Accounting Manager

Confidential; Glendale (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Confidential in Glendale seeks an Accounting Manager to be the trusted financial hub for high-net-worth client portfolios in a hybrid setting. You will lead end-to-end client service, manage cash and banking, coordinate insurance, onboarding, and support major transactions and tax-related filings with discretion and precision.

The role requires 5–7+ years in wealth accounting, a Bachelor’s in Accounting/Finance, strong GL/AP/AR, Excel, and AgilLink experience.

Qualifications

• 5–7+ years in accounting or bookkeeping within business management, family office, investment management, or private wealth environments.
• Bachelor’s degree in Accounting, Finance, or related field.
• Strong GL fundamentals, AP/AR, and bank reconciliation skills; payroll coordination and insurance administration experience.
• Proficiency in Excel; AgilLink experience a strong plus.
• Exceptional discretion and judgment, with the ability to prioritize a high volume of work and communicate clearly in writing and in person.

Responsibilities

• Client relationship management: primary point of contact for a dedicated portfolio, coordinating across internal teams and external partners.
• End-to-end service workflow: full lifecycle of client requests from intake through closure.
• Cash management & banking: monitoring balances, processing transfers and wires, maintaining clean documentation.
• Insurance coordination: renewals, policy changes, and claims alongside brokers.
• Onboarding & account setup: leading new client onboarding, including bank account openings, documentation, and access provisioning.
• Major transactions & reporting: supporting significant personal and asset purchases, coordinating funding logistics and lender communications, assisting with 1099 administration and tax/accounting filing coordination.

Skills

Client relationship management

Discretion and judgment

Bank reconciliation

GL fundamentals

Accounts payable/receivable

Advanced Excel

Education

Bachelor's degree in Accounting/Finance

Tools

AgilLink

Job description

Do you thrive where financial complexity meets white-glove service? Our client, a respected consulting firm, is seeking a dedicated Accounting Manager to serve as the trusted financial hub for their roster of high-net-worth clients. This is a role for someone who leads with discretion, operates with precision, and genuinely loves bringing calm to complexity. This role is hybrid in Glendale.

What You'll Own

• Client relationship management: primary point of contact for a dedicated portfolio, anticipating needs and coordinating seamlessly across internal teams and external partners
• End-to-end service workflow: full lifecycle of client requests from intake through closure, with nothing falling through the cracks
• Cash management & banking: monitoring balances, preparing and processing transfers and wires, maintaining clean documentation
• Insurance coordination: renewals, policy changes, and claims alongside brokers
• Onboarding & account setup: leading new client onboarding, including bank account openings, documentation, and access provisioning
• Major transactions & reporting: supporting significant personal and asset purchases, coordinating funding logistics and lender communications, assisting with 1099 administration and tax/accounting filing coordination

What You Bring

• 5-7+ years in accounting/bookkeeping within business management, family office, investment management, or private wealth environments
• Bachelor's in Accounting, Finance, or related field
• Strong GL fundamentals, AP/AR, and bank reconciliation skills; payroll coordination and insurance administration experience
• Proficiency in Excel; AgilLink experience a strong plus
• Exceptional discretion and judgment, with the ability to prioritize a high volume of work and communicate clearly in writing and in person

Please submit your resume for consideration.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.