Senior Account Manager (Business Management)

Posted 2 Days Ago
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Atlanta, GA, USA
Hybrid
75K-85K Annually
Senior level
Financial Services
The Role
Oversee accounting and financial operations for a portfolio of high-net-worth individuals, executives, entrepreneurs, and closely held businesses. Responsibilities include bookkeeping, accounts payable and receivable, payroll, cash management, journal entries, financial reporting, reconciliations, issue resolution, tax preparation support, compliance, and client relationship management. The role serves as a primary client contact and trusted financial advisor.
Summary Generated by Built In
Overview

Senior Account Manager (Business Management)

USA: Atlanta, GA (Hybrid)


MGO is seeking a highly organized and client-focused Senior Account Manager to join our growing Business Management practice. This role is ideal for a professional with a strong accounting and business management background who thrives in a client-facing environment and enjoys serving as a trusted advisor to high-net-worth individuals, executives, entrepreneurs, and closely held businesses.

As a Senior Account Manager, you will oversee day-to-day financial operations for a portfolio of clients, manage complex accounting matters, and build strong relationships with clients and their professional advisors. You will combine technical accounting expertise with strategic problem-solving to help clients make informed financial decisions and achieve their long-term goals.

Key Responsibilities
  • Manage day-to-day accounting and bookkeeping activities for client engagements.
  • Oversee accounts payable, accounts receivable, payroll processing, and cash management.
  • Prepare journal entries, financial reports, schedules, and reconciliations.
  • Identify and resolve accounting issues, anomalies, and non-routine transactions.
  • Communicate regularly with clients, vendors, banking contacts, and external advisors.
  • Support tax preparation processes and provide necessary financial documentation.
  • Ensure accuracy, compliance, and timely completion of financial activities.
  • Serve as a primary point of contact and trusted resource for assigned clients.
Qualifications
  • 3+ years of accounting, bookkeeping, or business management experience within a Business Management or CPA firm environment.
  • Experience with Datafaction/AgilLink required.
  • Strong understanding of accounting principles and financial operations.
  • Experience with payroll, business licensing, state filings, and regulatory compliance is a plus.
  • Bachelor's degree in Accounting, Finance, or related field preferred.
  • Excellent communication, organizational, and client relationship management skills.

Compensation: $75,000 - $85,000 annually


Join MGO and help successful individuals and businesses navigate financial complexity with confidence while building a rewarding career in Business Management.




#LI-Hybrid


Skills Required

  • 3+ years of accounting, bookkeeping, or business management experience within a Business Management or CPA firm environment
  • Experience with Datafaction or AgilLink
  • Strong understanding of accounting principles and financial operations
  • Experience with payroll, business licensing, state filings, and regulatory compliance
  • Bachelor’s degree in Accounting, Finance, or a related field
  • Excellent communication, organizational, and client relationship management skills
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The Company
HQ: Century City, CA
585 Employees
Year Founded: 1987

What We Do

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, India, and Asia, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.

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