Accounting Manager

Job Summary

We are seeking an Account Manager to serve as the dedicated liaison between our municipal clients and our internal Arbitrage Rebate Analysts. You will own the client relationship, acting as the primary point of contact for all questions regarding arbitrage rebate regulations. Your core mission is to project-manage the compliance pipeline, gather all necessary financial data and bond documents from clients and trustees, and deliver completed compliance reports back to issuers with clear, accessible explanations.

Key Responsibilities

• Client Advisory & Education: Serve as the first line of communication for municipal issuers, answering ongoing questions regarding IRS arbitrage rebate rules and timeline requirements.
• Data & Document Acquisition: Proactively request, track, and collect bank statements, investment portfolios, and legal documents (e.g., tax certificates, closing documents) from clients and financial trustees. Track investment cash flows to verify data sets are complete.
• Analyst Collaboration: Organize and collect financial datasets to hand off to internal Arbitrage Rebate Analysts for compliance calculations.
• Timeline Management: Manage the compliance calendar to ensure that 5-year IRS rebate filing deadlines and annual reporting cycles are met for all assigned accounts.
• Report Delivery: Review finalized compliance reports with analysts, present the findings to clients, and guide them through next steps or payment procedures.

Required Qualifications

• Education: Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
• Experience: 2–4 years of experience in account management, client service, or project coordination—ideally within financial services, banking, or public finance.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to translate complex financial concepts into simple, universal language for non-technical clients.
• Organization: Superior project management and tracking skills to handle large volumes of data and multiple client deadlines simultaneously.
• Technical Skills: Proficiency in Microsoft Office (Excel, Word)

Preferred Qualifications

• Prior experience working with municipal bonds, local government issuers, or tax-exempt financing.
• Familiarity with trustee bank portals and basic understanding of IRS Section 148 regulations.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Education:

• Bachelor's (Preferred)

Work Location: Hybrid remote in Centennial, CO