Account Manager
2 weeks ago
Overview of Role: The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances of their assigned clients, and oversees a staff of bookkeepers.
Responsibilities:
Daily client financial activity, including requests and timely follow up on all outstanding matters
Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review)
Review bank balances and statements and approve transfers as needed
Monitor credit card activity, fraud alerts, and credit score issues
Monitor insurance renewals and claims
Assist with home and car purchases
Other projects, as needed
A successful candidate will possess the following qualifications:
4+ years of experience in full-charge accounting and bookkeeping for high net-worth individuals, preferably within entertainment business management
3+ years of experience in the client services field
2+ years of experience in tour accounting is strongly favored
Associate’s or bachelor’s degree in accounting or finance is highly favored; a High School Diploma or GED equivalent is required
Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
Prior experience in a Lead, Senior, or Management role
Excellent communication skills (in person, on the phone, and via email)
Sense of urgency and demonstrated ability to follow through
Commitment to professionalism, timeliness, and accuracy
Advanced computer skills including Microsoft Excel, accounting software, and databases
Experience with Agilink, DataFaction and/or Imaging Software is highly preferred
Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Benefits & Pay
We offer a diverse and employee-friendly environment with great work/life balance. Our comprehensive benefits package includes:
Multiple Medical, Dental and Vision plans (including HSA and FSA options)
Generous paid time off policy
Paid holidays
Hybrid work flexibility
401(k) with discretionary match
Discretionary performance bonus
Tuition assistance and career advancement programs
CPA program (employer-paid prep materials, paid time off to study and sit for exams, a CPA completion bonus, continued education and license renewals)
Early office closures for major holidays
Discretionary profit-sharing program
Employee and client referral bonus
Commuter benefits
Wellness program
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