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Account Manager

Job Description:  

Account Managers at WFG are key roles within the company. Each Account Manager is assigned his or her own clients and is responsible for all aspects of a client’s financial life. Each Account Manager wears many hats to take complete ownership for all aspects of each client relationship by administering bookkeeping and accounting functions including but not limited to payroll, data gathering for tax preparation, accounts payable, accounts receivable, banking, reconciliations, financial reporting, compliance, and retirement and estate planning. (While this is designed to be a full-time role, we could consider a job share scenario for two individuals.) This can be a remote or hybrid role. 


  • Process payroll and prepare quarterly and annual payroll tax filings as well as annual forms 1099s and W-2s

  • Maintain the accounting software for accounts receivable, accounts payable and general leger

  • Prepare all payments of invoices via paper and electronic methods

  • Prepare all receipts of revenue

  • Perform bank and credit card reconciliations at the month, quarter, and/or year (and/or other time periods as necessary)

  • Monitor and manage cash flows in a timely manner

  • Maintain accounts receivable and accounts payable

  • Prepare accurate and timely comparative financial reports including income statements and balance sheets that comply with US GAAP

  • Analyze financial reports and provide meaningful variance reports

  • Prepare all statutory filings with federal, state, and local jurisdictional authorities and estimated tax payments

  • Interface with clients, bank representatives, insurance brokers, and other business partners as needed on an ongoing basis



  • 7-10 years’ experience as a bookkeeper or staff accountant

  • 3-5 years’ experience proficiently using QuickBooks ERP system

  • Expert MS Office skills, with an emphasis on Excel and Word

  • Working knowledge of Salesforce and Quicken preferred

  • Candidate should have a Certified Bookkeeper accreditation

  • Tax experience with ProSeries a plus


Core Competencies:

  • Confidentiality, discretion, and accuracy

  • Exceptional planning and organizational skills, utilizing proficient time management

  • Excellent verbal and written communications skills with an emphasis on superior customer relations

  • Track record successfully working in a small office environment

  • Proven team player

  • Successful multi-tasker with the ability to quickly reprioritize

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