Manager, Business Management
Armanino
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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About the role
- Has direct client contact.
- Reads and prioritizes emails from clients and vendors and take appropriate action.
- Approves clients’ invoices in accounting software and ensure bills are paid timely on an ongoing basis.
- Oversees wire transfers for accuracy and timeliness.
- Reviews clients’ general ledger(s) for accuracy.
- Reviews Bank Reconciliations.
- Reviews cash flow statement of receipts and disbursements for team lead.
- Reviews preparation of annual 1099 filings.
- Reviews year-end tax package for tax accountants.
- Reviews payroll tax returns prepared by payroll company to the general ledger.
- Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
- Prepares/Reviews Financial Statements.
- Coordinates client meetings, as needed.
- Collaborates with team to prepare supporting documents for tax examination, if applicable.
- Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed.
- Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
- Assist with clients’ medical insurance reimbursements, as needed.
- Participates in special projects upon client requests, such as buying/leasing a house/automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
- Participates in business development, as needed.
Requirements
- Bachelor’s degree in Accounting or Finance is required.
- Minimum of 7 years’ of Business Management experience.
- Demonstrates a deep understanding of financial reporting, general ledger structure, and accounting principles.
- Exercises independent judgment in decision-making processes.
- Demonstrated ability to effectively communicate with clients, team members, and stakeholders through various channels including verbal, written, and interpersonal communication.
- Dedicated to providing exceptional client service, actively seeking to understand and address client needs and concerns.
- Ability to prioritize tasks and work accurately and efficiently under tight operational deadlines.
- Demonstrates technology proficiency including experience with AgilLink and QuickBooks Online.
- Recognizes issues and proficiently offers effective solutions and alternatives.
- Establishes and nurtures relationships with other professional service providers.
- Acts as a mentor and leader within the team.
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportinggeneral ledger structureaccounting principlestax preparationbank reconciliationcash flow analysisinvoice approvalpayroll tax returns1099 filingsbusiness development
Soft Skills
client servicecommunicationdecision-makingproblem-solvingtask prioritizationteam collaborationmentorshiprelationship buildingindependent judgmentinterpersonal skills
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance