High Net Worth Account Manager

Only Financial Backgrounds please apply

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 wealth management.

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)

Suncap Technology