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Info Origin Inc. · 1 day ago

Senior Account Manager

Phoenix, AZ

Full-time

Hybrid

Mid, Senior Level

$88K/yr - $106K/yr

5+ years exp

Info Origin is seeking a Senior Account Manager who will review accounting and bookkeeping work for small business clients. The role involves overseeing monthly accounting tasks, managing client communications, and ensuring the accuracy of financial statements.

Information ServicesInformation TechnologySoftware

Responsibilities

Review bookkeeping and accounting work for small business clients

Oversee monthly accounting, cleanup work, and year-end preparation

Handle a small number of compilation engagements and one review engagement

Ensure financial statements are accurate, complete, and well-supported

Communicate directly with small business clients to address accounting questions

Support senior staff and leadership during client interactions as needed

Maintain professional, timely, and client-focused communication

Manage multiple client files and deadlines simultaneously

Ensure projects move forward efficiently and are completed on time

Identify issues early and recommend practical solutions

Work with QuickBooks, UltraTax, and Canopy

Maintain organized documentation and clear workpapers

Qualification

Technical accounting knowledgePublic accounting experienceUS GAAP understandingQuickBooks proficiencyClient relationship skillsDetail-orientedCommunication skillsTeam player