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Account Manager

Company: Gables Search Group
Location: Cleveland
Posted on: November 26, 2022

Job Description:

General Summary of Position:

Responsible for organizing and managing constituents' accounts, including the completion of assignments, tasks and project components as well as coaching, advising and directing team members in meeting constituent and self-development expectations.

Essential Job Responsibilities:

  • Supervise and review bookkeepers on accounts managed.
  • Prepare and review annual tax returns.
  • Prepare and review payroll tax filings.
  • Prepare and review income tax projections.
  • Review quarterly and monthly financial statements and bank reconciliations prepared by bookkeepers.
  • Work with family investment managers, attorneys, insurance representatives, trustees, etc. as needed.
  • Administer various trusts and private foundations.
  • Assume additional responsibilities and perform special projects for various family members' issues as needed.
  • Occasional travel. Education and Experience:
    • Bachelor's degree in Accounting or in lieu of degree minimum 6 years of related experience in an accounting firm or family office.
    • Credentials such as CFP, CPA or EA preferred, but not required. Qualifications/Skills Required:
      • Proficient with tax preparation, tax planning, Microsoft system software.
      • Excellent verbal and written communication skills with family office constituents, staff and constituent providers.
      • High ethical standards, integrity and confidentiality.
      • Ability to organize, work effectively, meet deadlines and multitask.

Keywords: Gables Search Group, Cleveland , Account Manager, Executive , Cleveland, Ohio

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