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Senior Accountant - Account Manager - Business Management
Industry: Accounting / Finance
Job Number: 3518
Job Description
Senior Accountant - Account Manager - Business Management
Job Overview
We are seeking a Business management Account Manager to join our team.
This position will work closely with a select group of entertainment-industry clients, business owners, and other professionals, helping them manage their day-to-day financial affairs while serving as a trusted and responsive point of contact.
The ideal candidate is highly organized, comfortable working with financial information, and able to manage multiple priorities and deadlines. This role is well suited for someone who enjoys both the financial and client-service sides of the business and wants to be part of a firm that is actively investing in technology, AI, and automation.
Responsibilities
Manage day-to-day financial activities for assigned clients, including bill payment, cash-flow monitoring, and budgeting.
Maintain organized and accurate records of client financial activity.
Monitor bank and credit card accounts, upcoming payments, and other recurring financial obligations.
Prepare and maintain client budgets, cash-flow reports, and other financial summaries.
Coordinate with clients, accountants, tax professionals, financial advisors, and other outside professionals as needed.
Respond to client requests and proactively follow up on outstanding financial matters.
Assist with gathering and organizing information needed for tax preparation, accounting, and financial planning.
Identify unusual transactions, upcoming cash needs, or other matters requiring client or management attention.
Maintain appropriate confidentiality and discretion when handling sensitive financial and personal information.
Help improve internal processes and workflows to make client service more efficient and consistent.
Participate in the firm's ongoing adoption of AI, automation, and technology tools designed to reduce repetitive work in your area.
Qualifications & Experience
Minimum of 3 years of experience in business management, and accounting, or bookkeeping, financial administration, or a related field.
Strong proficiency in QuickBooks.
Experience managing multiple client accounts simultaneously.
Strong understanding of accounting and financial concepts.
Experience performing month-end and year-end closing procedures.
Experience managing bill payments, budgets, cash flow, and client financial records.
Strong organizational skills with exceptional attention to detail.
Ability to effectively manage multiple clients, deadlines, and competing priorities.
Excellent written and verbal communication skills.
Comfortable communicating directly with clients and outside professionals.
Sound professional judgment and discretion when handling confidential financial information.
Proficiency with Microsoft Office and the ability to quickly learn new financial and practice-management software.
Thrives in a technology-driven, largely paperless work environment and readily embraces new systems and tools.
Experience working with high-net-worth individuals, entertainment-industry clients, family offices, or professional-services firms preferred.
Accounting or bookkeeping experience within a CPA firm is a plus.
What We're Looking For
We are looking for someone clients can rely on to keep things moving and keep things organized. The right person will be proactive rather than simply waiting for instructions, comfortable identifying issues before they become problems, and capable of developing strong professional relationships with clients.
Job Overview
We are seeking a Business management Account Manager to join our team.
This position will work closely with a select group of entertainment-industry clients, business owners, and other professionals, helping them manage their day-to-day financial affairs while serving as a trusted and responsive point of contact.
The ideal candidate is highly organized, comfortable working with financial information, and able to manage multiple priorities and deadlines. This role is well suited for someone who enjoys both the financial and client-service sides of the business and wants to be part of a firm that is actively investing in technology, AI, and automation.
Responsibilities
Manage day-to-day financial activities for assigned clients, including bill payment, cash-flow monitoring, and budgeting.
Maintain organized and accurate records of client financial activity.
Monitor bank and credit card accounts, upcoming payments, and other recurring financial obligations.
Prepare and maintain client budgets, cash-flow reports, and other financial summaries.
Coordinate with clients, accountants, tax professionals, financial advisors, and other outside professionals as needed.
Respond to client requests and proactively follow up on outstanding financial matters.
Assist with gathering and organizing information needed for tax preparation, accounting, and financial planning.
Identify unusual transactions, upcoming cash needs, or other matters requiring client or management attention.
Maintain appropriate confidentiality and discretion when handling sensitive financial and personal information.
Help improve internal processes and workflows to make client service more efficient and consistent.
Participate in the firm's ongoing adoption of AI, automation, and technology tools designed to reduce repetitive work in your area.
Qualifications & Experience
Minimum of 3 years of experience in business management, and accounting, or bookkeeping, financial administration, or a related field.
Strong proficiency in QuickBooks.
Experience managing multiple client accounts simultaneously.
Strong understanding of accounting and financial concepts.
Experience performing month-end and year-end closing procedures.
Experience managing bill payments, budgets, cash flow, and client financial records.
Strong organizational skills with exceptional attention to detail.
Ability to effectively manage multiple clients, deadlines, and competing priorities.
Excellent written and verbal communication skills.
Comfortable communicating directly with clients and outside professionals.
Sound professional judgment and discretion when handling confidential financial information.
Proficiency with Microsoft Office and the ability to quickly learn new financial and practice-management software.
Thrives in a technology-driven, largely paperless work environment and readily embraces new systems and tools.
Experience working with high-net-worth individuals, entertainment-industry clients, family offices, or professional-services firms preferred.
Accounting or bookkeeping experience within a CPA firm is a plus.
What We're Looking For
We are looking for someone clients can rely on to keep things moving and keep things organized. The right person will be proactive rather than simply waiting for instructions, comfortable identifying issues before they become problems, and capable of developing strong professional relationships with clients.
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