Account Manager

Our client is seeking an Account Manager, Business Management, to join their team. This role is responsible for overseeing day-to-day business, personal, and financial matters for assigned clients and entities.

The Account Manager will also manage workflow and provide supervision, training, and mentoring to a Bookkeeper. This position works closely with Partners and Managers and requires strong time management skills, independent thinking, and sound judgment.

Essential Duties & Responsibilities:

• Communicates directly with clients in collaboration with senior team members
• Maintains knowledge of the Chart of Accounts (personal and corporate)
• Monitors daily client activity, handles requests, and conducts timely follow-ups on outstanding matters
• Reviews bank balances daily and funds accordingly
• Prepares daily and monthly bank reconciliations
• Prepares monthly cash flow reports
• Performs monthly, quarterly, and annual close activities
• Completes billing timesheets daily, including appropriate and accurate commentary for all entries
• Understands and uses available tools to ensure desks are run efficiently (e.g., credit card allocation module, bill scheduler/repetitive, repository, and other tools as directed by the Operations Team)
• Reviews all work completed by the Bookkeeper, including billing and payroll timesheets
• Supervises, mentors, and manages bookkeeping staff
• Works closely with the business management team to ensure clean and accurate books
• Identifies inefficiencies and implements improvements (e.g., going paperless, live checks vs. electronic payments)
• Other related duties as assigned

Requirements:

• Associate’s degree (or equivalent) required; BA/BS preferred
• 4+ years of experience with a business management firm required
• Entertainment industry experience preferred
• Accounting background required
• Ability to work independently and anticipate client and team needs
• Effective time management and decision-making skills
• Diligent follow-up skills
• Ability to express ideas clearly in written and oral communication
• Experience with AgilLink or an equivalent platform

Salary: $70,000 – $100,000

Please send your resume in Word format to:

Erika Drucker

Premier Financial Search

erika@pfssearch.com

818-216-1198

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets, which include Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.