Account Manager | Family Office
#LI-JF1 #LI-Hybrid
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
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