About The Forge Companies
The Forge Companies is a fast-growing financial services organization backed by TA Associates, a leading global private equity firm. Since our founding in 2003, we have grown into an integrated platform of businesses providing specialized solutions across structured settlements, trust administration, wealth management, and financial services. We are dedicated to supporting plaintiff attorneys, their clients, and families navigating complex financial and life events.
At Forge, our people are at the heart of everything we do. We foster a collaborative, supportive culture built on trust, respect, excellence, empathy, and selflessness. Our commitment to our teammates has earned us recognition as a Top Workplace by the Atlanta Journal-Constitution. Check out our Top Workplaces page, part of the nation’s most credible employer recognition program.
As we continue to grow, we offer the opportunity to make a meaningful impact and build a career alongside a team that values your contributions. Join us as we continue to expand our reach and help individuals, families, and businesses navigate important financial decisions.
Job Summary
Abacus Advisorsprovides outsourced bookkeeping, payroll, and HR administrative services to law firms. Our team partners with clients to deliver accurate financial management, operational support, and exceptional service that allows attorneys to focus on growing their practices.
The Senior Account Manager is responsible for managing day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay, settlement support, accounts receivable support, monthly bookkeeping, and account reconciliations. The Senior Account Manager serves as a trusted resource for clients, ensuring accurate financial records, providing accounting guidance, and delivering exceptional client service. The ideal candidate is highly organized, detail-oriented, experienced in QuickBooks Online, and comfortable managing multiple client relationships in a fast-paced environment.
Key Activities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Accounting Management
- Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
- Review and approve bill pay, settlement support, accounts receivable support, and other accounting-related services.
- Ensure accurate and timely completion of monthly bookkeeping activities.
- Perform advanced client cost reconciliations and maintain supporting documentation.
- Maintain client working files and ensure records are complete and organized.
Client Relationship Management
- Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
- Identify and escalate significant changes in client business activity.
- Provide updates and feedback to Relationship Managers regarding client accounting matters.
- Participate in annual client reviews and provide relevant financial insights and recommendations.
Accounting Operations
- Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
- Execute ongoing client work within the Client Project Module.
- Support annual 1099 reporting projects.
- Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
- Maintain a high level of accuracy, organization, and responsiveness while managing multiple priorities.
Desired Knowledge, Skills, and Abilities
- Bachelor's degree in Accounting, Finance, or related field preferred.
- 5–7 years of bookkeeping or accounting experience required.
- Advanced proficiency in QuickBooks Online required.
- Strong understanding of accounting principles and financial reporting.
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple clients and deadlines simultaneously.
- Strong customer service and relationship management skills.
- Collaborative team player with a process-improvement mindset.
- Proficient in Microsoft Office Suite and able to learn new systems and technologies quickly.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 10 pounds at times.
Schedule
- 8-hour shift
- Monday to Friday
Work Location
- On-site Alpharetta Office
Benefits & Perks
At The Forge Companies, we believe taking care of our teammates is essential to building a supportive workplace. We offer a competitive benefits package designed to support your well-being and work-life balance.
Our benefits and perks include:
- Competitive Compensation – Competitive pay aligned with the role and experience.
- Health & Wellness – Medical, dental, vision, life, and disability insurance with multiple plan options, plus a no cost Wellhub fitness and wellness platform membership.
- Retirement Planning – 401(k) retirement plan with a 4% employer match.
- Paid Time Off – 18 days of PTO for new employees plus 2 floating holidays and 9 company holidays. Employees’ PTO accrual rates increase with additional years of service to reach a maximum of 28 days.
- Education & Professional Development – Access to our education assistance program, along with company-paid licenses, certifications, and continuing education to support your growth and success in your role.
- Paid Parental Leave – Support for eligible teammates welcoming a child through birth, fostering, or adoption.
- Giving Back – 8 hours of paid time off for volunteering and supporting causes that matter to you.
- Career Growth – Opportunities for professional growth, new challenges, and long-term career advancement within a rapidly expanding organization that values internal mobility and promoting from within.
- People-First Culture – A collaborative, team-oriented environment where employees are encouraged to share ideas, learn from each other, and make a meaningful impact.
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