Business Manager (Encino, CA)

Mercer Advisors; Encino; Híbrido; COP 386.151.000 - 454.295.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Disability Insurance

Holidays

401(k) Plan

Parental Leave

Descripción de la vacante

Mercer Advisors is seeking a detail-oriented Business Management Accounting Supervisor to supervise multiple teams of account managers and bookkeepers in Encino, California. The role involves analyzing clients' books, preparing financial statements and tax returns, and delivering client services within a supportive, team-oriented setting.

You will leverage your accounting education and experience to produce tax projections, manage deadlines, and maintain strong client relationships while

Formación

• 3-5 years of supervisory experience.
• 3-5 years of experience in preparation of income tax returns.
• Bachelor's Degree in Accounting or related field.
• CPA or CFP license a plus.
• Prior work experience in a CPA firm or business management firm.
• Ability to apply critical thinking in daily tasks.
• Ability to problem solve.
• Ability to multi-task, stay organized and work within tight deadlines.
• Proficiency in Excel, Word, Outlook.
• Knowledge of Datafaction and AgilLink is a plus.
• Knowledge of CCH Access Tax is a plus.
• Knowledge of BNA income tax planner and Quickbooks is a plus.

Responsabilidades

• Reviewing, analyzing and preparing financial statements.
• Preparing individual and business income tax returns.
• Preparing tax projections for individuals and business entities.
• Working within tight deadlines.
• Maintaining a working relationship with clients.
• Collaborating with BM Account Managers and BM Assistant Bookkeepers.

Conocimientos

Supervisory experience

Income tax returns

Bachelor’s Degree in Accounting

CPA or CFP license

Excel

Communication skills

Multi-tasking

Attention to deadlines

Educación

Bachelor’s Degree in Accounting or related field

Herramientas

Excel

Word

Outlook

Datafaction

AgilLink

CCH Access Tax

BNA Income Tax Planner

QuickBooks

Descripción del empleo

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary

We are a team of comprehensive financial services professionals headquartered in Encino, California. With two distinct companies under one roof, a business management multi-family office and an investment advisory firm, we are able to provide one-stop, seamlessly coordinated financial services such as business management, tax preparation and planning, accounting and bookkeeping, wealth management and financial planning. For more than 45 years, our Firm has been providing peace of mind and financial well-being to high profile creative talent.

We are searching for detail-oriented and success-driven Business Management Accounting Supervisor to become an integral part of our team. The right candidate will utilize his or her educational background, work experience, communication, and organizational skills in supervising multiple teams of account managers, analyzing clients' books, preparing financial reports, preparing tax returns, and providing client services. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization.

Responsibilities:

• Working closely with multiple desk teams of BM Account Managers and BM Assistant Bookkeepers
• Reviewing, analyzing and preparing financial statements
• Preparing individual and business income tax returns
• Preparing tax projections for individuals and business entities
• Working within tight deadlines
• Maintaining a working relationship with clients

Qualifications and Skills:

• 3-5 years of supervisory experience
• 3-5 years of experience in preparation of income tax returns
• Bachelor's Degree in Accounting or related field
• CPA or CFP license a plus
• Prior work experience in a CPA firm or business management firm
• Ability to apply critical thinking in daily tasks
• Ability to problem solve
• Ability to multi-task, stay organized and work within tight deadlines
• Proficiency in Excel, Word, Outlook
• Excellent written, verbal, and oral communication skills
• Knowledge of Datafaction and AgilLink is a plus
• Knowledge of CCH Access Tax is a plus
• Knowledge of BNA income tax planner and Quickbooks is a plus
• Bachelor's Degree in Accounting or related field

Working Conditions:

Professional office environment. Working inside, sitting, standing. No heavy lifting over 10 lbs. Hybrid requirement with more time expected in-office during the first 90-days for training.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$119,000 - $140,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [e-mail] . This inbox is for accommodation requests only.

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .