Account Manager, Business Management

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.  

Job Responsibilities  

• Has direct client contact. 

• Review mail, email, and other communications daily for actionable items, such as checks, invoices, notices, etc. and communicate timely to team lead. 

• Responsible for cash management, including cash transfers and managing cash balances. 

• Enter/Review client’s invoices into accounting software and pay bills timely on an ongoing basis. 

• Prepare wire transfers accurately and timely. 

• Process, record, and review bank deposits into correct entities/accounts. 

• Run payroll. 

• Review and reconcile intercompany activity between multiple entities. 

• Review monthly bank reconciliations timely and accurately prepared by assistant bookkeeper. 

• Prepare/Review cash receipt and disbursement report and send to client timely. 

• Reviews AR Aging Report and follows up as necessary. 

• Assist with preparation for financial statements. 

• Assist with clients’ medical insurance reimbursements, as needed. 

• Prepare/Assist with team lead of annual 1099 filings. 

• Coordinate with third party payroll company to report periodic payroll runs, as needed. 

• Review payroll tax returns prepared by payroll company to the general ledger, as needed. 

• Assist and prepare Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property, as needed. 

• Collaborate with team lead to prepare credit applications (mortgages, autos, etc.), as needed. 

• Collaborate with team lead in communications with property & casualty insurance brokers, as needed. 

• Communicate with clients’ vendors to resolve billing inquiries (telephone company, cable, etc), as needed. 

• Consistently attend team meetings to be informed of client needs. 

• Performs other related duties as assigned. 

Requirements  

• Bachelor’s degree in Accounting, Finance, or related field OR equivalent related experience. 

• Minimum of 1 year of Business Management, bookkeeping and/or accounting-related experience. 

• Ability to work both independently and collaboratively, following pre-established guidelines while also adapting to changing circumstances. 

• Demonstrated ability to effectively communicate with clients, team members, and stakeholders through various channels including verbal, written, and interpersonal communication. 

• Proven track record of working effectively in a team environment, fostering collaboration and partnership to achieve common goals. 

• Dedicated to providing exceptional client service, actively seeking to understand and address client needs and concerns. 

• Excellent typing skills with a demonstrated ability to maintain high levels of accuracy and efficiency in data entry tasks. 

• Ability to prioritize tasks and work accurately and efficiently under tight operational deadlines. 

• Proficient in MS Office Suite, including Word, Excel, and Outlook, with the ability to quickly learn and adapt to new technologies as needed. 

Preferred Qualifications  

• Knowledge or experience with AgilLink software preferred. 

"Armanino" is the brand name under which Armanino LLP and A