Account Manager | Family Office

Description

#LI-JF1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

• May prepare corporate tax returns, client billing, engagement letters and contracts
• May complete bookkeeping and accounting duties for clients.This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities as assigned

Preferred Qualifications

• Associate's degree
• Previous experience with accounting systems such as AgilLink & QuickBooks

Qualifications

Minimum Qualifications

• High School Diploma or GED required
• At least 3 years of accounting experience
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally