Assistant Account Manager - Business Management & Family Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for an

Assistant Account Manager

to join our Advisory Department. As an Assistant Account Manager, you will be responsible for:

Bill Pay functions

Entering cash receipts and maintaining commission/payment schedules

Performing bank reconciliations

Posting/downloading and analyzing credit card activity for proper coding

Booking payroll from outside payroll provider records with guidance from Account Manager

Making address changes

Communicating with vendors and resolving any vendor issues

Communicating with all members of the internal engagement team

Posting investment activity to accounting software

Preparing 1099's with guidance from Account Manager

Assisting in gathering year-end tax package documents

Maintaining electronic filing system & coordinating/organizing administrative requirements (filing, scanning, shredding, etc.)

Performing administrative duties such as filing and shredding

Qualifications:

Bachelor's degree preferably in Business (Accounting, Finance, Business Management)

Outstanding written, verbal, and interpersonal skills

Ability to multi-task and shift focus as needed

Strong attention to detail

Knowledge of Quickbooks and/or Datafaction is a plus

Proficient in Microsoft Office Applications

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