Senior Account Manager

The-Forge-Companies; Alpharetta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Abacus Advisors, LLC in Alpharetta, GA, seeks a Senior Account Manager to oversee daily bookkeeping and client accounting services for a portfolio of complex clients, including bill pay, AR, reconciliations, and monthly close. Strong QuickBooks Online proficiency required.

You will serve as a trusted resource, maintain accurate records, and collaborate with Relationship Managers to deliver insights and improvements in client accounting workflows.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5–7 years of bookkeeping or accounting experience.
• Advanced proficiency in QuickBooks Online required.

Responsibilities

• Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
• Review and approve bill pay, settlement support, AR support, and other accounting-related services.
• Ensure timely completion of monthly bookkeeping activities.
• Perform advanced client cost reconciliations and maintain supporting documentation.
• Maintain client working files and ensure records are complete and organized.
• Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
• Identify and escalate significant changes in client business activity.
• Provide updates and feedback to Relationship Managers regarding client accounting matters.
• Participate in annual client reviews and provide relevant financial insights and recommendations.
• Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
• Execute ongoing client work within the Client Project Module.
• Support annual 1099 reporting projects.
• Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
• Maintain a high level of accuracy, organization, and responsiveness while managing multiple priorities.

Skills

Client management

Communication

Organizational

Attention to detail

Multitasking

Analytical thinking

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

Microsoft Office

Job description

Career Opportunities with The Forge Companies

A great place to work.

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Job Summary

The Senior Account Manager is responsible for managing day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay, settlement support, accounts receivable support, monthly bookkeeping, and account reconciliations. The Senior Account Manager serves as a trusted resource for clients, ensuring accurate financial records, providing accounting guidance, and delivering exceptional client service. The ideal candidate is highly organized, detail-oriented, experienced in QuickBooks Online, and comfortable managing multiple client relationships in a fast-paced environment.

Key Activities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client Accounting Management

• Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
• Review and approve bill pay, settlement support, accounts receivable support, and other accounting-related services.
• Ensure accurate and timely completion of monthly bookkeeping activities.
• Perform advanced client cost reconciliations and maintain supporting documentation.
• Maintain client working files and ensure records are complete and organized.

Client Relationship Management

• Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
• Identify and escalation significant changes in client business activity.
• Provide updates and feedback to Relationship Managers regarding client accounting matters.
• Participate in annual client reviews and provide relevant financial insights and recommendations.

Accounting Operations

• Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
• Execute ongoing client work within the Client Project Module.
• Support annual 1099 reporting projects.
• Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
• Maintain a high level of accuracy, organization, and responsiveness while managing multiple priorities.

Desired Knowledge, Skills, and Abilities

• Bachelor's degree in Accounting, Finance, or related field preferred.
• 5–7 years of bookkeeping or accounting experience required.
• Advanced proficiency in QuickBooks Online required.
• Strong understanding of accounting principles and financial reporting.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple clients and deadlines simultaneously.
• Strong customer service and relationship management skills.
• Collaborative team player with a process-improvement mindset.
• Proficient in Microsoft Office Suite and able to learn new systems and technologies quickly.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 10 pounds at times.

Schedule

• 8-hour shift
• Monday to Friday

About Abacus Advisors

Abacus Advisors, LLC provides outsourced bookkeeping, payroll, and HR administrative services to law firms. Our team partners with clients to deliver accurate financial management, operational support, and exceptional service that allows attorneys to focus on growing their practices.