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Account Manager for Accounting Office

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Posted : Tuesday, September 03, 2024 01:47 PM

Seeking an experienced professional to work in a tax and accounting office providing accounting services for small business clients.
Accounting or bookkeeping experience preferred.
QuickBooks knowledge a must.
Part-Time, up to 25hrs per week.
Responsibilities include, but not limited to the following: PRIMARY CONTACT FOR: - Current Bookkeeping/Accounting Clients - Potential Bookkeeping/Accounting Clients - Business owners referred for Bookkeeping or Payroll Services SALES/ONBOARDING NEW CLIENTS: - Make contact with potential accounting or payroll clients to confirm proposed arrangements and fees for monthly services - Meetings with potential &/or newly referred clients to sign onboarding paperwork.
Respond to questions, and confirm agreement with the terms - Work with new clients to obtain items needed for Onboarding WORK WITH OFFICE TEAM (MANGERS, BOOKKEEPERS, ADMIN): - Monitor progress of Bookkeeping/Admin/Tax Preparation tasks so as to meet due dates for Monthly Financials, Tax Returns, etc.
QB TRAINING CLIENT’S DATA ENTRY STAFF: - Train their identified staff to complete data entry and print/view reports REQUIRED SKILLS/EXPERIENCE: - Experience with QuickBooks - Must have 2+years of experience - Excellent organizational skills, Detail oriented - Reliable and dependable - Professional demeanor with clients (written, phone and in-person) - Proficient in Word, Excel and Outlook with the ability to learn new software quickly - Must be able to work independently.
Maintain strict confidentiality ADDITIONAL QUALITIES WE ARE LOOKING FOR: - Proactive Team Player - Apprise office team of progress/status, potential difficulties; works well as part of a support team.
- Ability to engage with clients to direct, advise, provide information.
SEND SALARY RANGE WITH COVER LETTER, & RESUME.
Only responses with salary requirements will be considered.
Job Type: Part-time Pay: $21.
00 - $25.
00 per hour Expected hours: 20 – 30 per week Experience level: * 2 years Schedule: * Monday to Friday Experience: * Accounting: 2 years (Preferred) * bookkeeping: 1 year (Preferred) Ability to Relocate: * Cherry Hill, NJ 08034: Relocate before starting work (Required) Work Location: Hybrid remote in Cherry Hill, NJ 08034

• Phone : NA

• Location : 1040 Kings Hwy N, Cherry Hill, NJ

• Post ID: 9062773489


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