Account Manager

2 weeks ago


Pewaukee, Wisconsin, United States Truity Partners Full time

Location: Pewaukee, Wisconsin

Sector: Accounting & Finance

Employment Type: Permanent

Job ID: 39558

Date Added: 05/30/2024

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Our client is a company in the Waukesha County area looking for an Account Manager. This company is looking for someone who has internal drive, is a great communicator, and is driven. This company offers a laid-back culture, competitive benefits, and good tenure on the team. This position is onsite but can be flexible as needed.

The salary range for this position is: $70k-$85k.

The Account Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES

  • Compile and review monthly and annual financial statements.
  • Prepare business and individual tax returns.
  • Analyze and consult with clients on business strategies including taxes.
  • Prepare journal entries and year end closings.
  • Communicate effectively and efficiently with staff and clients.
  • Ad hoc projects as needed.
The Account Manager will possess the following:

EXPERIENCE REQUIRED
  • Bachelor's degree or CPA/CPA Candidate.
  • Highly organized and has strong attention to detail.
  • Excellent written and verbal communication skills.
  • Experience with QB, Sage, and Thomson Reuter products is beneficial.
Equal Opportunity Employer

The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
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