What are the responsibilities and job description for the Senior Account Manager position at Gursey?
Job Title: Senior Account Manager
Department: Business Management
Location: Century City/ Hybrid
Position Summary: We seek a Senior Account Manager 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 Senior Account Manager will supervise a small staff of Bookkeepers.
\n- 3-5 years of experience in accounting and/or bookkeeping for high net-worth individuals within the business management field.
- 3 years of experience in client services.
- Bachelor's degree in Accounting, Finance, or a related area.
- 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.
- Supervise and mentor designated staff.
- Communicate with Partners, staff, and clients regarding business management and financial matters.
- Delegate work amongst staff and collaborate with team members to ensure that all tasks are accurate and completed on time.
- Attend client financial meetings and review client meeting packages for accuracy and content.
- Network and participate in professional groups/societies.
- Keep track of insurance renewals and claims.
- Assist with home and car purchases and other projects whenever required.
- 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 : $90,000 - $120,000
