Our Mission, Values, and You
We deliver trusted financial solutions!
We uphold trust, add value, work together, and strive happiness.
If you share our mission and values, join us and make an impact! Apply For The Job Post Here
Role Of An Account Manager
As an account manager, you have a significant impact on the firm ensuring client needs are met, fostering positive client relationships, and helping drive business success through effective account management.
You Will Be Responsible For
- Client relationship management
- Understanding client needs
- Project coordination
- Problem resolution
- Contract management
- Performance monitoring
- Upselling and cross-selling
- Collaboration
- Feedback collection
- Strategic planning
What Your Day To Day Look Like
- Oversee, communicate & be responsible for a group of our clients to ensure that they are well-serviced from A-Z and that they are kept satisfied
- Prepare & present year-end financial statements & corporate tax returns
- Assist in tax research and client tax planning
- Assist in onboarding new clients by helping to clean up messy books
- Review the day-to-day work performed by our accountants to ensure that everything is on track
- Be accountable for the quality and timeliness of all tasks related to a group of clients that are assigned to you
- Assist with some of our virtual CFO services, such as budgeting, cash flow projections, KPI reports, consolidations, and other miscellaneous management reports that may be required by our clients
- Occasionally, when required, assist with bookkeeping & sales tax-related tasks
What You Need To Succeed
- You have obtained your CPA or CA accounting designation
- You have at least 5 years of accounting experience
- You have some experience working in an accounting firm (audit experience not required)
- You have experience managing a team
- You are a clear communicator
- You believe in delivering awesome customer service and you have experience in a customer-facing role
- You have corporate tax, individual tax & tax planning experience
- You are able to take a messy set of books and turn it into something pretty.
- You have experience constructing year-end financial statements
- You have experience creating budgets, cash-flow projections, and consolidations
- You are able to and like working in a fast-paced environment
- You are a problem solver
- You have experience with various online accounting systems, notably, QuickBooks Online
Why Join Us
- Pay as per industry standards
- Flexibility
- Happy work culture
Our Recruitment Process
1. If you are interested in this position, apply for it HERE
2. If you are selected, we will email you for an interview
3. After your interview, a skills test will be conducted
4. If you are selected, a final interview will follow
5. Post the partner interview, you will be given an employment offer
6. If you agree, congratulations, be ready for onboarding and being a part of our team!