Account Manager II, Business Management
About The Position
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
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
- Primary job functions may require independent judgement
- 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
Responsibilities
- 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, if client engagement is direct with Assistant Bookkeeper
- 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, if applicable
- 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 such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property
- Collaborate with team lead to prepare credit applications (mortgages, autos, etc.), as needed
- Collaborate with team lead in communications with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed
- Communicate with clients’ vendors to resolve billing inquiries (telephone company, cable, etc), as needed
- Consistently attend team meetings to be informed of client needs
- Attend client meetings, as needed
- Performs other related duties as assigned.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
