Account Executives
This position requires the ability to accurately execute and oversee the posting of financial transactions and creation of financial reports from that information. The Account Executive oversees, supports and coaches a team of Bookkeepers ensuring all necessary and appropriate records, files, postings and processes are compliant for the financial operation of our Clients. Additionally, this position will liaise with Clients ensuring their satisfaction with deliverables, conduct regular reviews, and year-end interface with external Tax Accountants.
Duties:
- Set-up and transition clients to computerized support or cloud software
- Leverage your business experience to support and mentor clients
- Develop year-end files and interface with external Tax Accountants
- Ensure all bank, credit cards and G/L reconciliations are complete and accurate
- Ensure all government reporting is accurate and on time
- Execute all tasks in a timely manner.
- Maintain a high standard of customer excellence.
Qualifications:
- Preference will be given to Quickbook ProAdvisors (Desktop and Online)
- Superior computer skills and expertise in Quickbooks, QBO, Excel, SAGE
- Good organization and time management skills
- Ability to multi-task and respect deadlines
- Post secondary education and/or Professional designation in business , administration or certification in bookkeeping or financial management
- 5 years business experience
Interested in becoming a certified Prevendel partner?
