CAREERS




ACCOUNT MANAGER


The primary responsibility of this role is to oversee the day-to-day business, personal and financial affairs of assigned clients and entities. The Account Manager will supervise a small staff of bookkeepers. 

 

Responsibilities:

 

Daily client activity, including requests and timely follow up on all outstanding matters

  • Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll and financial statement review)
  • Review bank balances and statements and approve transfers as needed
  • Monitor credit card activity, fraud alerts and credit score issues
  • Monitor Insurance renewals and claims
  • Assist with home and car purchases
  • Other projects, as needed

 

The successful candidate with possess the following qualifications:

 

  • 4+ years of experience in accounting and bookkeeping for high net-worth individuals, preferably within business management
  • 3+ years of experience in the client services field
  • Associate’s or bachelor’s degree in accounting or finance is highly favored
  • Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations and financial statements
  • Prior experience in a Lead, Senior or Management role
  • Excellent communication skills (in person, on the phone, and via email)
  • Sense of urgency and demonstrated ability to follow through
  • Commitment to professionalism, timeliness and accuracy
  • Advanced computer skills including Microsoft Excel, accounting software, and databases
  • Experience with Datafaction and/or Imaging Software is highly preferred

 

This is an exempt position. Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, 401(k), a generous paid time off policy and paid holidays every year.

 

To apply, please submit your resume to jobs@goodfriendjacobs.com.




BOOKKEEPER


Responsibilities:

 

  • Accounts payable
  • Accounts receivable
  • Bank reconciliation
  • Journal entry posting
  • Financial statement preparation
  • Payroll

A successful candidate will possess the following qualifications:

 

Excellent communication skills (in person, on the phone and via email)

  • Sense of urgency
  • Keen eye for details
  • Ability to quickly shift gears without losing focus
  • Experience with Datafaction software is highly preferred

 

This is a non-exempt, full-time position. Salary is competitive based on experience. Comprehensive benefits package includes: Medical, Dental, Vision, 401(k), a generous paid time off policy and paid holidays every year. We offer a diverse and employee-friendly environment with great work/life balance. 

 

Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

 

To apply, please submit your resume to jobs@goodfriendjacobs.com.