[{"title":"Account Manager / Accountant","details":"

Due to expansion and growth, we are seeking an Account Manager/Accountant to assist with high net worth and business management clientele.

Job Responsibilities include but are not limited to:

Maintain books for multiple clients, personal, partnership and corporate entities on a monthly, quarterly and annual basis
Interface with clients daily
Oversee all bookkeeping transactions for clients
Approve various transactions in AgilLink prepared by bookkeepers
Cash and bank account management, transfers, and deposits
Accounts Payable and Accounts Receivable back up to bookkeepers
Review bank reconciliations completed by bookkeeping staff (including manual reconciliations)
Credit card entries and reconciliations
Journal Entry posting
Payroll preparation including entry posting
Track and process commissions
Journalize investment transactions
Support partners with client insurance management
Assist with onboarding new clients including analysis of prior records and import of trial balance
Perform Compliance Tasks: Payroll Tax Returns (quarterly and yearly), Business Tax Returns, Sales Tax Returns, 1099’s, W-2s, 571L Property Tax Statements, etc.
Financial Statement Preparation
Assist with Year – End reconciliation of W-2’s, 1099’s and other various tax prep work
Coordinate with tax accountants on tax related matters
Prepare After-the-Fact Bookkeeping for various clients
Other related duties, as assigned

Knowledge, Skills and Qualifications:

Business Management and CPA firm experience preferred
AgiLink / Datafaction experience preferred
Minimum 5 years’ experience as an Account Manager/Accountant
Must have excellent written and verbal communication skills
Must be organized, detail oriented and possess good multi-tasking skills
Must have great interpersonal skills, be a team player with a professional attitude.
Software Experience in the following areas is desirable: AgilLink, Microsoft Outlook, Word, Excel, QuickBooks Desktop, QuickBooks Online, Laserfiche and CFS Tax Tools

Compensation & Benefits:

Starting salary is based on experience and is negotiable
This is a non-exempt position, which means you will be paid overtime
This position is eligible for annual bonuses depending on firm profitability and individual & team performance – baseline bonus is equal to 50% of tax season overtime
401(k) Retirement plan with employer contribution of 3% of wages
Generous Paid Time Off program
Company subsidized health insurance

Fishman, Block + Diamond LLP is an Equal Opportunity Employer

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