Job Description

Summary of responsibilities:

The Account Manager manages and maintains the books of various clients assigned; records

transactions within established systems and procedures; helps prepare financial reports and

forecasts; keeps clients financial, personnel and/or personal records; communicates with clients

on a one-on-one basis; and directs and reviews the work of assistants.

Primary Responsibilities:

• Verify and enter details of transactions as they occur in accounting software.

• Maintain the bills and receipts as a ready reference for any transaction recorded.

• Prepare appropriate schedules and reports as requested.

• Handle daily mail including notices and disbursements.

• Prepare payroll and all payroll tax returns on timely basis.

• Prepare annual information returns such as 1099s, business license, etc.

• Prepare bank reconciliations monthly.

• Research account payable and accounts receivable issues as needed.

• Assist clients in shopping insurance and/or renewals.

• Prepare quarterly earnings reports for various guilds – WGA, DGA, etc.

• Prepare medical/dental insurance submissions and reconciliations.

• Supervise assistants in accordance with company policies and procedures.

• Establish assistant goals and conduct performance reviews.

• Responsible for assistant scheduling to include work assignments and training.

• Assist assistant to resolve complex or out-of-policy operation problems.

• Responsible to meet team productivity and quality goals.

• Keep managers and partners informed of important developments on clients.

• Perform other duties as required by daily operations and assigned by management

Education and Experience:

• College coursework in Accounting, through Intermediate Accounting preferred.

• Ability to perform several tasks concurrently with ease and professionalism.

• Ability to operate calculator, computer and other general office equipment.

• Ability to communicate clearly and concisely, verbally and in writing, in English.

• Proficiency in use of accounting software, Word and Excel.

• Works with confidential firm & personnel matters, requires ability to keep matters confidential.

Expected annual billable hours: 1600