Overview:
Topline CPAs is a rapidly growing CPA firm (wholly owned by Goldin Group CPAs) catering the emerging nonprofit market. The primary services financial services (transactional, tax, preparation, payroll, and advisory) in the form of Virtual Controllers and CFOs packages.. Topline staff works primarily remotely. Staff are connected by the latest of IT and communications technologies (exchange, SharePoint, Mobile 6.1, MS Office Live, WebEx, etc). For further insight into the nature of the company go to www.Toplinecpas.com.

Company Culture:

At Topline culture is everything. Our packages necessitate an ongoing relationship with the clients which demands good communication skills, and empathy, See more of our mission and vision at our website. Our working model is cooperative, we work in groups of various sizes depending on complexity of the client.

Overview of Position: We are looking for an Account Manager who are passionate about providing non-profits with the best experience they have ever had. As an Account Executive at Topline you will assist by interacting with client and explaining their financial standing in simple terms. Successful account executives will be skilled communicators and presenters who can find the best fit between client and service.. The ideal candidate will be organized, passionate about client relations, and focused on enhancing the client experience. A typical day for an Account Executive will consist of coordinating the issuance of financial information and setting appointment to go over the same with clients. Account Executives will receive the tools, programs, and systems necessary to grow their career within the firm. Expectations:

• High energy and positive attitude
• Act as a role model within and outside the firm
• Desire for learning and professional development - must be coachable
• Strong work ethic with a competitive approach to exceeding goals and expectations
• Meet department productivity standards

Duties / Responsibilities:

• Coordinate the issuance of financial statements
• Oversee processes for monthly close
• Prepare budgets and revenue targets with clients
• Conduct quarterly and ad hoc Sessions with clients to review financial statements, create and adjust budgets, and identify industry trends
• Implement process improvements
• Address payroll questions / concerns and provide first-level troubleshooting
• Communicate effectively with internal owners/management on establish performance expectations
• Manage personal workload to deliver high quality work product on time
• Work across teams to keep others informed of client status
  

Requirements / Qualifications:

• College graduate (4) year degree preferred
• Business or Accounting degree desired
• Minimum of (3) years sales experience
• Strong consultative and interpersonal skills
• Strong written and oral communication skill
• Flexible, creative, and able to work in a fast-paced developing work environment
  

Additional Information:

Salary

Competitive. Individuals are compensated commensurate with productivity. This means that salary is ascending as the individual progresses in productivity and performance. Work hours will be increased as workload increases.

Benefits Generous: 20 days paid time off, 10 holidays, annual 401 (k) contribution with no vesting requirements, health insurance..

Topline is an equal opportunity employer.