Careers
Account Manager
The primary responsibility of this role is to oversee the day-to-day business, personal and financial affairs of assigned clients and entities. The Account Manager will supervise a small staff of bookkeepers.
Responsibilities:
Daily client activity, including requests and timely follow up on all outstanding matters
Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll and financial statement review)
Review bank balances and statements and approve transfers as needed
Monitor credit card activity, fraud alerts and credit score issues
Monitor Insurance renewals and claims
Assist with home and car purchases
Other projects, as needed
The successful candidate with possess the following qualifications:
4+ years of experience in accounting and bookkeeping for high net-worth individuals, preferably within business management
3+ years of experience in the client services field
Associate’s or bachelor’s degree in accounting or finance is highly preferred
Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations and financial statements
Prior experience in a Lead, Senior or Management role
Excellent communication skills (in person, on the phone, and via email)
Sense of urgency and demonstrated ability to follow through
Commitment to professionalism, timeliness and accuracy
Advanced computer skills including Microsoft Excel, accounting software, and databases
Experience with Datafaction and/or Imaging Software is highly preferred
This is an exempt position. Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, 401(k), a generous paid time off policy and paid holidays every year.
To apply, please submit your resume to [email protected].
Bookkeeper
A successful candidate will possess the following qualifications:
Excellent communication skills (in person, on the phone and via email)
Sense of urgency
Keen eye for details
Ability to quickly shift gears without losing focus
Experience with Datafaction software is highly preferred
This is a non-exempt, full-time position. Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, 401(k), a generous paid time off policy and paid holidays every year. We offer a diverse and employee-friendly environment with great work/life balance.
Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
To apply, please submit your resume to [email protected].
Accounts payable
Accounts receivable
Bank reconciliation
Journal entry posting
Financial statement preparation
Payroll
This is an exempt position. Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, 401(k), a generous paid time off policy and paid holidays every year.
To apply, please submit your resume to [email protected].