Account Manager - Business Management

Prager Metis CPAs • Westport, CT

2d

About The Position

The Account Manager - Business Management role supports high-profile and high-net-worth clients through bookkeeping, cash management, account review, and client and vendor coordination. The position involves responding to day-to-day requests, setting up new clients, and completing special projects. The employer describes its culture as flexible, transparent, and diverse, with mentoring and collaboration to support career growth. The role's starting salary range is $80,000–$95,000, finalized based on the candidate's years of experience and local cost of labor.

Requirements

• At least 3 years of experience working with high-profile and high-net-worth clientele.
• At least 3 years of bookkeeping experience, including accounts payable and receivable, reconciliations, payroll, and general tax knowledge.
• Ability to manage multiple deadlines, projects, and clients accurately and with dedication.
• Excellent oral and written communication skills.
• High-level working knowledge of QuickBooks.

Nice To Haves

• A bachelor's degree in Accounting or related experience is highly preferred.
• Experience with Datafaction or AgiLink is a plus, but not necessary.

Responsibilities

• Review and approve accounts payable and receivable, general ledger postings, bank and credit card reconciliations, and monthly cash flow.
• Interact extensively with clients and vendors.
• Respond to daily client or partner requests.
• Address daily client cash management needs.
• Complete new client intake and setup.
• Complete special projects as assigned.

Benefits

• Flexible work arrangements, including remote, work-from-home, or hybrid options for select roles.
• Competitive base salaries.
• Paid time off, sick time, and holidays.
• Medical, dental, and vision insurance.
• Flexible spending options, including HRA, FSA, and/or HSA.
• Access to employee wellness programs.
• Summer flexible schedule.
• Employer contribution to a 401(k) plan.
• CPA licensure support and incentives, as well as support for other applicable certifications and licenses.
• Volunteer opportunities with charity partner organizations.
• Career growth opportunities and mobility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level