Assistant Account Manager - Business Management

PTD Business Management, LLP; Los Angeles (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Bonus opportunities

Performance bonus

Overtime

Job summary

A CPA/Business Management firm is seeking an Assistant Account Manager in Los Angeles, CA. This full-time role involves supporting the Account Manager with daily operations, maintaining client accounts, and performing bookkeeping tasks. The ideal candidate will bring strong communication and organizational skills. Competitive salary range between $60,000 and $75,000 based on experience.

Qualifications

• Experience in bookkeeping or accounting.
• Strong communication skills for client interactions.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Support the Account Manager with daily client account management.
• Maintain cash balances and process cash receipts.
• Assist in client communications and follow-ups.

Skills

Attention to detail

Organization

Communication

Job description

Assistant Account Manager - Business Management

Assistant Account Manager - Business Management

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PTD Business Management is a boutique CPA/Business Management firm located in the Sherman Oaks neighborhood. We have an entertainment-based clientele incorporating high net worth individuals and executives, offering customized services and solutions specific to each client and their career needs. We are a team of dedicated individuals that motivate and support one another to be able to provide our clients with quality service.

Role Description

The Assistant Account Manager is responsible for supporting the Account Manager in the day-to-day management of client accounts. This role plays a key part in ensuring smooth account operations by performing a variety of bookkeeping and administrative tasks. The Assistant Account Manager helps maintain accurate financial records, prepares reports, and assists with client related communications and follow-ups, contributing to the overall success and efficiency of the team.

Responsibilities

• Maintain cash balances
• Processing and coding of cash receipts
• Daily review of account payable invoices
• Reconciliation of quarterly and annual payroll reports
• Troubleshooting with vendors
• Filtering mail, preparing client packages
• Assisting with client requests
• Completing various projects assigned by the Account Manager
• Other duties associated with the assigned role

Job Type: Full-time

Pay: $60,000 - $75,000 per year

Based on experience and qualifications.

Supplemental Pay:

• Bonus opportunities
• Performance bonus
• Overtime

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Accounting

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