Account Manager

Job Summary

A company is looking for an Account Manager.

Key Responsibilities

• Provide customized bookkeeping and bill paying services for high-net-worth individuals and small to medium-sized businesses
• Manage accounts payable, receivables, and journal entries, including generating month-end client reports
• Maintain confidentiality and handle sensitive information with discretion while managing multiple clients

Required Qualifications

• Certified Bookkeeper (or similar) preferred
• 3+ years of directly related experience
• Proficient in QuickBooks Desktop, QBO, and Quicken (preferred)
• Strong knowledge of Outlook, Word, and Excel
• Experience in managing online/offline bill pay and reconciling accounts