Senior Accountant, Private Client Services

Tri Star Sports & Entertainment Group; West Hollywood (CA); Hybrid; USD 72,000 - 150,000; Full time

Benefits offered by this job

Competitive salary and benefits

Collaborative team environment

Generous time off policies

Job summary

Tri Star Sports and Entertainment Group is seeking a Senior Accountant for Private Client Services in West Hollywood, CA. The role requires 5+ years of experience with high net worth individuals and S Corporation entities, and a BS in Accounting, Finance, Economics, or Music Business, with CPA preferred.

Responsibilities include financial statements, P&L analysis, onboarding, and estate planning support. The position offers a full-time schedule with competitive salary, benefits, and

Qualifications

• 5+ years of experience working with high net worth individuals and S Corporation entities, including personal accounting, estate planning support, and personal vs business financial transactions.
• Experience within a public accounting firm and/or the entertainment industry.
• BS in Accounting, Finance, or Economics or Music Business, required.
• CPA or CPA eligible preferred.

Responsibilities

• Prepare accurate and timely financial statements in adherence to policies and procedures.
• Prepare and present financial analysis, long term cash flow analysis, and P&L reporting solutions.
• Monitor insurance renewals and claims for clients.
• Delivery of Weekly Client communications (cash reports, weekly updates).
• Assist in review and summarization of client agreements.
• Create, review and approval of budgets, shareholder payroll and 1099 reports.
• Assist in onboarding procedures for new clients.
• Work with Management on estate planning, asset purchases, and investments.
• Review cash management to monitor credit card activity, fraud alerts, and credit score issues.
• Review work and accuracy of Staff Accountants (AP/AR, cash receipts, payroll).
• Oversight of timely commissions calculations and payments.
• Assist in ad hoc projects as needed.
• Assist in payroll services and associated journal entries.
• Maintain log of filings and reported information for accuracy and timeliness.
• Foster relationships with client’s Trusted Advisors.
• Qualify annual financial statements for tax return purposes.

Skills

QuickBooks

Excel

Communication

Detail oriented

Education

Bachelor’s degree in Accounting, Finance, Economics or Music Business

CPA or CPA eligible preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Accountant, Private Client Services

Full Time Professional West Hollywood, CA, US

30+ days ago Requisition ID: 1662

Salary Range: $72,000.00 To $150,000.00 Annually

Tri Star Sports and Entertainment Group is a renowned business management and family office firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals.

Position Summary

This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.

• Prepare accurate and timely financial statements in adherence to business management related policies and procedures, including posting journal entries, account reconciliations, budgeting, cash management, workers comp audits, etc.
• Prepare and present financial analysis, long term cash flow analysis, and P&L reporting solutions.
• Monitor insurance renewals and claims for both institution and individual clients.
• Delivery of Weekly Client communications (cash reports, weekly updates).
• Assist in review and summarization of all client agreements.
• Create, review and approval of budgets, shareholder payroll and 1099 reports.
• Assist in oversight and execution of assigned new client onboarding procedures.
• Work directly with the Management in recording and assessing estate planning, assets purchases, and investments.
• Review cash management to monitor credit card activity, fraud alerts, and credit score issues.
• Review work and accuracy of Staff Accountants (AP/AR, cash receipts, payroll, etc.).
• Oversight of the preparation of timely and accurate commissions, calculations and payments.
• Assist in ad hoc projects as needed.
• Assist in process of payroll services, and oversight of associated journal entries.
• Maintains log of all filings and reported information, providing accountability for accuracy and timeliness.
• Proactively foster and develop professional relationships with client’s Trusted Advisors when discussing open matters.
• Qualify annual financial statements for tax return purposes.

Specific Job Knowledge, Skills, and Abilities

• Experience using QuickBooks and Excel.
• Strong written and verbal communication skills with the ability to interact across the organization.
• Extremely detail-oriented to create accurate and timely reports.
• Strong work ethic with a positive attitude & a fit with the company’s culture & values.

Qualifications

• Ability to reliably commute and report to the Tri Star office.
• 5+ years of experience working with high net worth individuals and S Corporation entitites, including personal accounting, estate planning support, and personal vs business financial transactions, required.
• Experience within a public accounting firm and/or the entertainment industry.

BS in Accounting, Finance, or Economics or Music Business, required.

• CPA or CPA eligible preferred .

What We Offer:

• A collaborative, team oriented working environment
• Exposure to unique projects in a variety of industries
• Opportunities to contribute ideas and propose solutions alongside industry leading experts
• Competitive salary and benefits
• Encouraged work/life balance, including generous time off policies

At Tri Star, you will have the opportunity to work in a fast-paced, ever evolving environment with dedicated professionals. As an integral part of our team, you help drive the company’s success and help bring our client’s vision to life, while having support to develop your skillset and grow professionally. If you thrive in high-pressure situations and are passionate about providing white glove service to clients, we would love to hear from you

Tri Star Core Values

PERFORMANCE: We provide clients with excellent reporting and service

HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients

TEAMWORK: We actively participate in group discussions, tasks, and projects

COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients

TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm

This job description is not intended to be a comprehensive list of all requirements of this position.

The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.