Senior Account Executive

Company Description

Symbiosis Infinity Solutions specializes in providing virtual bookkeeping, tax preparation, tax review, and audit support with a team of experienced professionals, including accountants, tax preparers, and auditors. As a growing organization focused on serving CPAs, EAs, and accounting firms, we are dedicated to offering exceptional back-office solutions. Our company is guided by a strong commitment to reliability, integrity, and professionalism. We strive to deliver process-oriented and empathetic financial solutions that enable business owners to achieve their financial goals.

Role Description

This is a full-time on-site role for a Senior Account Executive, based in Ahmedabad. The Senior Account Executive will oversee managing and developing client accounts, ensuring client satisfaction, and maintaining strong relationships with stakeholders. Day-to-day tasks will include analyzing client needs, preparing financial reports, providing solutions, conducting assessments, and collaborating with internal teams to deliver high-quality services. This role also involves identifying growth opportunities, meeting sales targets, and maintaining a professional work environment.

Qualifications

Comprehensive knowledge of bookkeeping, financial reporting, and audit processes
Proficiency in tax preparation, tax review, and compliance requirements
Strong client relationship management, communication, and interpersonal skills
Proven ability in account development, sales, and identifying growth opportunities
Detail-oriented with excellent analytical, organizational, and problem-solving skills
Bachelor's degree in Accounting, Finance, Business Administration, or a related field is required
Prior experience in working with CPAs, EAs, or accounting/audit firms is preferred
Proficiency in accounting software, financial tools, and Microsoft Office Suite