Account Manager

Adeptus Advisors Group; Los Angeles (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

CPA exam bonuses

Health, dental, 401(k), paid vacation

Continuing education and development

Job summary

Adeptus Advisors LLC, a growing CPA and Business Management firm, seeks an Account Manager for its Los Angeles practice. You will manage day‑to‑day financial operations for a client roster and serve as the main contact for clients and their teams.

Responsibilities include reviewing bookkeeping, payroll, 1099s, intercompany accounts, and coordinating with tax professionals. In-person 5 days a week and proficiency with QuickBooks and AgilLink are required.

Qualifications

• 3+ years of experience in business management or accounting.
• Experience in the music industry strongly preferred.
• Strong understanding of bookkeeping and accounting principles.
• Experience managing financial workflows and reviewing work of junior staff.
• In-person 5 days a week (non-remote).
• Strong proficiency with accounting software – AgilLink, QuickBooks Desktop, or QuickBooks Online.
• Strong written and verbal communication skills.

Responsibilities

• Manage day-to-day financial operations for assigned clients.
• Review bookkeeping work, including bank and credit card reconciliations.
• Oversee accounts payable and accounts receivable (bill pay & invoicing).
• Serve as a primary point of contact for clients and their representatives.
• Review and reconcile intercompany accounts.
• Prepare and review payroll reports.
• Prepare commission schedules.
• Assist with preparation and review of 1099 forms.
• Assist with tour accounting and reporting as needed.
• Coordinate with tax team regarding tax planning and compliance matters.
• Assist with credit applications and other financial documentation.
• Prepare financial reports and Excel schedules for clients and internal review.
• Help prioritize workflow and ensure deadlines are met.
• Maintain organized financial records and documentation.
• Ability to prioritize and stay organized in a fast-paced environment.
• Ability to work collaboratively within a team and communicate efficiently.

Skills

Microsoft Office

Excel

AgilLink

QuickBooks Desktop

QuickBooks Online

Communication skills

Payroll

1099 forms

Attention to detail

Team collaboration

Overtime readiness

Tools

Project management

Job description

Account Manager – Los Angeles Business Management Practice

Adeptus Advisors LLC, a growing full‑service CPA and Business Management firm, with offices in New York City, New Jersey, Long Island, Maryland, White Plains, and California, is seeking an Account Manager to support our Los **Angeles Business Management practice**. The Account Manager plays a key role in managing the day‑to‑day financial operations for a roster of clients and serves as the primary point of contact for clients and their teams.

Job Responsibilities

• Manage day‑to‑day financial operations for assigned clients
• Review bookkeeping work, including bank and credit card reconciliations
• Oversee accounts payable and accounts receivable (bill pay & invoicing)
• Serve as a primary point of contact for clients and their representatives (managers, attorneys, agents, etc.)
• Review and reconcile intercompany accounts
• Prepare and review payroll reports
• Prepare commission schedules
• Assist with preparation and review of 1099 forms
• Assist with tour accounting and reporting as needed
• Coordinate with tax team regarding tax planning and compliance matters
• Assist with credit applications and other financial documentation
• Prepare financial reports and Excel schedules for clients and internal review
• Help prioritize workflow and ensure deadlines are met
• Maintain organized financial records and documentation
• Ability to prioritize and stay organized in a fast‑paced environment
• Ability to work collaboratively within a team and communicate efficiently

Requirements

• 3+ years of experience working in business management or accounting
• Experience in the music industry strongly preferred
• Strong understanding of bookkeeping and accounting principles
• Experience managing financial workflows and reviewing work of junior staff preferred
• In‑person 5 days a week (non‑remote)
• Strong proficiency in Microsoft Office (Outlook, Excel, Word)
• Strong proficiency with accounting software – AgilLink, QuickBooks Desktop, or QuickBooks Online
• Experience with preparation of 1099 forms
• Strong attention to detail
• Strong written and verbal communication skills
• Ability to manage and prioritize multiple tasks
• Ability to work overtime if necessary

What Our Firm Offers

• Competitive compensation
• Performance and CPA exam bonuses
• Generous benefits package including health, dental, 401(k), and paid vacation
• Continuing education and personal development training

Compensation & Benefits

The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Benefits Package

• Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
• Company‑Paid Life and Long‑Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short‑term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.