Business Management Supervisor

Core Responsibilities

• Acts as the partner’s liaison when needed
• Keeps partners aware on all client communication
• Main point of contact for client requests
• Manages cash balances in management and pocket accounts and ensures they have positive balances
• Ensures that Financial Statements (F/S), corporate and individual tax returns, close-out tax packages, and pension accounting are performed and delivered within appropriate timelines
• Captures and coordinates loan/financing packages for lenders as needed
• Identifies and helps solve engagement (job) technical issues, anomalies, and non-routine items

Essential Functions

• Receives, enters, approves, and, when necessary, investigates client’s accounts payable invoices
• Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts
• Handles client mail
• Prepares appropriate schedules and reports as requested by clients and managers/partners
• Takes full ownership of assigned clients

Skills

• Agilink and QuickBooks Online is strongly preferred
• Knowledge of computerized accounting, but must be able to do a manual set of books
• Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing, and State Board of Equalization

Minimum Qualifications

• 7 + years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger, and financial reports
• Prior experience in Business Management required

Salary

$90,000 - $130,000