High Net Worth Account Manager

Our client is 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 wealthmanagement.

Job Description
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

The statements contained in this job description reflect general details as necessary to describe the principal function of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences or relief to equalize busy season periods or otherwise to balance the workload.

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)