Account Manager

General Summary of Position: Responsible for organizing and managing constituents' accounts, including the completion of assignments, tasks and project components as well as coaching, advising and directing team members in meeting constituent and self-development expectations. Essential Job Responsibilities: Supervise and review bookkeepers on accounts managed. Prepare and review annual tax returns. Prepare and review payroll tax filings. Prepare and review income tax projections. Review quarterly and monthly financial statements and bank reconciliations prepared by bookkeepers. Work with family investment managers, attorneys, insurance representatives, trustees, etc. as needed. Administer various trusts and private foundations. Assume additional responsibilities and perform special projects for various family members' issues as needed. Occasional travel. Education and Experience: Bachelor's degree in Accounting or in lieu of degree minimum 6 years of related experience in an accounting firm or family office. Credentials such as CFP, CPA or EA preferred, but not required. Qualifications/Skills Required: Proficient with tax preparation, tax planning, Microsoft system software. Excellent verbal and written communication skills with family office constituents, staff and constituent providers. High ethical standards, integrity and confidentiality. Ability to organize, work effectively, meet deadlines and multitask.

Created: 2024-10-29