Account Manager at Tooth and Coin

For Monthly Reporting (with training) • Review all transactions from each client’s bank account for proper account classification. • Review Balance Sheet accounts for any unusual balances. • Prepare a Management Report for each month to allow for clarity of the practice’s results. • If no Management Report is issued then a no report issued statement is issued. • Submit ask client questions on transactions that have been flagged as uncertain. • Prepare Journal Entries to close out each month. Throughout the Year (with training) • Provide Payroll guidance as needed. • Prepare Sales Tax Returns as needed. • Work with gathering supporting documents for balance sheet items and supporting schedules. • Share wins that the client has had with the rest of the Tooth and Coin team so that we can all celebrate. • Assist with onboarding new clients into the Accounting department. End of the Year (with training) • Assist the tax team with closing the financials for the year, allowing for tax journal entries to be completed that lead to the tax return being completed. • Assist the client with 1099 processing, as needed.

Account Manager

Responsibilities

Skills wanted:

Language(s) required:

Joseph Rugger

About Tooth and Coin:

mission:

Job benefits for full-time members:

toothandcoin.com/

Admin access needed