Job details

Associate Account Manager

Job Title: Associate Account Manager

Department: Business Management

Location: Hybrid

Position Summary: We seek an Associate Account Manager/Full-Charge Bookkeeper to join our Business Management department. In this role, you will manage assigned clients and entities' day-to-day business, personal, and financial affairs. The Associate Account Manager may have the opportunity to oversee a small staff of Bookkeepers.

Requirements:

2-3+ years of experience in accounting and/or bookkeeping for high net-worth individuals, preferably within business management.
2+ years of experience in the client services field
Bachelor's degree in Accounting, Finance, or a related field
Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements.
Proficiency in Microsoft Office applications such as Word, Excel, PowerPoint, and Outlook and knowledge of accounting principles.
Demonstrated problem-solving abilities, sense of urgency, and ability to follow through.
Exceptional written and verbal communication abilities and customer service skills.
Ability to handle confidential information with utmost security and tact.
Commitment to professionalism, timeliness, and accuracy.
Familiarity with Datafaction, AgilLink, and/or Imaging Software is highly preferred.

Responsibilities:

Manage daily client activities, such as requests, and ensure timely follow-up on all outstanding matters.
Oversee AP/AR, cash receipt and journal entry coding, general ledger, payroll, and review of financial statements.
Review bank balances and statements and approve transfers as needed.
Monitor credit card activity, fraud alerts, and credit score issues.
Keep track of insurance renewals and claims.
Assist with home and car purchases and other projects whenever required.
Collaborate with team members to ensure that all tasks are accurate and completed on time.
Stay up to date with industry developments and best practices.

$70,000 - $90,000 a year

The annual salary target for this job in this market is $70,000 - $90,000. The specific compensation for this role will be determined based on the market demand, education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total salary. In addition to income, the following benefits are available: comprehensive medical, dental, and vision insurance, retirement savings, life and disability insurance, profit sharing and 401(k) match, certification incentives, education assistance, referral program, and more.

Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, profit-sharing plan contributions, paid parental leave, 401(k) match, generous PTO, and overtime pay. We also offer fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.

About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.

Average salary estimate

$80000 / YEARLY (est.)

min

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$70000K

$90000K

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What You Should Know About Associate Account Manager, Gursey

Are you ready to take your career to the next level with Gursey | Schneider LLP? We're on the lookout for an enthusiastic Associate Account Manager to join our dynamic Business Management team in Century City, CA! In this hybrid role, you'll play a key part in managing the day-to-day personal and financial affairs of our high net-worth clients. With 2-3 years of experience in accounting or bookkeeping and a degree in Accounting, Finance, or a related field, you’ll be prepared to handle everything from general ledger duties to payroll processing. Plus, you might get the chance to oversee a small team of Bookkeepers, allowing you to flex your leadership muscles! Our ideal candidate will have exceptional communication skills and a knack for problem-solving, along with familiarity with software like Datafaction and AgilLink. You’ll work closely with clients, ensuring their requests are met promptly while also keeping a watchful eye on all financial activities, from AP/AR to bank reconciliations. At Gursey | Schneider, your role doesn't stop at numbers; you'll contribute to exciting projects, from home and car purchases to managing insurance renewals. With a competitive salary of $70,000 - $90,000 and generous benefits like comprehensive medical coverage, a 401(k) match, and our famous annual ski trip, this is more than just a job—it’s an opportunity to grow and thrive in a firm that's earned accolades as one of the best in the industry for the past 40 years. Come join us and help shape the future of our clients' financial journeys!

Frequently Asked Questions (FAQs) for Associate Account Manager Role at Gursey

What are the primary responsibilities of an Associate Account Manager at Gursey | Schneider LLP?

As an Associate Account Manager at Gursey | Schneider LLP, your primary responsibilities involve managing client relationships and overseeing daily financial activities. This includes handling accounts payable and receivable, processing payroll, ensuring accurate journal entries, and reviewing financial statements. You'll also monitor client credit card activities, assist with insurance claims, and help clients with purchases like homes and cars. Your role is essential for ensuring that each client's financial matters are handled smoothly and efficiently.