Senior Account Manager (Business Management)

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.