Account Manager

Job Description

Job Description

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. 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 stills. 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

Preferred

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 intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees. If you would like to inquire about referrals and or contracts, please reach out to careers@millerkaplan.com.

All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.

Salary : $97,000 - $121,000