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Associate Account Manager
Gursey Schneider LLP Los Angeles, CA
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$85k-110k (estimate)
Full Time 7 Days Ago
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Gursey Schneider LLP is Hiring an Associate Account Manager Near Los Angeles, CA

About us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Job Title: Associate Account Manager
Department: Business Management
Location: Remote or Hybrid (Century City)
Position Summary: We seek an Associate Account Manager/Full-Charge Bookkeeper to join our Business Management department. In this role, you will manage assigned clients and entities' day-to-day business, personal, and financial affairs.
Requirements:
  • 2 years of experience in accounting and/or bookkeeping for high net-worth individuals, preferably within business management.
  • 2 years of experience in the client services field
  • Bachelor's degree in Accounting, Finance, or a related field
  • Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements.
  • Proficiency in Microsoft Office applications such as Word, Excel, PowerPoint, and Outlook and knowledge of accounting principles.
  • Demonstrated problem-solving abilities, sense of urgency, and ability to follow through.
  • Exceptional written and verbal communication abilities and customer service skills.
  • Ability to handle confidential information with utmost security and tact.
  • Commitment to professionalism, timeliness, and accuracy.
  • Familiarity with Datafaction, AgilLink, and/or Imaging Software is highly preferred.
The responsibilities of this position involve:
  • Manage daily client activities, such as requests, and ensure timely follow-up on all outstanding matters.
  • Oversee AP/AR, cash receipt and journal entry coding, general ledger, payroll, and review of financial statements.
  • Review bank balances and statements and approve transfers as needed.
  • Monitor credit card activity, fraud alerts, and credit score issues.
  • Keep track of insurance renewals and claims.
  • Assist with home and car purchases and other projects whenever required.
  • Collaborate with team members to ensure that all tasks are accurate and completed on time.
  • Stay up to date with industry developments and best practices.
Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, profit-sharing plan contributions, paid parental leave, 401(k) match, generous PTO, and overtime pay. We also offer fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.

Job Summary

JOB TYPE

Full Time

SALARY

$85k-110k (estimate)

POST DATE

07/01/2024

EXPIRATION DATE

07/20/2024

WEBSITE

gursey.com

HEADQUARTERS

LOS ANGELES, CA

SIZE

100 - 200

TYPE

Private

CEO

STEPHAN H WASSERMAN

REVENUE

$10M - $50M

INDUSTRY

Business Services

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The following is the career advancement route for Associate Account Manager positions, which can be used as a reference in future career path planning. As an Associate Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Account Manager. You can explore the career advancement for an Associate Account Manager below and select your interested title to get hiring information.

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If you are interested in becoming an Associate Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Associate Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Associate Account Manager job description and responsibilities

They are responsible for maintaining excellent professional relationship with the clients. The person who is actively involved in providing a positive customer service

03/10/2022: Paramus, NJ

They manage multiple accounts and makes sure that the accounts are maintained accurately.

03/26/2022: Denver, CO

Associate Account Manager reports to the account manager regarding the progress of client's accounting files

03/02/2022: Chillicothe, OH

An account manager will be dealing with multiple clients at the same time and constantly strives to achieve high profits for the organization.

03/20/2022: Altus, OK

They are alsoresponsible for the reviews of the financial reports and monitors the accounts to ensure that all the payments are issued.

02/09/2022: Las Cruces, NM

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Associate Account Manager jobs

One should have the ability to train new account executives.

02/12/2022: Casper, WY

Familiarize the accounting procedures.

04/04/2022: Pierre, SD

Greet and acknowledge the consumers.

02/24/2022: Hartford, CT

Understand customers’ needs so that you can recommend and sell the appropriate product.

03/15/2022: Jamestown, NY

In applying for this job, you should be proficient in computers.

03/10/2022: Port Arthur, TX

Step 3: View the best colleges and universities for Associate Account Manager.

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