Account Manager
1 month ago
Due to continuing growth, our team is seeking an Account Manager to provide a financial concierge service to high income and high net worth clients in the entertainment industry. As the Account Manager, you will perform a variety of confidential and complex accounting and administrative duties to ensure the day-to-day needs of the clients and their families are met.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 29 offices across 11 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
- Maintain books for multiple clients and perform daily, weekly, monthly, quarterly, and annual bookkeeping activities for each client
- Prepare monthly and quarterly financial statements
- Manage clients' accounts, track all income and prepare monthly commission reports, handle cash management, maintain financial records, and provide exceptional customer service
- Handling AP/AR, cash receipt and journal entry coding, general ledger, payroll, review financial statements, and create invoices to be sent to 3rd parties
- Reviewing bank balances and statements and approving transfers as needed
- Collaborating with team members to ensure that all tasks are accurate and completed on time
- Staying up to date with industry developments and best practices
- Daily client activities and client communication, including requests and timely follow-up on all outstanding matters.
- Contract analysis and supervision of all functions relative to cash receipts and disbursements.
- Assist is the preparation of meeting packages and attend client meetings regarding financial projections, investments, contracts, insurance analysis, and other matters as directed by management.
- Monitor credit card activity, fraud alerts, credit score issues, insurance renewals and claims.
- Assist with home and vehicle purchases, reviewing client mail, and coordinating/completing client loan applications.
- Coordinate and interact with the tax department relative to due dates, supporting documentation, etc.
What we look for:
- Bachelor's degree in Accounting, Finance, or a related field
- Proficiency in Microsoft Office applications such as Word, Excel, PowerPoint, and Outlook and knowledge of accounting principles
- Must have strong knowledge and experience using QuickBooks accounting software
- Experience in a client or customer-facing role
- Demonstrated problem-solving abilities, sense of urgency, and ability to follow through
- Exceptional written and verbal communication abilities and customer service skills
- Ability to handle confidential information with utmost security and tact
- Commitment to professionalism, timeliness, and accuracy
What we offer:
- Opportunity for advancement within a rapidly growing professional services firm.
- Ongoing informal and formal training and development
- Competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education.
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