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Job Description – Business Management bookkeeping is unlike most bookkeeping positions because an Account Manager has many clients and many entities. While this makes the job interesting, it requires the individual to be flexible and prioritize their work load.
Full Charge Bookkeeping Experience
Must be able to do the following tasks:
- Bank Reconciliations
- Pay Bills
- Make Deposits
- Issue 1099’s
- Capable of distinguishing personal vs tax deductible expenses
- Capable of handling multiple sets of books; individual, corporate, LLC’s
- Handle vendor and client telephone calls
- Be organized and punctual
Must be able to meet deadlines including:
- Weekly bill payments
- Monthly recurring payments
- Insure collection of scheduled cash receipts
- Issue Cash Flows
- Bank Reconciliation for all accounts
- Scheduled payroll through an outside payroll vendor
- Financial Statements
- Cash Flow Statements
- Reconcile inter-company accounts
Misc:
- Able to handle daily responsibilities without assistance
- Able to handle many interruptions to the daily work routine
- Knowledge of the local area – shops, restaurants, cities
- Must have above average communication skills (verbal & written)
- Able to work in a team environment consisting of accountants, other account managers and partners.
- Thorough understanding and ability to record monthly activity from a variety of brokerage firms: Taxable vs Non-taxable, Gains/Losses, and Dividends vs interest.
ADL Search & Staffing LLC.
About the Firm:
- Management Consulting firm that specializes in financial services for high net worth individuals.
- Seeking professionals with a minimum of 5+ years consistent experience working with entertainment & sports industry clients.
- Located in the Westside LA Area.
What’s great about the position:
- Competitive compensation package.
- 4 days in office, 1 day remote.
- 2 weeks vacation, 6 sick days.
- Health, dental, vision.
- 401k
- Supportive partners.
We are seeking experienced Business Managers who will take an active role in managing their clients’ daily financial and personal affairs. The successful candidate will have a proven track record in business management and possess the necessary skills to handle a variety of tasks.
Responsibilities will include daily accounting review and approval, income tax planning, financial and estate planning, tax preparation for individual, corporate, LLC, and pass-through entities, budgeting, insurance review, real estate transactions, overseeing purchases, sales, and maintenance of vehicles, aircraft, and yachts, assisting with pre-nup and divorce agreements, and managing client personal and business staffing. The Business Manager will work closely with the client team, including the Partner, Business Manager, and Account Manager to ensure client success.
The ideal candidate should have a minimum of four years of prior Business Management experience, with a CPA or advanced degree preferred. Tax planning and preparation experience is required, along with previous experience using ProSystems, BNA Income Tax Planner, Axcess Practice, CCH software, and familiarity with Datafaction and DFImaging is highly preferred.
Qualities of the ideal candidate should include the ability to handle multiple interruptions throughout the day while adjusting priorities, excellent communication skills, and great attention to detail and follow-through.
For more information, please email updated resume to [email protected].
ADL Search & Staffing LLC.