What are the responsibilities and job description for the Associate Account Manager position at Gursey?
Job Title: Associate Account Manager
Department: Business Management
Location: Hybrid
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. The Associate Account Manager may have the opportunity to oversee a small staff of Bookkeepers.
\n- 2-3 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.
- 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.
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 more than 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.
Salary : $70,000 - $90,000