At Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We’re looking for a Senior Account Manager to join our expanding Cannabis Practice! This position is remote based in the U.S.

Summary

The Senior Account Manager will play a critical part in delivering accounting, financial reporting, and advisory services to a variety of clients, including HNW individuals and small to mid-sized businesses. The Senior Account Manager will be managing client accounts, overseeing junior team members, and ensuring the timely and accurate delivery of accounting services.

Key Responsibilities

• Client Relationship Management:

Serve as the primary point of contact for a portfolio of clients, building and maintaining strong relationships. Proactively communicate with clients and their trusted advisors to address their accounting needs and provide value-added services.

• Accounting and Financial Reporting:

Oversee the bill pay, bookkeeping, and preparation /review of monthly, quarterly, and annual financial statements for clients. Ensure that all transactions are accurately recorded in accordance with accounting principles, and that financial reports are comprehensive and timely.

• Supervision and Mentorship:

Lead and mentor junior staff and associates, providing training and guidance on accounting procedures, systems, and best practices. Provide constructive feedback and assist in the professional development of the team.

• Tax Preparation and Coordination:

Work closely with the firm’s tax team to gather necessary documentation and ensure that clients meet tax filing deadlines. Assist with tax coordination efforts to help clients optimize their tax positions.

• Cash Flow and Budgeting Support:

Assist clients with cash flow management, budgeting, and forecasting. Review financial data to identify trends and areas for improvement, offering insights and recommendations to support client business decisions.

• Client Advisory Services:

Provide advisory services to clients on financial matters, including accounting systems, internal controls, and business performance. Help clients identify opportunities for improving financial efficiency and profitability.

• Technology and Process Improvement:

Leverage accounting software tools (such as QuickBooks, NetSuite, or similar) to streamline processes, enhance financial reporting, and improve client service. Identify and implement technology solutions that improve workflow efficiency.

• Special Projects:

Assist clients with special accounting or financial projects, such as business valuations, acquisitions, and financial analysis. Support the firm’s efforts to expand client services and enhance value.

• Quality Control:

Ensure the accuracy and integrity of all financial records and reports. Review work performed by junior team members, ensuring compliance with firm standards and accounting principles.

Software Skills:

o QuickBooks Online

o QuickBooks Desktop

o Microsoft Office Suite

o Asana (preferred)

o Syft (preferred)

o GFR

Qualifications

• Accounting Degree is required

• In-house experience in a SMB at the controller level is preferred. Manufacturing or agriculture industry experience is a plus

• Cannabis experience is a plus

• Experience assessing and implementing accounting processes and systems

• Must be self-motivated, organized, and able to multitask effectively

• Excellent verbal and written communication skills

• Strong team player

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans

• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)

• Medical and Dependent Care

• Life and Voluntary Life Insurance

• Short and Long -Term Disability Insurance

• 401k plan with matching contribution

• Defined Contribution Plan (profit sharing)

• Customized Work Arrangements

• Floating Holidays and Volunteer PTO

• Unlimited PTO for Managers and Above

• Referral Bonus Program

• Tuition Reimbursement for Advanced Degree

• Healthy Living Reimbursement Program

• Health & Wellness App Subscription

• CPA & EA reimbursement for study materials and exam

• AICPA and CPA State Society membership reimbursement for Managers and above

• OnDemand access to industry leading CPE courses

• Summer Fridays at 1pm

Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.