Position Overview
The Financial Account Manager coordinates and oversees all expense management and financial services for assigned clients and their relocation employees. The Financial Account Manager is the subject matter expert in all financial matters for the assigned clients and will advise counsel them based on this expertise as questions arise. This position is also the subject matter expert for the Expense Management team in interpreting and complying with client policies and procedures as well as how federal and individual state relocation tax laws impact the client’s relocation program and processes.
Essential Job Functions
Coordinate the services provided by the assigned Expense Analysts.
Demonstrate expert knowledge of expense processing and tax reporting modules in relocation software.
Demonstrate an understanding of US Government relocation guidelines including GSA, FTR, FAR and ITRA/RITA
Implement new processes for the assigned clients for Expense Management and Payroll Reporting services, including any required system setup.
Establish and maintain reporting schedules with client HR and Payroll to ensure financial reporting is completed as expected.
Compile and deliver financial reporting.
Maintain positive and regular contact with client contacts.
Ensure that tax and tax report related issues are resolved in a timely manner.
Demonstrate expertise in relocation tax law, payroll reporting requirements, and payroll compliance at the federal and state level.
Consult and advise assigned clients on how potential changes could impact their program.
Participate in client review meetings as well as any other meetings requested by the assigned clients.
Minimum Requirements
High school diploma or equivalent
4+ years of general accounting and payroll operations experience
Evidence of continuing education to remain current on federal and state tax laws
Educational, Experience, and Licensing Preferred Requirements
Associate’s degree in accounting or related field or 3 years of professional accounting experience
4+ years of experience in relocation accounting or expense management with a focus on GSA, FTR, RITA/ITRA and FAR processes and guidelines
Other Qualifications
Excellent verbal and written communication skills with the ability to develop technical business correspondence
Work under minimal direction, organized and have the ability to prioritize commitments and projects
Demonstrated attention to detail and accuracy
Strong customer relations skills that include the ability to work with discretion and integrity
Team player with a strong work ethic
Proficient in Microsoft Office (Outlook, Word, PowerPoint and Excel)
Demonstrated conflict resolutions skills
Understanding of accounting, accounts payable, and tax practices for the relocation industry
Able to have off-hours flexibility, ability to work across time zones, and to travel as needed to meetings and training events
Physical Requirements
This position is considered light duty with frequent phone and computer use. Equal Opportunity Employer - Disability/Vet. TRC will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.