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Associate In Finance Jobs in Boca Raton, FL (NOW HIRING)

Tax Associate

Lake Worth, FL · On-site

$52K - $69K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

Tax Associate

Lake Worth Beach, FL · On-site

$52K - $69K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

Tax Associate

Boca Raton, FL · On-site

$55K - $73K/yr

A Bachelor's degree in Finance or Accounting with a minimum of 1 + years' relevant experience. * A demonstrated focus on preparing individual, S-corporation and partnership tax returns. * Superb ...

Summer Claims Associate

Fort Lauderdale, FL

$17 - $22.75/hr

The Claims Associate plays a critical role in the Finance team by ensuring that all reimbursement claims reflect FLIPANY's commitment to accuracy, accountability, and regulatory compliance.The ...

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare ... We offer a fulfilling work environment that attracts top talent and encourages all associates to ...

Sr. Manager, Finance

Plantation, FL · Remote

$108K - $147K/yr

NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare ... We offer a fulfilling work environment that attracts top talent and encourages all associates to ...

Sr. Manager, Finance

Plantation, FL · On-site

$108K - $147K/yr

NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare ... We offer a fulfilling work environment that attracts top talent and encourages all associates to ...

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... in finance, accounting, or a related business discipline is a plus. • Strong research, writing ... associates receive meaningful client exposure and substantive responsibility from the outset.

Summer Claims Associate

Fort Lauderdale, FL · On-site

$17 - $22.75/hr

The Claims Associate plays a critical role in the Finance team by ensuring that all reimbursement claims reflect FLIPANY's commitment to accuracy, accountability, and regulatory compliance. The ...

The Claims Associate plays a critical role in the Finance team by ensuring that all reimbursement claims reflect FLIPANY's commitment to accuracy, accountability, and regulatory compliance. The ...

Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Credit Solutions Associate in our Miramar Operations Center, you will ...

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Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Credit Solutions Associate in our Miramar Operations Center, you will ...

Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Credit Solutions Associate in our Miramar Operations Center, you will ...

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Showing results 1-20

Associate In Finance information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do associate in finance jobs pay per year?

As of Jul 7, 2026, the average yearly pay for associate in finance in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel and financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What can you do with associates in finance?

An associate in finance typically performs tasks such as analyzing financial data, preparing reports, supporting investment decisions, and assisting with client accounts. This role often involves using financial software and requires strong analytical and communication skills, serving as a foundation for career advancement in finance or related fields.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help organizations make informed decisions.

What are the key skills and qualifications needed to thrive as an Associate in Finance, and why are they important?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as financial clerks or assistants, providing foundational knowledge of financial principles and tools like spreadsheets. However, for more advanced roles like financial analyst or advisor, a bachelor's degree or higher is typically required, and additional certifications may enhance job prospects.
What are the most commonly searched types of In Finance jobs in Boca Raton, FL? The most popular types of In Finance jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate In Finance jobs? Cities near Boca Raton, FL with the most Associate In Finance job openings:
Infographic showing various Associate In Finance job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

$52K - $69K/yr

Full-time

Posted 15 days ago


Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.
  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.
  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.