Account Manager | Family Office

#LI-JF1 #LI-Hybrid

Essential Functions and Primary Duties

• May prepare corporate tax returns, client billing, engagement letters and contracts
• May complete bookkeeping and accounting duties for clients.This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities as assigned

 

Preferred Qualifications

• Associate's degree
• Previous experience with accounting systems such as AgilLink & QuickBooks

 

Minimum Qualifications

• High School Diploma or GED required
• At least 3 years of accounting experience
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.