Date: March 30, 2017

Warren Averett Staffing & Recruiting is currently working with a Tampa client that has a position available for an experienced bookkeeping professional. This individual will handle accounting functions and responsibilities as well as additional office functions as require by the company President and Director of Operations.


  • Coordinating all commissions by posting vouchers and issuing checks monthly
  • EAP –Formula Earnings management via printing reports, doing calculations, corresponding with and reporting to the home office monthly
  • Handling payroll bimonthly
  • Paying weekly agency bills consisting of: billing agents, posting payments, bank deposits, etc on a weekly and monthly basis
  • Monthly financial statements
  • Monthly bank statement reconciliations
  • Handling monthly cash reports for GA
  • Prepare financial packet and meet with GA on a monthly basis
  • Responsible for year-end financial requirements including:
    • Taxes – Sending All Financial Information to CPA and making journal entries
    • 1099’s – Verifying the information in our systems are correct, dealing with any agent/broker issues, researching and filing with the IRS and making necessary corrections
    • Audits – Communicating/working with auditor and gathering quarterly reports and files as needed for review for the annual workers comp audit and Guardian’s Life audit
  • Additional club reports, researching broker issues, filing reimbursements, and special agent monthly billing
  • Troubleshooting with computer tech
  • Researching and renewing contracts, including: phone, advertising, internet, insurance, maintenance and equipment, etc
  • Shopping for agency needs
  • Backup other staff positions as needed
  • Obtain a Life and Health license, provided by the client

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