Senior Accounting Manager

Consultative Search Group•Los Angeles, CA

30d

About The Position

A large and prestigious business management firm seeks a Senior Manager, Business Management to join their dynamic team. The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.

Requirements

Bachelor's degree in Accounting preferred; or other related Business field
Certified Public Accountant or Enrolled Agent preferred
7+ years of related experience in the Business Management field and/or working with high-net-worth individuals

Responsibilities

Lead and manage one or more business management client service teams
Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
Prepare financial statement summaries as required for Partners.
Assist partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
Regular communication with Partners regarding client financial matters.
Regular communication with Clients to answer questions, fulfill requests, and provide financial advice when needed.
Attend client financial meetings.
Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
Coordinate with the tax department on client tax matters
Other related duties as assigned.
Oversee and review weekly, monthly, quarterly and annual financial reporting
Ensure financial data is accurate and current at all times
Review all client reports prior to being sent
Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients
Communicate regularly with clients regarding their financial position, projections, and cash management
Communicate regularly with client’s staff as applicable
Communicate regularly with Partners regarding client’s financial position
Assist in preparing Client’s short and long term financial projections
Monitor and direct the implementation of strategic business plans
Manage cash flow between Client entities, investment accounts, and bank accounts and plan for future cash needs.
Provide input to the tax department to create annual tax projections
Participate in key decisions as a member of the management team
Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
Manage one or more business management accounting teams
Ensure deadlines are being met, and internal processes and procedures are being followed.
Work as part of the new client onboarding team as needed.
Regularly review client insurance policies and coverage levels
Monitor any open legal issues involving the Client
Advise client on appropriate and reliable control systems for staff and entities