Client Account Manager

Annapolis, MD
Full Time
Mid Level

Job description

  • Manage a portfolio of clients and serve as their primary point of contact
  • Perform account reconciliations and ensure accuracy of financial records
  • Provide financial management support to clients, including budgeting and forecasting
  • Develop and maintain financial policies and procedures to ensure compliance with accounting standards and regulations
  • Conduct financial analysis to identify trends and make recommendations for improvement
  • Utilize accounting software such as QuickBooks
  • Prepare financial reports and present findings to clients
  • Assist with account analysis and identify areas for cost savings or revenue generation
  • Oversee all aspects of client accounting, including accounts payable, accounts receivable, general ledger, inventory management, and financial reporting

Job Type: Full-time

Salary: $90,000.00 - $115,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 5 years


  • Monday to Friday

Ability to commute/relocate:

  • Annapolis, MD 21403: Reliably commute or planning to relocate before starting work (Required)


  • Bachelor's (Required)


  • client accounting: 5 years (Required)
  • GAAP: 4 years (Required)

Work Location: Hybrid remote in Annapolis, MD 21403


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