Account Manager

• Build and grow a book of business, with a strong focus on new business development
• Cold calling, prospecting, and in-person client visits ("boots on the ground")
• Manage and retain existing and lapsed accounts
• Sell across product lines: 60% stock packaging 40% custom packaging
• Close deals ranging from $300 orders to $300K+/month clients
• Sales cycles range from 10 days to 6 months
• Occasionally sell outside assigned territory for strategic accounts

Account Manager – Packaging

Accountant

• Prepare and review complex individual, trust, and business tax returns (S corps, partnerships, and more).
• Conduct research on tax compliance and planning issues.
• Provide proactive client communication regarding tax positions, deadlines, and planning strategies.
• Mentor junior staff and assist with professional development.
• Participate in client meetings, tax planning, and strategy development.
• Stay current on tax law changes and apply knowledge to client needs.
• Contribute to process improvement and efficiency initiatives.

Tax Accountant

Account Executive

• Grow and manage your own book of business through proactive outreach and strategic relationship building
• Visit clients onsite to understand needs and deliver tailored solutions
• Drive both new business and reactivation of lapsed accounts
• Convert inbound leads into revenue
• Sell a broad portfolio: ~60% stock boxes, ~40% custom packaging
• Partner with internal teams to ensure smooth pricing, processing, and delivery
• Own the full sales cycle—from first call to long-term account management

Packaging Sales Representative

Project Manager

• Oversee multiple projects simultaneously ($1.5M–$12M per project, 4–5 jobs at a time)
• Review and vet drawings for accuracy, constructability, and alignment with contract documents
• Coordinate with production, detailing, and site teams
• Conduct periodic site visits to monitor project progress
• Manage project schedules, budgets, and deliverables
• Support change order reviews and gap identification
• Maintain strong communication with internal teams and external stakeholders

Structural Steel Project Manager

Accounts Receivable

• Manage full-cycle Accounts Payable and Accounts Receivable processes.
• Track invoices, process payments, and reconcile accounts.
• Communicate with vendors and clients to resolve discrepancies.
• Assist with reporting and month-end close.
• Utilize accounting software and digital tools for daily tasks.
• Collaborate with internal teams to ensure accurate financial records.

AP/AR Specialist

Producer

• Focus on life, disability, and long-term care insurance sales and servicing
• Conduct client meetings (in-person and via Zoom) to assess needs and present solutions
• Build and maintain strong client relationships and networks of influence
• Learn and explain carrier illustrations, proposals, and quotes
• Participate in joint client meetings during training, transitioning to independent management within 3–6 months
• Leverage Microsoft 365, ChatGPT, SmartOffice CRM, and carrier illustration systems for daily operations
• Manage and service a large book of business in a process-driven manner

Life Insurance Producer/Advisor

IT Support

• Lead audits for the for-profit division
• Review statements, audit docs
• Identify opportunities to expand and develop business relationships with clients
• Develop team, conduct staff training, process improvement, and practice development
• Long term opportunity for partner

CPA Audit Manager

• Prepare and review individual, trust, and business tax returns
• Handle complex tax scenarios , including 1031 exchanges and multi-state filings
• Conduct thorough tax research on compliance and planning issues
• Collaborate closely with the Tax Manager and Partners to ensure top-tier client service
• Assist in tax planning and projections for high-net-worth clients and businesses
• Serve as a knowledgeable, trusted resource for both clients and internal staff

TGG