What are the responsibilities and job description for the BMFO Assistant Account Manager position at Citrin Cooperman Advisors LLC?
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Assistant Account Manager to join our Advisory Department. As an Assistant Account Manager, you will be responsible for:
Responsibilities:
- Main Responsibility is to support and assist the Account Managers
- Responsible for Bill Pay functions
- Enter cash receipts and maintain commission/payment schedules
- Perform bank reconciliations
- Post/download and analyze credit card activity for proper coding
- Book payroll from outside payroll provider records with guidance from Account Manager
- Making Address changes
- Communicate with vendor and resolve any vendor issues
- Communicate with all members of the internal engagement team
- Post investment activity to accounting software
- Prepare 1099's with guidance from Account Manager
- Assist in gathering year-end tax package documents
- Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)
- Administrative Duties- Filing, shredding, etc.
Qualifications:
- Bachelor’s degree preferably in Business (Accounting, Finance, Business Management)
- Outstanding written, verbal and interpersonal skills
- Ability to multi-task and shift focus as needed
- Strong attention to detail
- Multi-tasker
- Knowledge of Quickbooks and/or Datafaction a plus
Proficient in Microsoft Office Applications
About Citrin Cooperman:
Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
