Account Manager (Encino, CA)

Mercer Advisors • Woodland Hills, CA

6d • $119,000 - $140,000 • Hybrid

About The Position

Mercer Advisors is seeking a seasoned Account Manager to join its Business Management team. The role serves as a primary client contact and handles accounting, bookkeeping, financial reporting, payroll, tax filings, insurance and benefits administration, and related business-management needs. The ideal candidate is professional, detail-oriented, analytical, organized, collaborative, and committed to strong client service. The position includes supervising and mentoring assistants and supporting clients and colleagues as needed.

The work takes place in a professional office environment and is hybrid, with more time expected in the office during the first 90 days for training. The position is based in Encino, California. Base pay is $119,000–$140,000 USD, with eligibility for incentive compensation. Actual base pay depends on factors including location, experience, education, skills, and licenses or certifications.

Requirements

• At least 5 years of business management and/or bookkeeping experience; business management industry experience is strongly preferred.
• Proficiency in Datafaction, DF Imaging, and AgilLink is required.
• Strong knowledge of Microsoft Office, including Excel, Word, and Outlook, and data management tools.
• Exceptional organizational skills, attention to detail, accuracy, and follow-through.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated ability to build and maintain strong client relationships.
• Collaborative team player with proven experience supervising and mentoring staff.
• Familiarity with life insurance and insurance trusts.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, or Business Administration.
• Experience with Microsoft Teams.
• More than 10 years of accounting and bookkeeping experience within the Business Management industry, as described in the job summary.

Responsibilities

• Serve as the primary point of contact for clients, managing day-to-day communications, requests, inquiries, and special projects such as asset purchases.
• Prepare, review, and maintain financial statements, including general ledger coding and upkeep.
• Record and track investments, ensuring accuracy and compliance.
• Perform bank account reconciliations and manage accounts receivable and payable, including deposits and bill payments through Datafaction, DF Imaging, and AgilLink.
• Oversee payroll processing, 1099 reporting, business license registrations and renewals, and sales and use tax filings.
• Prepare and submit guild reporting.
• Support insurance and benefits administration, including medical claims, non-medical insurance requirements, pension plan administration, and life insurance or insurance trusts.
• Maintain organized records through document scanning and secure digital filing.
• Supervise and mentor assistants, providing guidance and oversight.
• Perform additional responsibilities as needed to support clients and the team.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D; short-term disability; accident; critical illness; and hospital indemnity insurance.
• Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay medical plan; Kaiser medical plans are available in California.
• Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
• Two comprehensive dental plans.
• Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid parental leave of 8 weeks.
• Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
• Adoption Assistance Reimbursement Program.
• Company-paid concierge services for employees and their loved ones.
• 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed