Business Manager (Encino, CA)
About The Position
Mercer Advisors is seeking a detail-oriented, success-driven Business Management Accounting Supervisor to join its team in Encino, California. The firm provides coordinated business management, tax preparation and planning, accounting and bookkeeping, wealth management, and financial planning services, and has served high-profile creative talent for more than 45 years. The role supervises multiple account-management teams and uses accounting and tax experience, communication skills, and organizational skills to review clients’ books, prepare financial reports and tax returns, and provide client service. The position offers a supportive, team-oriented work environment and opportunities to learn and grow. This position works closely with multiple teams of Business Management Account Managers and Assistant Bookkeepers. It reviews, analyzes, and prepares financial statements and reports, prepares individual and business tax returns and tax projections, works to tight deadlines, and maintains client relationships. The workplace is hybrid, with more in-office time expected during the first 90 days for training.
Requirements
- 3–5 years of supervisory experience.
- 3–5 years of experience preparing income tax returns.
- Bachelor’s degree in Accounting or a related field.
- Prior work experience in a CPA firm or business management firm.
- Ability to apply critical thinking in daily tasks.
- Ability to solve problems.
- Ability to multitask, stay organized, and work within tight deadlines.
- Proficiency in Excel, Word, and Outlook.
- Excellent written, verbal, and oral communication skills.
Nice To Haves
- CPA or CFP license.
- Knowledge of Datafaction and AgilLink.
- Knowledge of CCH Access Tax.
- Knowledge of BNA Income Tax Planner and QuickBooks.
Responsibilities
- Work closely with multiple desk teams of Business Management Account Managers and Assistant Bookkeepers.
- Review, analyze, and prepare financial statements.
- Prepare various financial reports.
- Prepare individual and business income tax returns.
- Prepare tax projections for individuals and business entities.
- Work within tight deadlines.
- Maintain working relationships with clients.
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 available in California.
- Health Savings Account with company contributions for employees enrolled in either HDHP medical 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 for 8 weeks.
- Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and 8 weeks of parental leave.
- Adoption assistance reimbursement program.
- Company-paid concierge services for caregiving needs and other life challenges.
- 401(k) plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
- Pet insurance.
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
- Eligible for incentive compensation through a Mercer Advisors incentive compensation program.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
