Account Manager - Financial Audit jobs in United States
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Amdocs Studios · 19 hours ago

Account Manager - Financial Audit

Sourced. is a multi-award-winning company that provides essential back-office solutions. They are seeking a seasoned Account Manager - Financial Audit to oversee client engagements, coordinate audit fulfillment, and manage high-level client relationships.

ConsultingInformation TechnologySecurityTelecommunications

Responsibilities

Serve as the primary contact, build trust, and maintain long-term, strong client relationships, including providing support with engagement letters, audit progress checks, and answering questions as required
Act as the escalating leadership member for important audit and tax client needs, account oversight, project direction, and appropriate management of clients
Orchestrate and lead all details for new client kick-off meetings
Responsible for correct documentation input into the TaxDome system on a regular basis
Verify that all fractional audit and tax specialists are staying within the scoped work/hours for each of their respective accounts
Uphold deadlines and documentation for assigned accounts, including maintaining and overseeing TaxDome for task tracking, time tracking, and notes
Setup client documentation and ensure proper organization in Google Drive and AuditFile system
Report weekly account progress and action items with the Sourced. owners on hot topics, issues, and opportunities with clients

Qualification

Account managementFinancial auditingGoogle SuiteProblem-solvingRelationship building

Required

Previous experience in account management and business operations
Previous experience in accounting, financial audits and/or tax engagements
Strong ownership mentality and commitment to success
Bachelor's degree in accounting, finance, tax, or related industries
Exceptional problem-solving abilities with innovative initiatives
Expertise in Google Suite management and communication
Ability to build deep, meaningful relationships with clients
Account management: 5 years (Required)
Financial auditing: 3 years (Required)
Ability to Commute: Peachtree Corners, GA 30092 (Required)

Benefits

Fully Remote
1099

Company

Amdocs Studios

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At Amdocs Studios, we provide end-to-end services that unify strategy, technology, and execution to drive measurable business impact across every industry we serve.

Funding

Current Stage
Late Stage
Total Funding
$17.11M
Key Investors
Round13 Capital
2021-05-12Acquired
2020-10-21Series Unknown· $1.9M
2019-09-10Series A· $15.21M

Leadership Team

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Amy Rosenthal, PHR
HR Business Partner
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Kate Pisano
Global Learning Partner
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Company data provided by crunchbase