Accounting Manager - Private Client Services

Confidential; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Confidential, a private client services firm in the entertainment industry, is seeking an Accounting Manager to join a lean, collaborative team in West Los Angeles. You will manage a portfolio of high-net-worth clients, coordinate with CPAs and advisors, and oversee end-to-end accounting workflows three days per week onsite.

The ideal candidate has 5+ years in private client services, strong GAAP knowledge, Excel proficiency, and a client-service mindset.

Qualifications

• Minimum 5+ years of accounting experience in private client services or related fields
• Proven experience in GL accounting, AP/AR, bank reconciliations, payroll coordination, and insurance administration.
• Bachelor’s degree in accounting, finance, or related field preferred.

Responsibilities

• Own a client portfolio and be the day-to-day contact for high-net-worth clients.
• Manage full-service workflow from intake to completion.
• Oversee cash management, transfers, and banking documentation.
• Coordinate insurance renewals, changes, and claims with brokers.
• Onboard new clients and set up their workflows.
• Coordinate funding, documentation, and lender communication for major assets.
• Run 1099 administration and coordinate filings with tax and accounting partners.
• Contribute ideas on process improvements and special projects.

Skills

Excel

Client-service mindset

Attention to detail

Multitasking

Education

Bachelor's degree in accounting or finance

Tools

AgilLink

Job description

Confidential, a private client services firm in the entertainment industry, is seeking an Accounting Manager to join a lean, collaborative team in West Los Angeles. You will manage a portfolio of high-net-worth clients, coordinate with CPAs and advisors, and oversee end-to-end accounting workflows three days per week onsite.

The ideal candidate has 5+ years in private client services, strong GAAP knowledge, Excel proficiency, and a client-service mindset.