Key skills
Communication
About this role
Role Overview
- Serve as the primary point of contact for assigned clients, delivering timely, high-quality service
- Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring
- Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail
- Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties
- Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents
- Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables
- Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development
- Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation
- Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery
- Identify opportunities to streamline processes and enhance efficiency across engagements
- Contribute to business development efforts, including proposal preparation and prospective client discussions
- Protect sensitive client information with discretion and professionalism
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field
- Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients
- Minimum 1 year of supervisory or review experience
- Deep knowledge of general ledger accounting, financial reporting, and cash management
- Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel
- Proven ability to manage multiple priorities and client relationships in a deadline-driven environment
- Strong relationship management and communication skills, with confidence in client-facing interactions
- Sound judgment and problem-solving skills with the ability to work independently
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