High Net Worth Account Manager

Our client is • Sherman Oaks, CA

9h • Hybrid

About The Position

Our client is a boutique CPA/Business Management firm with under 40 employees, located in the Sherman Oaks neighborhood. We have an entertainment-based clientele incorporating high net worth individuals and executives, offering customized services and solutions specific to each client and their career needs. We take pride in what we do, and in doing so, we like to provide an environment for both our clients and our staff that lets them know they are important, respected, and appreciated. The client is looking for candidate experience in handling accounting services for high-earning and high-net-worth individuals all within the entertainment industry. The candidate has to be working for an accounting firm that handles celebrities' accounting and wealth management. The Account Manager role is a full-time, exempt position in the Business Management department. They perform a variety of accounting and administrative duties which include, but is not limited to:

Requirements

• 6+ years' experience in Accounting in Business Management
• Entertainment Industry
• Touring client experience
• Verbal and Written Communication Skills
• Computer Literacy
• Proficiency in Word and Excel
• Interpersonal skills
• Professionalism
• Time Management
• Organizational Skills
• Datafaction/AgilLink and Imaging software experience
• 4yr College Degree or equivalent

Responsibilities

• Onboarding new clients
• Connect with clients on a regular basis.
• Record and monitor financial investments in AgilLink.
• Manage client payroll.
• Review general ledgers, and balance sheets.
• Have reporting request and cash flows up to date for clients.
• Assist other Account Managers and/or Accounts Payable Team when needed.
• Work with multiple departments to ensure accuracy of reports and books.
• Other duties associated with the assigned role.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Tuition reimbursement
• Vision insurance
• Paid Gym Membership
• Paid Parking

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree