BMFO Account Manager

Citrin Cooperman; Los Angeles (CA); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Wellness initiatives

Strong career path

Job summary

Citrin Cooperman is seeking an Account Manager for the Los Angeles Advisory Department. You will deliver excellent client service, manage client records, and help with bookkeeping, payroll, and financial reporting to support clients’ short- and long-term goals.

The role offers competitive compensation, benefits, wellness initiatives, and a strong career path for high performers with technical expertise and problem-solving passion.

Qualifications

• 5+ years of related experience within a professional services organization.
• Outstanding written, verbal and interpersonal skills.
• Ability to multi-task and shift focus as needed.
• Possess basic accounting knowledge.
• Strong attention to detail.

Responsibilities

• Understand the Client's organization, products/services, and stay updated on client news.
• Maintain and update Client's records.
• Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
• Maintains accounts by verifying, allocating, and posting transactions.
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
• Prepares 1099's and tax reporting for internal tax department.

Skills

Written communication

Verbal communication

Interpersonal skills

Multi-tasking

Attention to detail

Accounting knowledge

Tools

Datafaction

Microsoft Excel

Microsoft Word

Job description

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you !

We are looking for an Account Manager to join our Advisory Department in our Los Angeles office. As an Account Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

Responsibilities, but not limited to:

• Responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and changes
• Maintains and updates Client's records
• Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
• Maintains accounts by verifying, allocating, and posting transactions
• Maintains Data faction ledgers for client entities
• Prepares credit card allocations and reconciliations
• Processes bill payments (check, electronic), bank deposits, wire transfers, invoicing
• Provides daily service to clients, their assistants/family/attorneys/agents
• Deals with asset acquisitions and dispositions, closings and new account set ups
• Manages client's payroll for their office and household employees
• Tracks residual and fee income payments
• Maintains historical records by filing documents
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends
• Processes medical claims and necessary follow up
• Responsible for ad hoc requests internal or external
• Prepares 1099's and tax reporting for internal tax department

Qualifications :

• 5+ years of related experience within a professional services organization
• Outstanding written, verbal and interpersonal skills
• Ability to multi-task and shift focus as needed
• Possess basic accounting knowledge
• Strong attention to detail
• Multi-tasker
• Knowledge of Datafaction, Microsoft Excel and Word
• Knowledge of Medicaid, DGA, SAG and WGA benefits

About Citrin Cooperman:

Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com

CC Disclaimer:

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

For positions in California, the salary range is $90,000 -- $105,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.