What are the responsibilities and job description for the Account Manager - Business Management position at Toplitzky&Co?
Established in 1980, Toplitzky&Co is the independent, strategic financial partner for high-net-worth individuals, business owners and executives. We are CPAs specializing in multi-family office, business management, and tax planning and compliance. Having forged life-long and high-value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations.
Toplitzky&Co is seeking an Account Manager to serve in a key company role. She / he will have client contact and participate in business discussions with clients, and it is therefore necessary for this person to have strong English language communication skills.
Key Responsibilities :
- Client interaction - Act as the primary finance contact for clients, addressing their needs and maintaining strong relationships.
- Handle client’s books and prepare monthly and quarterly financial statements.
- Book and process client payroll.
- Maintain accurate General Ledger / Trial Balances.
- Onboard new clients and set up new vendors and Chart of Accounts in the accounting system (Quickbooks Desktop).
- Maintain cash flow and reporting requests for clients.
- Provide backup coverage for other Account Managers as needed.
- Process Accounts Payable and Cash Receipts.
- Coordinate and complete client loan applications.
- Provide accurate asset schedules for insurance.
- Work closely with the tax department to ensure clean and accurate books.
- Ensure that tax deadlines (1099s, estimated payments) are met timely.
- Other related duties as assigned.
Essential Skills & Qualifications :
Education and Experience Requirements :
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