Senior Accounting Manager

Consultative Search Group; Los Angeles (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading business management firm in Los Angeles is seeking a Senior Manager, Business Management to lead client service teams and provide financial advice to high-net-worth clients. Candidates should have a strong background in accounting and over 7 years of experience in the field. This role offers a competitive salary ranging from $150,000 to $200,000 per year.

Qualifications

• 7+ years of related experience in Business Management field or with high-net-worth individuals.

Responsibilities

• Lead and manage business management client service teams.
• Review financial statements, tax returns, and cash flow reports.
• Assist partners with special projects and analysis.

Skills

Technical accounting knowledge

Financial advisory skills

Team management

Client communication

Project management

Education

Bachelor's degree in Accounting or related field

Certified Public Accountant or Enrolled Agent

Job description

A large and prestigious business management firm seeks a Senior Manager, Business Management to join their dynamic team.

The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.

RESPONSIBILITIES:

• Lead and manage one or more business management client service teams
• Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
• Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
• Prepare financial statement summaries as required for Partners.
• Assist partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
• Regular communication with Partners regarding client financial matters.
• Regular communication with Clients to answer questions, fulfill requests, and provide financial advice when needed.
• Attend client financial meetings.
• Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
• Coordinate with the tax department on client tax matters
• Other related duties as assigned.

REPORTING & COMMUNICATION

• Oversee and review weekly, monthly, quarterly and annual financial reporting
• Ensure financial data is accurate and current at all times
• Review all client reports prior to being sent
• Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients
• Communicate regularly with clients regarding their financial position, projections, and cash management
• Communicate regularly with client’s staff as applicable
• Communicate regularly with Partners regarding client’s financial position

PLANNING

• Assist in preparing Client’s short and long term financial projections
• Monitor and direct the implementation of strategic business plans
• Manage cash flow between Client entities, investment accounts, and bank accounts and plan for future cash needs.
• Provide input to the tax department to create annual tax projections

OPERATIONS

• Participate in key decisions as a member of the management team
• Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
• Manage one or more business management accounting teams
• Ensure deadlines are being met, and internal processes and procedures are being followed.
• Work as part of the new client onboarding team as needed.

RISK MANAGEMENT

• Regularly review client insurance policies and coverage levels
• Monitor any open legal issues involving the Client
• Advise client on appropriate and reliable control systems for staff and entities

QUALIFICATIONS:

• Bachelor's degree in Accounting preferred; or other related Business field
• Certified Public Accountant or Enrolled Agent preferred
• 7+ years of related experience in the Business Management field and/or working with high-net-worth individuals

Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Compensation:
$150,000-$200,000 per year