Account Manager

Join a well-established and highly respected firm, where you’ll work with an impressive roster of clients across unique industries. As an Account Manager, you’ll take ownership of managing the day-to-day financial, business, and personal matters for assigned accounts. This role is integral to ensuring accuracy, efficiency, and exceptional client service, while also providing mentorship and leadership to bookkeeping staff.

Key Responsibilitie

• sServe as the primary point of contact for assigned accounts, in coordination with senior staff
• .Apply knowledge of both personal and corporate Chart of Accounts
• .Monitor daily account activity, process requests, and follow up on pending matters promptly
• .Review daily bank balances and oversee necessary transfers
• .Prepare and reconcile daily and monthly bank statements
• .Generate monthly cash flow reports and oversee period-end closing activities
• .Accurately complete daily billing timesheets with appropriate commentary
• .Utilize internal systems and tools (e.g., expense allocation modules, bill schedulers, document repositories) to maintain workflow efficiency
• .Review and approve work prepared by Bookkeepers, including billing and payroll timesheets
• .Provide mentorship, training, and oversight to bookkeeping staff
• .Collaborate with management to maintain clean, accurate, and timely financial records
• .Identify and recommend process improvements to increase efficiency (e.g., implementing digital payment solutions, reducing reliance on paper)
• .Perform additional duties as assigned

.
Required Skill

• s Strong accounting background with the ability to manage full-cycle financial processe
• s.Capacity to work independently and proactively anticipate needs of both clients and team member
• s.Excellent time management and decision-making skill
• s.Strong follow-up and organizational abilitie
• s.Clear communication skills, both written and verba
• l.Familiarity with financial management platforms such as AgilLink or comparable system

s.
Education and Experie

• nceAssociate’s degree in Accounting or related field required; Bachelor’s degree preferr
• ed.Minimum of 4 years of experience in a business management or accounting fi
• rm.Experience working with clients in the entertainment or related industries is a pl

us.
Sa

lary$85,000 to $125,000 based on experi

ence
Application Instruct

ions:Please send your resume in Word forma

t to:Allan Fi

sher Premier Financial S

View email address on click.appcast.io

h.com
Let’s Connect & Explore Your O

ptionsWe are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career

goals.
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bout UsPremier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. Including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and