Senior Account Manager

il y a 4 jours


Les AnglessurCorrèze, France Alliance Resource Group Temps plein

Senior Account ManagerLos Angeles - HybridResponsibilitiesSpecific responsibilities will include, but not be limited to:Client Accounting ServicesServe as the primary point of contact for assigned clients, in coordination with senior staff.Onboard new clients, oversee set up financial reporting processes and chart of accounts, establish client vendor and household relationshipsOversee core accounting services: journal entries, payroll oversight, investment reporting, and reconciliation of client data for ultra-high-net-worth families and related entitiesEnsure issues or discrepancies are resolved with clients’ statementsReview client financial reports and analysis for individuals and related entitiesMonitor and coordinate cash managementOversee year-end reporting of 1099sOversee tracking of charitable contributions, gifts, basis, and other itemsClient Bill Payment ServicesReview and approve client bill pay processingClient Relationship ManagementPrimary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationshipsDevelop client meeting material and lead meetings, as neededRespond to inquiries from clients’ advisors (wealth, CPAs, attorneys, etc)Provide financial data analysis related to client tax, estate, and charitable planningHandle special projects as neededManagementDay-to-day management/oversight of client teamTrain new employees on policies and proceduresOversight and accountability for team outputDesired Skills and ExperienceBachelor’s degree in Accounting, Finance, Business Administration or a related field is preferredMinimum of 7 years of experience in a business management or a family office settingAdvanced proficiency with Microsoft ExcelAttention to detail and possess a proven ability to prioritize and manage multiple assignments to meet deadlinesExperience with AgilLink is highly preferred.CPA certification or candidate preferredThorough knowledge of GAAP #J-18808-Ljbffr



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