Account Manager III

Armanino LLP•Los Angeles, CA

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 required.
Minimum 6 years’ of Business Management experience with a strong bookkeeping background.
Utilizes pre-established guidelines while exercising independent judgment in performing job functions.
Demonstrated ability to effectively communicate with clients, team members, and stakeholders through various channels including verbal, written, and interpersonal communication.
Proven track record of working effectively in a team environment, fostering collaboration and partnership to achieve common goals.
Dedicated to providing exceptional client service, actively seeking to understand and address client needs and concerns.
Ability to prioritize tasks and work accurately and efficiently under tight operational deadlines.
Proficient in MS Office Suite, including Word, Excel, and Outlook, with the ability to quickly learn and adapt to new technologies as needed.
Demonstrate proficiency in managing multiple tasks simultaneously, prioritizing responsibilities, and allocating time efficiently to meet deadlines.

Nice To Haves

Bachelor’s degree preferred.
Previous experience in supervisory or leadership positions preferred.
Knowledge or experience with AgilLink and QuickBooks Online software preferred.

Responsibilities

Has direct client contact.
Read and prioritize emails from clients and vendors and take appropriate action.
Approve clients’ 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.
Prepare financial statements.
Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices if client engagement is direct with Assistant Bookkeeper.
Review clients’ general ledger(s) for accuracy.
Review cash flow statement of receipts and disbursements for team lead.
Review Accounts Receivable, as needed.
Review preparation of annual 1099 filings.
Review year-end tax package for tax accountants.
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.
Coordinate with third party payroll company to report periodic payroll runs, as needed.
Coordinate and attend client meetings, as needed.
Collaborate with team lead to prepare and review supporting documents for tax examination, if applicable.
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 team to resolve billing inquiries (telephone company, cable, etc.), as needed.
Consistently attend team meetings to be informed of client needs.
Assist with clients’ medical insurance reimbursements, as needed.
May have client billing responsibility.
May interview new hires.
Special projects as assigned.