Manager Business Management

YOUR FINANCIAL ALTERNATIVE; Beverly Hills (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Bonus opportunities

Job summary

Your Financial Alternative, a boutique business management firm with offices in Encino and Beverly Hills, is seeking an experienced Account Manager to oversee multiple client relationships and handle day-to-day financial and administrative needs for high-net-worth clients. This hands-on role requires strong bookkeeping, client service, and supervisory experience.

The ideal candidate has direct experience reviewing system-generated P&L statements and balance sheets, payroll and payroll tax

Qualifications

• Minimum of four years of bookkeeping experience with trial balance work and financial statements.
• Experience supervising staff and managing multiple client relationships.
• Excellent verbal and written communication skills for professional client interaction.
• Strong Microsoft Office skills (Excel, Word, SharePoint, Teams, Outlook).
• Ability to manage priorities with sound professional judgment and discretion.

Responsibilities

• Oversee all aspects of assigned clients’ business, personal, and financial affairs.
• Serve as primary client contact and respond to questions promptly and professionally.
• Review general ledger activity and correct issues; prepare monthly cash flow reports.
• Record and review real estate transactions; review P&L and balance sheets.
• Understand payroll processing and payroll tax compliance; supervise support staff.
• Maintain proficiency with Office software and firm systems; ensure quality standards.

Skills

Bookkeeping

Client service

Communication

Supervisory experience

Microsoft Office

Excel

Tools

Agillink

SharePoint

Teams

Outlook

Job description

Your Financial Alternative is a boutique business management firm with offices in Encino and Beverly Hills seeking an experienced Account Manager to oversee multiple client relationships and financial knowledge for high-net-worth clients. This is a hands-on role for someone who already has strong bookkeeping, client service, communication, and supervisory experience and is ready to manage the day-to-day financial and administrative needs of assigned clients.

The ideal candidate has direct experience in all responsibilities listed below, including review of system-generated profit and loss statements and balance sheets, payroll and payroll tax knowledge, real estate transaction recording, monthly cash flow preparation, client communication, and staff supervision. We are willing to train a qualified full-charge bookkeeper into the Account Manager role, but candidates must already have the required technical foundation, communication ability, and management or supervisory experience.

Each Account Manager is partnered with an assistant to help manage the desk, maintain workflow, and complete recurring monthly responsibilities accurately and on schedule.

The Account Manager will oversee a high-volume desk supporting multiple high-net-worth clients, many of whom have multiple related entities. This role requires strong technical bookkeeping knowledge, excellent organization, sound judgment, and the ability to manage competing priorities across several active client relationships.

Responsibilities

• Manage all aspects of assigned clients’ business, personal, and financial affairs.
• Serve as a primary point of contact for clients and respond to questions and requests in a timely, professional manner.
• Review general ledger activity and identify GL code issues requiring correction or follow-up.
• Prepare and/or review monthly cash flow reports.
• Record and review real estate transactions accurately.
• Review system-generated profit and loss statements and balance sheets.
• Understand journal payroll processing, payroll taxes, and related compliance requirements.
• Maintain strong technical proficiency with Microsoft Word, Excel, Outlook, and related systems used to manage client work.
• Ensure work complies with firm standards, client expectations, and applicable industry practices.
• Supervise, support, and review the work of assistant bookkeepers or other support staff as assigned.
• Agillink experience is a plus, however we will train the right candidate.

Required Qualifications

• Minimum of four years of bookkeeping experience, including trial balance work, review of profit and loss statements and balance sheets, payroll, and payroll tax exposure.
• Experience performing the responsibilities listed above. Applicants should be prepared to discuss their direct experience in each area.
• Management or supervisory experience is required. Candidates without management or supervisory experience will not be considered.
• Excellent verbal and written communication skills are required. Candidates must be able to communicate clearly and professionally.
• Strong Microsoft Office skills, including Excel, Word, SharePoint, Teams, and Outlook.
• Highly detail-oriented, organized, and able to manage multiple clients, deadlines, and priorities at the same time.
• Strong time-management skills and the ability to follow through without repeated reminders.
• Professional judgment, discretion, and the ability to handle confidential client information appropriately.
• Team-oriented attitude with proven people skills and the ability to work effectively with clients, colleagues, and support staff.

We offer a business casual work environment and a strong benefits package, including medical, dental, vision, 401(k), bonus opportunities, and more.

Office Location and Hours: This role is based in Encino or Beverly Hills. Office hours are 8:30am to 5:00p.m.

Application Screening Questions

• Describe your experience managing multiple clients’ books at the same time. How many clients or entities did you manage, and what were your responsibilities?
• What experience do you have preparing or reviewing trial balances, profit and loss statements, and balance sheets?
• Describe your experience with payroll, payroll taxes, and related compliance responsibilities.
• Describe a real estate transaction you have recorded or reviewed. What information did you need, and how did you ensure accuracy?
• What monthly cash flow reporting have you prepared or reviewed?
• Describe your management or supervisory experience, including the number of people you supervised and the type of work you reviewed.
• This role requires excellent written and verbal communication without the assistance of AI tools. Please provide a short example of a client email you would send to request missing information needed to complete monthly reporting.
• Which office location are you able to work from: Encino, Beverly Hills, or both?