Account Manager

Account Manager

It's more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacyyours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary : The Account Manager will be responsible for overseeing all day-to-day business, personal, bookkeeping and financial matters for assigned clients and entities. The Account Manager's primary responsibilities include proactively communicating with clients to ensure satisfaction and maintaining accurate client books and records; therefore, the candidate must have excellent interpersonal and communication skills as well as analytical and organization skills. The Account Manager works closely with one or more Partners and Managers, but the position requires time management, and independent thinking and judgement.

Duties / Responsibilities :

• Manage client accounts by interacting effectively with clients, multiple partners and vendors.
• Multi-task, meet multiple deadlines, pivot to reprioritize and track all open projects.
• Maintain list of projects and status, follow through until a project is complete and communicate the status and results to partners, clients and or vendors as necessary.
• Analyze and reconcile account balances, company bank accounts and investment accounts.
• Perform daily banking procedures.
• Code, obtain approval for payment and process vendor invoices.
• Verify and post accounts receivable and accounts payable information.
• Prepare adjustments to accounting records.
• File and remit business licenses, property taxes, excise tax and other business filings.
• Maintain general ledger.
• Assist in the preparation of financial statements including income statements, balance sheets, cash flow reports, management reports, etc.
• Maintain budget spreadsheets for analysis of actual performance against budget.
• Ensure compliance with various statutory payroll taxes.
• Prepare required reports in a timely and accurate manner.
• Make photocopies; mail, scan, and email documents; and perform other clerical functions, as needed.
• Perform other related duties as assigned.

Education and Experience :

Required Skills / Abilities :

Physical Requirements :

Benefits

LIFE :

FAMILY :

BUSINESS :

DREAMS :

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan's property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com.

Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations.

Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting.

Miller Kaplan participates in E-Verify. Go to https : / / www.uscis.gov / e-verify to learn more.