Account Manager

CBIZ, Inc.

California

Description

#LI-JF1 #LI-Hybrid

Responsibilities

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

Qualifications

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

Apply

Vacancy posted 3 days ago

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