What are the responsibilities and job description for the Account Manager position at Miller Kaplan?
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
Education and Experience:
LIFE:
Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com.
Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations.
Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting.
Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.
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:
- GED/Highschool Diploma.
- Minimum 3 years of experience as an Account Manager at a business management firm required.
- Familiarity with Datafaction/AgilLink accounting software required.
- Experience with payroll and reporting, 1099's and both A/P and A/R processing.
- Associate or bachelor’s degree in accounting preferred.
- Familiarity with federal, state and local tax and processes preferred.
- Strong Excel software skills required.
- Familiarity with tour accounting preferred.
- Superior accuracy, attention to detail and organization skills required.
- Excellent written and verbal communication skills.
- Excellent accounting and bookkeeping skills,
- Strong problem solving and analytical skills.
- Self-starter, with strong work ethic, follow-through and accountability.
- Strong interpersonal skills required to interact effectively with clients, multiple partners and staff.
- Must be client service focused and able to multi-task and meet multiple deadlines.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
LIFE:
- Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $97,000 -121,000 per year for this role.
- Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers.
- Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
- Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
- Employee Assistance Program: Confidential support for personal or work-related challenges.
- Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role.
- Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage.
- Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
- Bereavement Paid Time Off: Time to grieve and heal without work worries.
- Sabbatical and Personal Leave Options: Recharge and refocus with time off for personal needs.
- Social Events: Networking and unwinding at virtual and in-office firm social events.
- Referral Bonuses: Earn rewards for growing our team and client base.
- Commuter Benefits: Funds for transit and parking to ease your daily commute.
- Professional Development: Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.
- Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future.
- Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
- Leadership Development and Mentorship: Personal and professional growth through mentorship programs.
Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact careers@millerkaplan.com.
Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations.
Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting.
Miller Kaplan participates in E-Verify. Go to https://www.uscis.gov/e-verify to learn more.
Salary : $97,000 - $121,000
