Assistant Account Manager - Business Management & Family Office
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise.
We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development.
At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Assistant Account Manager to join our Advisory Department. As an Assistant Account Manager, you will be responsible for :
- Bill Pay functions
- Entering cash receipts and maintaining commission / payment schedules
- Performing bank reconciliations
- Posting / downloading and analyzing credit card activity for proper coding
- Booking payroll from outside payroll provider records with guidance from Account Manager
- Making address changes
- Communicating with vendors and resolving any vendor issues
- Communicating with all members of the internal engagement team
- Posting investment activity to accounting software
- Preparing 1099's with guidance from Account Manager
- Assisting in gathering year-end tax package documents
- Maintaining electronic filing system & coordinating / organizing administrative requirements (filing, scanning, shredding, etc.)
- Performing administrative duties such as filing and shredding
Qualifications :
- Bachelor's degree preferably in Business (Accounting, Finance, Business Management)
- Outstanding written, verbal, and interpersonal skills
- Ability to multi-task and shift focus as needed
- Strong attention to detail
- Knowledge of Quickbooks and / or Datafaction is a plus
- Proficient in Microsoft Office Applications
J-18808-Ljbffr
Retail Assistant Manager
Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on th...
Apple Business Expert - B2B Business Expert - Account Manager
Do you love to collaborate and help businesses thrive? At the Apple Store, you connect business professionals and entrepreneurs with the tools they need in order to put Apple solutions to work in their businesses. As a Business Expert, you introduce Apple solutions, technology, and services to busin...
Manager, Online Wholesale Account Management (retailer.com) Smashbox & Glamglow
Manager, Online Wholesale Account Management (Retailer. The manager closely aligns with the Retail Account Leads to provide on-going guidance and support in strategic program development to maximize retailer. Conduct weekly sales, mix of business, and site analyses to maintain a pulse on the busines...
Business Management Account Manager
This Business Management Account Manager role will be working with Assistant Account Managers and Seniors to execute full-charge bookkeeping functions for clients in the Business Management industry. MGO is growing and we need an experienced, knowledgeable and professional Account Manager within the...
Operations Assistant Manager
Responsible for assisting with all operational tasks within the store as delegated and assigned by the Store Manager with main focus on the front-end and sales floor operations. Also assist with the hiring, training and development of store associates as delegated by the Store Manager. Assist with a...
Business Management Senior Account Manager
MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Deposits accounts receivables into client bank accounts. Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Se...
Assistant Manager
To protect and deliver the Del Taco Brand and grow sales while maximizing the efficiency and profitability of the restaurant by leading the Del Taco Way with the General Manager or as the lead manager. Support the General Manager's efforts to adequately staff the restaurant with quality people who a...
Account Executive Family Office
Account Executive Family Office. Create new business opportunities and build relationships with Family Offices. The individual in this role would be responsible for selling into Family Offices. Partner with subject matter experts to navigate across solutions and present sound business conclusions fr...
Account Manager
We are searching for a Account Manager to join our fun, fast-paced, growing team and take on full responsibility for converting sales leads into customers. As an Account Manager, you’ll be directly responsible for the preservation and expansion of our customer base. Strong verbal and written c...
Merchandise Assistant Manager
Assist Store Manager in the management of freight flow. Responsible for assisting with merchandising and freight processing tasks that have been delegated and assigned by the Store Manager. Assist with the hiring, training and development of store associates as delegated by the Store Manager. Assist...