Account Manager - Business Managment

Job Description

The Account Manager is responsible for responding to the needs of clients and their representatives regarding personal and business financial and accounting matters. Includes full charge bookkeeping functions, accounts payable and receivable, payroll and funds transfers for individuals and corporations. Account Manager works closely with the Senior Manager and Partners.

Essential Duties

Essential duties include the following (other essential duties may be assigned):

Proficiently process A/P, cash receipts and recording of journal entries and cash disbursements

Reconcile bank and broker statements

Data entry and coding of all financial transactions

Preparation and delivery of monthly financial statements

Generate reports and packages for tax preparation

Process payroll and reconcile annual and quarterly payroll reports

Track and record client’s staff sick and vacation time

Process and prepare annual 1099’s and 1042’s

Efficiently assist clients and client’s representatives as needed with issues related to personal or business transactions, billing, petty cash, payroll and miscellaneous issues as they arise

Oversee the work product of staff members

Enforcing CCH time entry is accurate

Conduct Performance Reviews of staff members

Prioritizing task and understanding what is urgent

Guild reporting

Liaison with medical insurance department to verify they have all necessary information

Other special projects as assigned

Qualifications

Education – bachelor’s degree or some college education

Minimum 5 to 7 years in a management role

Minimum 5 to 7 years in business management or accounting firm experience

Advanced Datafaction experience required

Strong oral and written communication skills

Excellent interpersonal and coaching skills

Ability to multi-task and work in a fast-paced environment

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Full-time