Account Manager (Encino, CA)
Core
Seasoned Account Manager handling day-to-day client communications, financial statement preparation, investment tracking, and business operations for high-net-worth families.
Role type
Senior Account Manager (Business Management)
Builds
Financial statements, investment records, payroll, tax filings, and insurance/benefits administration for client businesses.
Domain
Financial Services / Business Management
Required skills
Business management accounting, bookkeeping, financial statement preparation, bank reconciliation, accounts receivable/payable management, payroll processing, 1099 reporting, sales/use tax filing, insurance/benefits administration, document scanning, staff supervision
Preferred skills
Datafaction/DF Imaging/AgilLink proficiency, Microsoft Teams experience, Bachelor's degree in Accounting/Finance/Business Administration
Technologies
Datafaction, DF Imaging, AgilLink, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
Responsibilities
Serve as primary client contact for communications and special projects; Prepare and maintain financial statements and general ledger; Record and track investments; Perform bank reconciliations and manage AR/AP; Oversee payroll, 1099 reporting, and tax filings; Support insurance and benefits administration; Maintain organized records via digital filing; Supervise and mentor assistants.
Seniority
Senior, hands-on IC with mentorship duties