Full-Time

Account Manager

Business Management

Confirmed live in the last 24 hours

Armanino

Armanino

1,001-5,000 employees

Consulting
Financial Services
Healthcare

Compensation Overview

$70k - $90kAnnually

Mid

Nashville, TN, USA + 17 more

More locations: San Francisco, CA, USA | Austin, TX, USA | Los Angeles, CA, USA | San Jose, CA, USA | Canoga Park, Los Angeles, CA, USA | Irvine, CA, USA | Dallas, TX, USA | San Ramon, CA, USA | Philadelphia, PA, USA | Chicago, IL, USA | Boise, ID, USA | St. Louis, MO, USA | Culver City, CA, USA | New York, NY, USA | Bellevue, WA, USA | Denver, CO, USA | El Segundo, CA, USA

Flexible work arrangements suggest a hybrid model.

Category
Customer Success Management
Sales & Account Management
Requirements
  • High School Diploma required.
  • Minimum 4 years’ of Business Management experience with a strong bookkeeping background.
  • Ability to work both independently and collaboratively, following pre-established guidelines while also adapting to changing circumstances.
  • Demonstrated ability to effectively communicate with clients, team members, and stakeholders through various channels including verbal, written, and interpersonal communication.
  • Proven track record of working effectively in a team environment, fostering collaboration and partnership to achieve common goals.
  • Dedicated to providing exceptional client service, actively seeking to understand and address client needs and concerns.
  • Ability to prioritize tasks and work accurately and efficiently under tight operational deadlines.
  • Proficient in MS Office Suite, including Word, Excel, and Outlook, with the ability to quickly learn and adapt to new technologies as needed.
  • Demonstrate proficiency in managing multiple tasks simultaneously, prioritizing responsibilities, and allocating time efficiently to meet deadlines.
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.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Ramon, California

Founded

1969

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • AI and automation services align with the digital transformation trend in wealth management.
  • Fund Administration Services expansion taps into a growing global market.
  • Strategic hiring in India leverages a growing talent pool for global operations.

What critics are saying

  • Competition from larger tech firms in AI and automation services is intensifying.
  • Talent acquisition challenges in India may impact expansion plans.
  • Proprietary tools like Audit Ally may face integration challenges with existing systems.

What makes Armanino unique

  • Armanino's AI tools for family offices enhance operational efficiency and scalability.
  • Audit Ally automates SOC 2 examinations, reducing reliance on third-party applications.
  • Armanino's diverse partner class reflects a commitment to inclusive leadership.

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