Accounting Manager

Truity Partners; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A professional services firm based in Milwaukee is seeking an experienced Accounting Manager to manage accounting functions, monitor investments, and collaborate with a team. The ideal candidate will have over 3 years of accounting experience, strong interpersonal skills, and attention to detail. This is a full-time role offering medical and vision insurance, as well as a 401(k).

Qualifications

• 3+ years of accounting experience.
• CPA preferred.
• High level of interpersonal skills.

Responsibilities

• Perform accounting functions for clients including reconciliation and payroll.
• Monitor daily investment activity.
• Collaborate with team to understand all functions.

Skills

Interpersonal skills

Attention to detail

Communication skills

Organizational skills

Education

Bachelor’s degree in accounting or related field

Tools

Accounting software

Job description

Finance and Accounting Senior Recruiter | Helping connect Milwaukee candidates and companies to fill permanent staffing needs | UW-Madison Alumna

Our client is a company in the Milwaukee area looking for an Accounting Manager. Our client is looking for someone with 3+ years of experience, strong interpersonal skills, and high attention to detail.

Responsibilities

• Perform accounting functions for clients including reconciliation, bill and expense payment, payroll, cash flow management, tracking investments and management of reports.
• Monitor daily investment activity.
• Collaborate with team to understand all functions.
• Review quarterly investment advisor billing.
• Work with internal accounting team to coordinate billing for all services.
• Ad hoc project as needed.

Experience Required

• Bachelor’s degree in accounting or related field.
• 3+ years of accounting experience.
• CPA preferred.
• High level of interpersonal skills.
• Strong written and verbal communication skills.
• Highly organized, detailed orientated, and a problem solver.

Equal Opportunity Employer

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Professional Services

Benefits

• Medical insurance
• Vision insurance
• 401(k)