Amdocs Studios · 16 hours ago
Account Manager - Financial Audit
Sourced. is a multi-award-winning company that provides essential back-office solutions. They are seeking a seasoned Account Manager - Financial Audit to oversee client engagements, coordinate audit fulfillment, and manage high-level client relationships.
ConsultingInformation TechnologySecurityTelecommunications
Responsibilities
Serve as the primary contact, build trust, and maintain long-term, strong client relationships, including providing support with engagement letters, audit progress checks, and answering questions as required
Act as the escalating leadership member for important audit and tax client needs, account oversight, project direction, and appropriate management of clients
Orchestrate and lead all details for new client kick-off meetings
Responsible for correct documentation input into the TaxDome system on a regular basis
Verify that all fractional audit and tax specialists are staying within the scoped work/hours for each of their respective accounts
Uphold deadlines and documentation for assigned accounts, including maintaining and overseeing TaxDome for task tracking, time tracking, and notes
Setup client documentation and ensure proper organization in Google Drive and AuditFile system
Report weekly account progress and action items with the Sourced. owners on hot topics, issues, and opportunities with clients
Qualification
Required
Previous experience in account management and business operations
Previous experience in accounting, financial audits and/or tax engagements
Strong ownership mentality and commitment to success
Bachelor's degree in accounting, finance, tax, or related industries
Exceptional problem-solving abilities with innovative initiatives
Expertise in Google Suite management and communication
Ability to build deep, meaningful relationships with clients
Account management: 5 years (Required)
Financial auditing: 3 years (Required)
Ability to Commute: Peachtree Corners, GA 30092 (Required)
Benefits
Fully Remote
1099
Company
Amdocs Studios
At Amdocs Studios, we provide end-to-end services that unify strategy, technology, and execution to drive measurable business impact across every industry we serve.
Funding
Current Stage
Late StageTotal Funding
$17.11MKey Investors
Round13 Capital
2021-05-12Acquired
2020-10-21Series Unknown· $1.9M
2019-09-10Series A· $15.21M
Recent News
CIO Australia
2022-12-07
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