Salary: $80k - 90k per year
Reference: 197782 - EI4
Ascendo Resources is actively seeking an Account Manager to join the team of a financial service company. This role would play pivotal roles within the company, being assigned individual clients and taking responsibility for managing all facets of their financial affairs. This position offers the flexibility of being remote or a hybrid role.
Job Title: Account Manager
Pay Rate: $80k - $90k
Responsibilities:
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Process payroll and prepare quarterly and annual payroll tax filings, along with handling forms 1099s and W-2s
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Manage accounting software for accounts receivable, accounts payable, and the general ledger
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Facilitate payments of invoices using paper and electronic methods
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Record revenue receipts
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Conduct bank and credit card reconciliations on a monthly, quarterly, or yearly basis
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Monitor and manage cash flows promptly
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Maintain accounts receivable and accounts payable
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Prepare accurate and timely financial reports like income statements and balance sheets in compliance with US GAAP
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Analyze financial reports and produce meaningful variance analyses
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Handle statutory filings with federal, state, and local authorities, including estimated tax payments
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Collaborate with clients, bank representatives, insurance brokers, and other business partners as necessary
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Manage assets in insurance policies and asset management software
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Review the work of bookkeepers, providing training as required
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Ensure alignment of tax returns with the balance sheet
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Make adjusting journal entries
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Separate loan principal from interest on all loans
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Perform depreciation calculations and journal entries
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Possess basic HR knowledge
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Conduct insurance audits
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Manage payroll processing and data entry
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Recommend tech stacks to small businesses to improve efficiency
Requirements:
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7-10 years of experience as a bookkeeper or staff accountant
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7-10 years of proficiency in using QuickBooks ERP system
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Expertise in MS Office, particularly Excel and Word
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Familiarity with Salesforce and Quicken is advantageous
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Certified Bookkeeper accreditation is preferred
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Tax experience with UltraTax is essential
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Experience in preparing and reviewing personal returns with Schedule C is required. Preparation of corporate returns a plus.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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