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Account Manager - Client Accounting Services

Key Facts

Remote From: 
Full time
English

Other Skills

  • •
    Microsoft Excel
  • •
    Microsoft Office
  • •
    Ability To Meet Deadlines
  • •
    Communication
  • •
    Critical Thinking
  • •
    Persistence
  • •
    Detail Oriented
  • •
    Enthusiasm

Roles & Responsibilities

  • Bachelor's degree in Accounting or related field; transferable industry experience considered
  • 5-7 years experience working with high-profile/high-net-worth clientele (candidates near range encouraged to apply)
  • Heavy bookkeeping experience with accounts payable/receivable, reconciliations, payroll, and general tax knowledge
  • Proficiency in Microsoft Office (especially Excel) and strong working knowledge of QuickBooks Online and Bill.com

Requirements:

  • Oversee and handle day-to-day client accounting services
  • Review and approve accounts payable/receivable, general ledger postings, bank and credit card reconciliations, and monthly cash flow
  • Manage heavy client and vendor interactions and respond to daily client or partner requests
  • Oversee new client intake and setup and assist with special projects as assigned

Job description


Hi

Client: Prager Metis
Role: Account Manager - Client Accounting Services
Location: REMOTE
Duration: Full Time/Permanent

About us:
  • We commit to the highest standards of excellence: in our competence, professionalism, and our client service. We believe this leads to the achievement of personal, team, and organizational goals.
  • We leverage our unique talents and work in partnership with a team of accomplished professionals.
  • Our environment is flexible, transparent, and diverse.
  • Partners & Managers are engaged in mentoring, leading by example, and collaboration to support our career path choices.
  • At Prager Metis, we are part of something bigger.

In January of 2022, Prager Metis became the first CPA firm to set up shop in the Metaverse.
Qualified individuals will have the opportunity to join our employee friendly corporate culture, which offers excellent career growth opportunities and mobility.

Prager Metis offers:
  • Flexible work arrangements (Remote/WFH/Hybrid on select roles)
  • Competitive base salaries
  • Paid time off, Sick Time, & Holidays
  • Medical, Dental, and Vision Insurance
  • Flex Spending Options: HRA, FSA, and/or HSA
  • Access to Employee Wellness Programs
  • Summer Flexible Schedule
  • Employer contribution to 401(k) plan
  • CPA licensure support & Incentives as well as other applicable certifications and licenses
  • Make a Difference: Volunteer opportunities with charity partner organizations

Responsibilities:
  • This individual will oversee and handle the day-to-day client accounting services.
  • Review and approve accounts payables/receivables, general ledger postings, bank & credit card reconciliations and monthly cash flow
  • Heavy client and vendor interaction
  • Respond to daily client or partner requests
  • Daily client cash management needs
  • New client intake and setup
  • Special projects as assigned

Qualification:
  • Minimum Education Requirement- Bachelor's Degree with major in Accounting or related field
  • Will consider applicants with transferable experience in industry to meet this qualification
  • Preferred experience level working with high profile and high net worth clientele: 5 - 7 years
  • Candidates who are close to this range are encouraged to still apply if you feel you meet the requisite skill level
  • Heavy bookkeeping experience, with AP/AR, reconciliations, payroll, and general tax knowledge
  • High level of organization and attention to detail – critical thinking skills
  • Excellent client service orientation
  • Ability to manage multiple deadlines, projects, and clients with accuracy, dedication, and enthusiasm
  • Excellent computer skills in Microsoft Office Suite including Excel and other Microsoft Office programs
  • High level working knowledge of QuickBooks Online & Bill.com

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Prager Metis CPAs is an equal opportunity employer. All applicants will be considered without regard age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status or any other characteristic protected by law. Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with Americans With Disabilities Act and applicable state laws.

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