Senior Account Manager
About The Position
The Senior Account Manager manages day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay, settlement support, accounts receivable support, monthly bookkeeping, and account reconciliations. The Senior Account Manager serves as a trusted resource for clients by ensuring accurate financial records, providing accounting guidance, and delivering exceptional client service. The ideal candidate is highly organized and detail-oriented, experienced in QuickBooks Online, and comfortable managing multiple client relationships in a fast-paced environment. Abacus Advisors, LLC provides outsourced bookkeeping, payroll, and HR administrative services to law firms. The team partners with clients to deliver accurate financial management, operational support, and exceptional service that allows attorneys to focus on growing their practices.
Requirements
- 5–7 years of bookkeeping or accounting experience required.
- Advanced proficiency in QuickBooks Online required.
- Strong understanding of accounting principles and financial reporting.
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple clients and deadlines simultaneously.
- Strong customer service and relationship management skills.
- Collaborative team player with a process-improvement mindset.
- Proficient in Microsoft Office Suite and able to learn new systems and technologies quickly.
Nice To Haves
- Bachelor's degree in Accounting, Finance, or a related field preferred.
Responsibilities
- Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
- Review and approve bill pay, settlement support, accounts receivable support, and other accounting-related services.
- Ensure accurate and timely completion of monthly bookkeeping activities.
- Perform advanced client cost reconciliations and maintain supporting documentation.
- Maintain client working files and ensure records are complete and organized.
- Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
- Identify and escalate significant changes in client business activity.
- Provide updates and feedback to Relationship Managers regarding client accounting matters.
- Participate in annual client reviews and provide relevant financial insights and recommendations.
- Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
- Execute ongoing client work within the Client Project Module.
- Support annual 1099 reporting projects.
- Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
- Maintain accuracy, organization, and responsiveness while managing multiple priorities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
