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Senior Account Manager

Walls Financial

This is a Full-time position in New York, NY posted June 10, 2021.

Walls Financial Group (WFG) is a NYC based financial concierge firm that offers a full spectrum of financial planning services to creative professionals throughout the US.

We assist small businesses and individuals assess, execute and maintain financial events so that they can focus on what they do best while retaining financial security and independence.

Job Description:

The Senior Account Manager at WFG is key to the organization.

Each Senior Account Manager is required to wear many hats in order to take complete ownership for all aspects of each client’s financial life by administering bookkeeping and accounting functions including but not limited to payroll, tax preparation, accounts payable, accounts receivable, banking, reconciliations, financial reporting, compliance, and retirement and estate planning.

Responsibilities:

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Process payroll and prepare quarterly and annual payroll tax returns as well as annual forms 1099 and W-2s

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Maintain the accounting software for accounts receivable, accounts payable and general leger

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Prepare all payments of invoices via paper and electronic methods

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Prepare all receipts of revenue

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Manage and monitor cash flows and perform bank and credit card reconciliations at the end of each time period

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Prepare accurate and timely financial reports including income statements and balance sheets that comply with US GAAP

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Analyze financial reports and provide meaningful variance reports

Requirements:

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10+ years’ experience as a bookkeeper or staff accountant

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5+ years’ experience proficiently using QuickBooks ERP system

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Expert MS Office skills, with an emphasis on Excel and Word

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Working knowledge of Salesforce and Quicken

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Candidate should be a Certified Bookkeeper or working towards the qualification

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Tax experience a plus

Core Competencies:

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Confidentiality

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Exceptional organizational skills and accuracy

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Excellent verbal and written communications skills with an emphasis on superior customer relations

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Track record successfully working in a small office environment

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Proven team player

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Successful multi-tasker with the ability to quickly reprioritize

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Effective self-starter who is tech-savvy and is a quicker learner

Benefits: Medical, Dental, 401(k), flexible hours

Job Type: Full-time

Experience:
Excel: 5 years (Required) Bookkeeping: 10 years (Required) Quickbooks: 5 years (Required)
Location:
New York, NY 10011 (Required)
Language:
English (Required)