Account Manager - Business Management - Toplitzky&Co

Established in 1980, Toplitzky&Co is the independent, strategic financial partner for high-net-worth individuals, business owners and executives. We are CPAs specializing in multi-family office, business management, and tax planning and compliance. Having forged life-long and high-value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations.

Toplitzky&Co is seeking an Account Manager to serve in a key company role. She/he will have client contact and participate in business discussions with clients, and it is therefore necessary for this person to have strong English language communication skills.

Key Responsibilities:

• Client interaction - Act as the primary finance contact for clients, addressing their needs and maintaining strong relationships.

• Handle client’s books and prepare monthly and quarterly financial statements.

• Book and process client payroll.

• Maintain accurate General Ledger/Trial Balances.

• Onboard new clients and set up new vendors and Chart of Accounts in the accounting system (Quickbooks Desktop).

• Maintain cash flow and reporting requests for clients.

• Provide backup coverage for other Account Managers as needed.

• Process Accounts Payable and Cash Receipts.

• Coordinate and complete client loan applications.

• Provide accurate asset schedules for insurance.

• Work closely with the tax department to ensure clean and accurate books.

• Ensure that tax deadlines (1099s, estimated payments) are met timely.

• Other related duties as assigned.

Essential Skills & Qualifications:

• Competency in Quickbooks Desktop and Microsoft applications including Word, Excel, and Outlook

• Self-motivated with excellent organizational skills

• Strong verbal and written communication skills a must

• Attention to detail and ability to multi-task is an asset

• Strong organizational and problem-solving skills

• Exceptional interpersonal skills

• Friendly and professional demeanor

• Ability to work well with a team

 Education and Experience Requirements:

• High School diploma required

• A Bachelor's degree from an accredited institution preferred

• 4 plus years of experience in accounting, business management, and/or working with high-net-worth individuals

• 1 plus years of experience working in QuickBooks preferred

• Proficient in Microsoft Office

What We Offer

• Employer-paid medical coverage

• 401(k) with company profit sharing

• Parking

• Paid time off (annual vacation plus holidays)

• Opportunity for growth within the company