Account Manager | Family Office

CBIZ • Los Angeles, CA

5d • Hybrid

About The Position

This role involves managing client accounts within a family office setting, with a focus on accounting and tax-related tasks. The Account Manager will be responsible for preparing tax returns, client billing, and handling bookkeeping duties. The position requires strong organizational skills, proficiency in accounting software, and the ability to work both independently and as part of a team.

Requirements

• High School Diploma or GED required.
• At least 3 years of accounting experience.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

Nice To Haves

• Associate's degree.
• Previous experience with accounting systems such as AgilLink & QuickBooks.

Responsibilities

• Prepare corporate tax returns, client billing, engagement letters, and contracts.
• Complete bookkeeping and accounting duties for clients, including organizing work papers, preparing bank deposits and reconciliations, and administering general ledger coding, postings, and document entry.
• Collect and enter/download data from clients and review for accuracy.
• File and retrieve documents, records, and reports.
• Prepare engagement letters and other correspondence with clients.
• Perform back-end processing such as printing, copying, filing, basic quality assurance, and delivery of tax returns.
• Operate accounting and/or tax software to record, store, and analyze data.
• Perform additional responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED