Account Manager II, Business Management
Armanino
full-time
Posted on:
Location Type: Office
Location: Century City • California • Colorado • United States
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Salary
💰 $59,400 - $84,000 per year
About the role
- Has direct client contact
- Read and prioritize emails from clients/vendors and take appropriate action
- Approve invoices in accounting software and ensure bills are paid timely on an ongoing basis
- Oversee wire transfers for accuracy and timeliness
- Responsible for cash management, including cash transfers and managing cash balances
- Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices
- Review year-end tax package for tax accountants
- Prepare monthly reports
- Prepare/Review cash flow statement of receipts and disbursements for team lead
- Review Accounts Receivable, as needed
- Collaborate with team lead to prepare and review supporting documents for tax examination
- Assist with clients’ medical insurance reimbursements, as needed
- Assist with team lead for preparation of annual 1099 filings
- Coordinate with third party payroll company to report periodic payroll runs, as needed
- Review payroll tax returns prepared by payroll company to the general ledger
- Review, assist and prepare Tax & License forms
- Collaborate with team lead to prepare credit applications as needed
- Collaborate with team lead in communications with property & casualty insurance brokers, as needed
- Communicate with clients’ vendors to resolve billing inquiries, as needed
- Consistently attend team meetings to be informed of client needs
- Attend client meetings, as needed
- Performs other related duties as assigned.
Requirements
- High School Diploma
- Minimum of 6 years of work/school experience
- Must have strong bookkeeping background
- Relies on instructions and pre-established guidelines to perform the functions of the job
- Strong interpersonal, verbal and written communication skills
- Works effectively in a team environment through collaboration and partnership
- Client service oriented
- Ability to work accurately and quickly under operational deadlines
- Proficient in MS Office, including Word, Excel, and Outlook
- Must have the ability to multi-task
- Datafaction preferred
- QBO preferred
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
bookkeepingcash managementaccounts receivabletax preparationfinancial reportingpayroll processinggeneral ledger reviewcash flow statement preparationinvoice approvaltax & license forms preparation
Soft Skills
interpersonal skillsverbal communicationwritten communicationteam collaborationclient service orientationmulti-taskingattention to detailtime managementproblem-solvingoperational deadline management
Certifications
High School Diploma