Account Manager 2

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities 

• Has direct client contact.

• Read and prioritize emails from clients/vendors and take appropriate action.

• Approve invoices in accounting software and ensure bills are paid timely on an ongoing basis.

• Oversee wire transfers for accuracy and timeliness.

• Responsible for cash management, including cash transfers and managing cash balances.

• Review clients’ general ledger(s) for accuracy and omissions of unpaid invoices if client engagement is direct with Assistant Bookkeeper.

• Review year-end tax package for tax accountants.

• Prepare monthly reports.

• Prepare/Review cash flow statement of receipts and disbursements for team lead.

• Review Accounts Receivable, as needed.

• Collaborate with team lead to prepare and review supporting documents for tax examination, if applicable.

• Assist with clients’ medical insurance reimbursements, as needed.

• Assist with team lead for preparation of annual 1099 filings.

• Coordinate with third party payroll company to report periodic payroll runs, as needed.

• Review payroll tax returns prepared by payroll company to the general ledger.

• Review, assist and prepare Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.

• Collaborate with team lead to prepare credit applications (mortgages, autos, etc.), as needed.

• Collaborate with team lead in communications with property & casualty insurance brokers (i.e. review annual rates and coverage, worker’s compensation audit), as needed.

• Communicate with clients’ vendors to resolve billing inquiries (telephone company, cable, etc), as needed.

• Consistently attend team meetings to be informed of client needs.

• Attend client meetings, as needed.

• Performs other related duties as assigned.

Requirements 

• Bachelor’s degree in Accounting or Finance, or equivalent professional experience required.

• Minimum 4 years of bookkeeping experience, including AP/AR, payroll, month-end close, and financial reporting.

• Ability to work independently and collaboratively, following established guidelines while adapting to changing circumstances.

• Demonstrated ability to communicate effectively with clients, team members, and stakeholders through verbal, written, and interpersonal channels.

• Proven ability to work effectively in a team environment and foster collaboration to achieve shared goals.

• Strong client service orientation, actively seeking to understand and address client needs.

• Ability to prioritize tasks and deliver accurate work under tight deadlines.

• Proficient in MS Office Suite (Word, Excel, Outlook) and able to quickly learn new software or systems.

• Proven ability to manage multiple tasks simultaneously and allocate time efficiently to meet deadlines.

Preferred Qualifications

• Family Office experience preferred.

• Experience with Intacct or similar accounting software preferred.

• Familiarity with brokerage statements preferred.

• Tax experience considered a plus.

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Armanino has a robust offering of benefits, including:   

• Medical, dental, vision  

• Generous PTO plan and paid sick time  

• Flexible work arrangements  

• 401K with Profit Sharing  

• Wellness program  

• Generous parental leave  

• 11 paid holidays  

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.    

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance   

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/   

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.