Account Executive in an accounting firm plays a crucial role in managing client relationships, ensuring effective communication, and assisting with financial services. Their responsibilities typically include a mix of client-facing tasks and internal operations. Below is a detailed breakdown of their role:
1. Client Relationship Management
• Act as the primary point of contact between the firm and clients.
• Build and maintain strong relationships with clients to ensure satisfaction and long-term collaboration.
• Understand client needs and offer tailored accounting, tax, or advisory solutions.
2. Coordination with Teams
• Liaise between clients and internal teams (e.g., tax, audit, bookkeeping) to ensure smooth delivery of services.
• Ensure deadlines and project timelines are communicated and met.
3. Financial Oversight
• Assist in preparing, reviewing, or overseeing financial reports, budgets, and forecasts.
• Support the preparation of tax returns, audits, and compliance documents, depending on the firm’s services.
• Work with clients to gather necessary financial data and documents.
4. Sales and Business Development
• Identify new business opportunities with existing or potential clients.
• Prepare and present proposals to attract new clients or upsell additional services.
5. Administrative Responsibilities
• Track client progress, payments, and ensure billing is accurate and timely.
• Maintain client records and ensure compliance with regulatory requirements.
6. Advisory and Problem-Solving
• Provide basic financial or strategic advice to clients (under the supervision of senior accountants or managers).
• Resolve client queries and address concerns quickly and professionally.
7.Key Skills for an Account Executive:
• Strong communication and interpersonal skills.
• Organizational and time-management skills to handle multiple clients.
• Basic understanding of accounting principles, financial reporting, and tax compliance.
• Attention to detail and problem-solving ability.
• Sales or negotiation skills to bring in new clients.
In essence, an Account Executive bridges the gap between clients and the firm’s technical accounting teams, ensuring client satisfaction while contributing to the firm’s growth.
- Candidate must prossess at least a Professional Certificate, Advanced / Higher / Graduate Diploma, Degree, Advanced Degree.
- Fluent in English, Bahasa Malaysia, optionally Mandarin.
- Positive attitude, passionate on collaborative teamwork, excel at interpersonal skills.
- Excellent written and verbal communication skills.
- Adaptable to change, able to pivot and find alternate solutions, demonstrated capability in meeting new challenges.
- Good problem solving skills, able to navigate unexpected situations or conditions.
- Critical observer-thinker, bringing fresh perspective and offer intuitive solutions and ideas.
- Demonstrated leadership skills in driving teamwork excellence, conflict resolution.
- Business-minded where applicable with entrepreneurship skill to ensure business success.
- Have strong knowledge of applicable system automation, business solution softwares.
- KWSP
- SOCSO
- Medical claim included
- Annual and medical leave shall be in accordance with the prevailing Labour Law