Account Manager

Our client in Encino, CA is looking for a Senior Account Manager. Salary is offering up to $150k commensurate with experience.

Other locations for Account Managers – Century City, Santa Monica, Woodland Hills, Beverly Hills, salaries negotiable and commensurate with experience!

Datafaction or Agilink software required.

An entertainment based clientele incorporating high net worth individuals and executives.

The Account Manager performs a variety of confidential and complex accounting and administrative duties. The Account Manager acts as the Business Manager for all clients on their desk handling and overseeing daily and routine tasks as well as responding to client’s special needs and requests. The Account Manager ensures the business needs of the client are met and also directly supervises an service team. Liaison between Partner and Clients.

Job Duties:

This is a full-time position for someone who is extremely detailed and enjoys a fast pace environment. The ideal candidate will have many of the following characteristics:

1. Provides professional and prompt attention to clients – Client Service is a Core Value.

2. Performs all financial reporting functions including monthly cash flows, contract analysis and supervision of all functions relative to cash receipts and disbursements.

3. Assists in the preparation of meeting packages and attends client meetings regarding financial projections, financial investments, contracts, insurance analysis and other matters as directed by the Management Team.

4. Coordinate deadlines and interact with the Tax Department relative to due dates as they relate to the clients on their desk.

Requirements:

1. Must have Finance, Business or Associates Degree and/or comparable experience.

2. Must have professional Business Management and/or Accounting Firm experience and the ability to work with high profile/high net worth individuals/clients and top level management and executives.

3. Must have excellent computer (Microsoft Office) and typing skills in a setting with many interruptions.

4. Must have a strong knowledge of Aglink or Datafaction accounting software.

5. Must be able to handle multiple interruptions and adjustments to priorities through the day and the week.

6. Must be able to communicate effectively with diverse individuals.

In addition to the daily activities, there will be many projects assigned that will challenge you. Our Client’s operates in a paperless environment and utilizes state of art software and equipment. This is a fast paced, high energy firm which takes great pride in its ability to produce an exceptionally high level, detailed and thorough work product. We are driven by our Core Values to provide exceptional client service guided by the values of Integrity, Professionalism, Employees/Work-Family Culture, Entrepreneurial Spirit and Opportunity and Respect.

Casbon & Associates LLC