Account Manager

Premier Financial Search; Los Angeles (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Premier Financial Search in Los Angeles, CA is seeking an Account Manager to oversee client accounts and manage daily financial and business affairs. You will mentor bookkeeping staff and ensure accuracy and efficiency across the team.

The role emphasizes leadership, timely financial reporting, and collaboration with senior staff to maintain high service standards for a varied client roster.

Qualifications

• 4+ years in business management or accounting firm.
• Experience with entertainment or related industries is a plus.
• Strong understanding of chart of accounts and financial processes.

Responsibilities

• Serve as primary contact for assigned accounts with senior staff.
• Manage daily financial, business, and personal client affairs.
• Review bank balances and oversee transfers.
• Prepare and reconcile daily and monthly bank statements.
• Generate monthly cash flow reports and close periods.
• Complete daily billing timesheets with commentary.
• Review and approve work by Bookkeepers, including payroll timesheets.
• Mentor and oversee bookkeeping staff, supporting development.
• Collaborate with management to keep records accurate and timely.
• Identify process improvements and drive efficiency.

Skills

Full-cycle accounting

Client management

Time management

Communication

Mentorship

Proactive problem solving

Education

Associate’s degree in Accounting

Bachelor’s degree preferred

Tools

AgilLink

Job description

Join a respected and well-established firm with an impressive client roster spanning a variety of specialized industries. As an Account Manager, you’ll manage the daily financial, business, and personal affairs of assigned clients, ensuring each account is handled with accuracy, efficiency, and exceptional service. You’ll also provide leadership and mentorship to the bookkeeping staff, supporting both the team’s development and the firm’s high standards.

Key Responsibilities

• Serve as the primary point of contact for assigned accounts, in coordination with senior staff.
• Apply knowledge of both personal and corporate Chart of Accounts.
• Monitor daily account activity, process requests, and follow up on pending matters promptly.
• Review daily bank balances and oversee necessary transfers.
• Prepare and reconcile daily and monthly bank statements.
• Generate monthly cash flow reports and oversee period-end closing activities.
• Accurately complete daily billing timesheets with appropriate commentary.
• Utilize internal systems and tools (e.g., expense allocation modules, bill schedulers, document repositories) to maintain workflow efficiency.
• Review and approve work prepared by Bookkeepers, including billing and payroll timesheets.
• Provide mentorship, training, and oversight to bookkeeping staff.
• Collaborate with management to maintain clean, accurate, and timely financial records.
• Identify and recommend process improvements to increase efficiency (e.g., implementing digital payment solutions, reducing reliance on paper).
• Perform additional duties as assigned.

Required Skills

• Strong accounting background with the ability to manage full-cycle financial processes.
• Capacity to work independently and proactively anticipate the needs of both clients and team members.
• Excellent time management and decision-making skills.
• Strong follow-up and organizational abilities.
• Clear communication skills, both written and verbal.
• Familiarity with financial management platforms such as AgilLink or comparable systems.

Education and Experience

• Associate’s degree in Accounting or related field required; Bachelor’s degree preferred.
• Minimum of 4 years of experience in a business management or accounting firm.
• Experience working with clients in the entertainment or related industries is a plus.

Salary: $85,000 to $125,000 (DOE)

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. Including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.