Job SummaryThe Senior Account Manager is responsible for managing day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay, settlement support, accounts receivable support, monthly bookkeeping, and account reconciliations. The Senior Account Manager serves as a trusted resource for clients, ensuring accurate financial records, providing accounting guidance, and delivering exceptional client service. The ideal candidate is highly organized, detail-oriented, experienced in QuickBooks Online, and comfortable managing multiple client relationships in a fast-paced environment.
Key ActivitiesReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Accounting Management
- Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
- Review and approve bill pay, settlement support, accounts receivable support, and other accounting-related services.
- Ensure accurate and timely completion of monthly bookkeeping activities.
- Perform advanced client cost reconciliations and maintain supporting documentation.
- Maintain client working files and ensure records are complete and organized.
Client Relationship Management
- Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
- Identify and escalate significant changes in client business activity.
- Provide updates and feedback to Relationship Managers regarding client accounting matters.
- Participate in annual client reviews and provide relevant financial insights and recommendations.
Accounting Operations
- Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
- Execute ongoing client work within the Client Project Module.
- Support annual 1099 reporting projects.
- Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
- Maintain a high level of accuracy, organization, and responsiveness while managing multiple priorities.
Desired Knowledge, Skills, and Abilities - Bachelor's degree in Accounting, Finance, or related field preferred.
- 5-7 years of bookkeeping or accounting experience required.
- Advanced proficiency in QuickBooks Online required.
- Strong understanding of accounting principles and financial reporting.
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple clients and deadlines simultaneously.
- Strong customer service and relationship management skills.
- Collaborative team player with a process-improvement mindset.
- Proficient in Microsoft Office Suite and able to learn new systems and technologies quickly.
Physical Requirements- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 10 pounds at times.
Schedule- 8-hour shift
- Monday to Friday
Work Location- On-site Alpharetta Office
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