High Net Worth Account Manager

Account Manager

Our client is a boutique CPA/Business Management firm with under 40 employees, located in the Sherman Oaks neighborhood. They 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. The client is looking for a candidate experienced in handling accounting services for high-earning and high-net-worth individuals all within the entertainment industry.

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:

• Onboarding new clients
• Connecting with clients on a regular basis
• Recording and monitoring financial investments in AgilLink
• Managing client payroll
• Reviewing general ledgers, and balance sheets
• Having reporting request and cash flows up to date for clients
• Assisting other Account Managers and/or Accounts Payable Team when needed
• Working with multiple departments to ensure accuracy of reports and books
• Other duties associated with the assigned role

Skills/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

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

Experience level: 5 years, 6 years

Schedule: 8 hour shift, Monday to Friday, Weekends as needed, Open to 2 days Hybrid

Supplemental pay types: Bonus pay, Performance bonus

Travel requirement: No travel

Ability to commute/relocate: Sherman Oaks, CA: Reliably commute or planning to relocate before starting work (Required)

Suncap Technology