Senior Account Manager

The Forge Companies Logo
  • Environmental

Job Summary The Senior Account Manager is responsible for managing day to day bookkeeping and accounting operations for a portfolio of complex clients This role oversees client accounting services including bill pay settlement support accounts receivable support monthly bookkeeping and account reconciliations The Senior Account Manager serves as a trusted resource for clients ensuring accurate financial records providing accounting guidance and delivering exceptional client service The ideal candidate is highly organized detail oriented experienced in QuickBooks Online and comfortable managing multiple client relationships in a fast paced environment Key Activities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Client Accounting Management Manage and coordinate bookkeeping and accounting services for a portfolio of complex clientsReview and approve bill pay settlement support accounts receivable support and other accounting related servicesEnsure accurate and timely completion of monthly bookkeeping activitiesPerform advanced client cost reconciliations and maintain supporting documentationMaintain client working files and ensure records are complete and organizedClient Relationship Management Communicate directly with clients regarding accounting matters financial reports and bookkeeping questionsIdentify and escalate significant changes in client business activityProvide updates and feedback to Relationship Managers regarding client accounting mattersParticipate in annual client reviews and provide relevant financial insights and recommendationsAccounting Operations Demonstrate advanced knowledge of accounting principles and QuickBooks OnlineExecute ongoing client work within the Client Project ModuleSupport annual 1099 reporting projectsCollaborate with the Accounting Manager and other Senior Account Managers to improve processes efficiency and overall team performanceMaintain a high level of accuracy organization and responsiveness while managing multiple prioritiesDesired Knowledge Skills and Abilities Bachelors degree in Accounting Finance or related field preferred57 years of bookkeeping or accounting experience requiredAdvanced proficiency in QuickBooks Online requiredStrong understanding of accounting principles and financial reportingExcellent verbal and written communication skillsExcellent organizational skills and attention to detailStrong analytical and problem solving abilitiesAbility to manage multiple clients and deadlines simultaneouslyStrong customer service and relationship management skillsCollaborative team player with a process improvement mindsetProficient in Microsoft Office Suite and able to learn new systems and technologies quicklyPhysical Requirements Prolonged periods of sitting at a desk and working on a computerMust be able to lift 10 pounds at timesSchedule 8 hour shiftMonday to FridayWork Location On site Alpharetta Office About Abacus Advisors Abacus Advisors LLC provides outsourced bookkeeping payroll and HR administrative services to law firms Our team partners with clients to deliver accurate financial management operational support and exceptional service that allows attorneys to focus on growing their practices LI AR