Account Manager

Position Summary Gelfand, Rennert & Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA. The Account Manager acts as the primary point of contact for all client‑related needs, is responsible for overseeing the day‑to‑day finances of assigned clients, and manages a staff of bookkeepers. Primary Responsibilities Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate. Coordinate workflow of the bookkeeping team. Review and distribute mail. Oversee daily client activity, including requests and timely follow‑up on all outstanding matters. Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review). Perform cash management by reviewing bank balances and statements and approving transfers as needed. Download and monitor credit card activity for fraud alerts and score issues. Monitor insurance renewals and claims. Set up new client accounts, including bank account. Assist with large purchases such as homes and cars. Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules. Assist with other financial transactions and reporting, such as 1099s and annual/quarterly filings. Other projects and duties as assigned. Qualifications High School Diploma or GED equivalent with 3+ years of experience is required; Associate's or Bachelor's degree in accounting or finance highly preferred. 4+ years in a similar role in business management and/or client services is required. 3+ years in a client services field. Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements. Experience with AgilLink is highly preferred. Advanced computer skills including Microsoft Excel, accounting software, and databases. Ability to delegate, manage, and train a team using clear instructions. Ability to manage a high volume of work while remaining adaptable. Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (e.g., communication, time management, emotional intelligence, adaptability, active listening, critical thinking). Compensation This is an exempt position. The annualized base pay range for this role is expected to be between $77,000 - $117,500. Actual base pay could vary based on experience, expertise, location, and skill set. Other rewards may include an annual bonus and a comprehensive benefits package. EEO Statement Gelfand, Rennert & Feldman is an Equal Opportunity Employer. #J-18808-Ljbffr