Account Manager

Maloney + Novotny Advisory Services
Cleveland, Ohio
Up to $100,000 + benefits
Closing date
Apr 16, 2023

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

 Account manager is responsible for providing accounting, reporting, investment monitoring and oversight, tax planning and compliance, and other services to constituents.

•    Supervise and review bookkeepers on accounts managed
•    Prepare/review annual tax returns
•    Prepare/review payroll tax filings
•    Prepare/review income tax projections
•    Review quarterly/monthly financial statements and bank reconciliations prepared by bookkeepers
•    Work with family investment managers, attorneys, insurance representatives, trustees, etc., as needed
•    Administer various trusts and private foundations
•    Assume additional responsibilities and perform special projects for various family members’ issues as needed
•    Occasional travel

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