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 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:

• 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.

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)