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