Search jobs > Los Angeles, CA > Account manager

High Net Worth Account Manager- (#CK)

Intelligent Staffing Inc.
Los Angeles, California, US
Full-time

Our client 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.

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

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 are 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 requests 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
  • Benefits :
  • 401(k)
  • 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
  • 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

No travel

J-18808-Ljbffr

14 days ago
Related jobs
Promoted
Intelligent Staffing Inc.
Los Angeles, California

The client is looking for candidate experience in handling accounting services for high-earning and high-net-worth individuals all within the entertainment industry. We have an entertainment-based clientele incorporating high net worth individuals and executives, offering customized services and sol...

Promoted
Suncap Technology
Los Angeles, California

The client is looking for candidate experience in handling accounting services for high-earning and high-net-worth individuals all within the entertainment industry. We have an entertainment-based clientele incorporating high net worth individuals and executives, offering customized services and sol...

Promoted
Holthouse Carlin & Van Trigt LLP
Pasadena, California

HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches. Minimum 5 years of tax ex...

Promoted
Eide Bailly
Los Angeles, California

Tax Manager - High Net Worth Tax. As a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. You have 5+ years of experience in public accounting including experien...

Withum
Orange County, CA

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. T...

RSM
Los Angeles, California

Our Ultra-High Net Worth Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund. As a Tax Manager, you will be responsible for the following which are focused on your technical...

Lindquist LLP
Orange County, CA, US

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. T...

CyberCoders
Los Angeles, California

We are a full service business management firm based in Los Angeles servicing our High Net Worth Entertainers & other High Net Worth clientele. Job Title: High Net Worth Tax Manager. Requirements: Must have 6+ Years of Public Accounting Experience (with a CPA firm and an Active CPA. Due to continuou...

Eide Bailly
Los Angeles, California

As a Tax Senior Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. You have 7+ years of experience in public accounting including experience working with high-net-wo...

RSM
Los Angeles, California

Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require...