Business Management Account Supervisor (Account Manager)

April 27

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Connecting clients with solutions.

Corporate Tax • Partnership Tax • Individual Tax • Consulting and Compliance • State & Local Tax

501 - 1000

Description

• Prepare Financial Reports: Compile and present comprehensive financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings. • Maintain Financial Records: Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting. • General Ledger Reconciliations: Perform GL account reconciliations and analysis to resolve discrepancies as needed. • Manage Financial Operations: Manage accounts receivable, payable, and payroll operations with precision and efficiency. • Manage Client Transactions: Record, categorize, and reconcile client bank and credit card statements. • Monitor Cash Flow: Manage and monitor cash receipts and commission schedules. • Prepare Client Reports: Prepare and review complex client statements and reports, ensuring they meet high-quality standards. • Deliver Exceptional Client Service: Prepare comprehensive client meeting packages, equipping our team with necessary insights for productive discussions. • Provide Accounting Support: Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary. • Support Team Development: Support junior team members in understanding client-related processes and accounting matters, sharing your expertise to foster their professional growth. • Ad hoc projects: Be prepared to tackle projects as needed, demonstrating flexibility and adaptability to meet evolving business needs.

Requirements

• Associate or bachelor’s degree in accounting is highly preferred • 5+ years of experience in accounting and bookkeeping for corporate and high-profile clients • Prior experience in a senior role • Experience with AgilLink and QuickBooks/QBO is highly preferred

Benefits

• Visit the Benefits section to learn more