Account Manager, Business Management
2 weeks ago
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities:
- Process incoming mail and pay all client bills and keep track of payment due dates
- Enter, code and reconcile client bank and credit card statements
- Process and track cash receipts, commission schedules
- Prepare financial reports including monthly cash flows, Balance sheet and P&L for review and annual filing, including 1099s
- Prepare meeting packages for clients
- Process and enter payroll to general ledger
- Assist with securing client insurance and monitoring renewals/claims
- Upload documents for Medical Insurance processing
- Prepare messenger/Fed Ex packages, correspond with Vendors, reconcile Year End tax documents to books, research client requests as needed
- Stay current with updates and improvements on applicable technology platforms and obtain certification as directed by supervisor
- Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
- Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
- Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services.
- Answer general accounting and software questions and begin to help Sr. Manager, Partner by taking on more complicated accounting work, escalating as needed
- Maintain and expand knowledge base of accounting principles and practices
- Assist associates/new hires with learning with learning processes and procedures related to client deliverables and/or accounting matters
- Prepare and review client statements and reports for next level review, including those with more complexity (ie. multiple entities, unique reporting requirements, etc.)
- Provide consistent project communication and status updates to supervisors
- Effectively delegate and communicate tasks and instructions effectively
- Ad hoc projects
- Associate or bachelor's degree in accounting or finance is highly favored
- 4 plus years of experience in accounting and bookkeeping for high-profile entertainment-oriented clients
- Prior experience in a senior role
- Ability to pay attention to details, follow directions/procedures, communicate effectively, and work in a team environment
- Thorough understanding of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
- Self-motivated and demonstrated ability to work independently with minimal supervision
- Experience with AgilLink is highly preferred
- Advanced computer skills i.e., excel, outlook, accounting software, and databases
- Practices efficient time management with a proven ability to consistently meet deadlines
For California, Colorado, New York and Washington: The compensation range for this role is $86,660 to $187,790. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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