 4% Match 401(k) matching Professional development assistance Life insurance Qualifications Microsoft PowerPoint Microsoft Word Microsoft Excel Microsoft Outlook Accounting software Mid-level Microsoft Office Accounting QuickBooks Organizational skills Financial management Communication skills

Full Job Description AUA Capital Management, LLC Job Posting :

Job Posting:

Accounting & Operations Professional –

Family OfficeLocation:

Palm Beach, Florida We are seeking a proactive and detail-oriented Accounting & Operations Professional to join our family office team in our Palm Beach Florida office. This role is ideal for someone who thrives in a high-touch, fast-paced environment and is passionate about delivering exceptional service. You’ll play a vital role in supporting financial and operational needs—handling everything from day-to-day bookkeeping to coordinating time-sensitive filings and ad-hoc personal and professional projects. You will work closely with owners of the business and the executive management team. This is not a traditional accounting role—it’s a hands-on, service-focused position for someone who enjoys variety and takes pride in keeping complex lives and structures running smoothly in a teamwork environment.

The ideal candidate for this role has demonstrated Quickbooks experience, strong interpersonal skills and a proactive and ownership approach to their work. Someone who can confidently and effectively collaborate across all levels of the business and a commitment to seeing projects through from start to finish. Key Responsibilities Bookkeeping & General Ledger Oversight Maintain accurate records across multiple entities using accounting software Track expenses and ensure ledger integrity Bill Pay & Internal Audit Process and audit all incoming bills for accuracy and completeness Ensure timely payments and proper documentation Flag discrepancies and follow up with vendors or internal parties Deadline & Calendar Management Track key dates for tax filings, renewals, and entity compliance Coordinate with legal, accounting, investment and administrative teams to meet due dates Maintain internal calendars for deliverables and upcoming obligations Entity Management Assist in maintaining up-to-date documentation across a range of LLCs, trusts, and other vehicles Support compliance tracking and coordination with outside advisors Ad-Hoc & Lifestyle Tasks Support unique requests from the family office principal, ranging from personal errands to operational logistics Serve as a utility player ready to jump in wherever needed Qualifications & Mindset 3+ years in a bookkeeping, accounting support, operations, or administration (family office or private client experience preferred) Strong organizational skills and meticulous attention to detail Proficiency with software & accounting tools (e.g., Microsoft office, QuickBooks, Bill.com, or similar) Comfortable working with confidential information and complex structures

Mindset:

No task is too big or too small—client service is always the priority Excellent communication and follow-through Strong understanding of financial workflows is essential College degree

Job Type:

Full-time Pay:

$46,758.04 – $56,310.76 per year

Benefits:

401(k) 401(k) 4% Match 401(k) matching Disability insurance Health insurance Life insurance Paid time off Professional development assistance

Schedule:

Monday to Friday Ability to

Commute:

West Palm Beach, FL 33401 (Required) Ability to

Relocate:

West Palm Beach, FL 33401: Relocate before starting work (Required)

Work Location:

In person