Account Manager

Business Management Firm | Beverly Hills Area | Hybrid

About the Opportunity

A well-established Business Management Firm serving high-net-worth individuals and entertainment industry clients is seeking an experienced Account Manager to join its team in the Beverly Hills Area.

This is an excellent opportunity for a seasoned business management professional who enjoys managing multiple client relationships while overseeing the day-to-day financial affairs of high-net-worth individuals and closely held entities. The firm offers a collaborative culture, strong leadership, and excellent long-term career stability.

Compensation & Benefits

• $100,000 - $150,000 base salary

• Discretionary annual bonus

• Health, Dental & Vision insurance (majority employer-paid)

• 401(k)

• Two weeks of vacation plus paid sick time

• Hybrid schedule (4 days in-office, 1 day remote)

• Stable, supportive team environment

Location: Beverly Hills Area

Schedule: Hybrid (4 days in-office)

Position Overview

The Account Manager will oversee the complete day-to-day financial operations for a portfolio of high-net-worth clients and their related entities. This role requires strong bookkeeping and accounting expertise, exceptional organizational skills, and the ability to manage multiple clients simultaneously while delivering outstanding client service.

Responsibilities

• Manage the day-to-day financial operations for multiple client entities.

• Perform full-charge bookkeeping for individuals, corporations, partnerships, and LLCs.

• Complete bank and brokerage account reconciliations.

• Process accounts payable and weekly bill payments.

• Monitor accounts receivable and scheduled cash collections.

• Prepare monthly financial statements and cash flow reports.

• Reconcile intercompany accounts.

• Coordinate payroll processing through third-party payroll providers.

• Prepare and issue annual 1099 forms.

• Distinguish personal and tax-deductible expenses accurately.

• Communicate directly with clients, vendors, and other professional advisors.

• Maintain organized financial records while meeting multiple client deadlines.

• Review brokerage activity, including gains and losses, dividends, interest income, and taxable versus non-taxable transactions.

• Collaborate closely with accountants, partners, and fellow Account Managers to provide exceptional client service.

Qualifications

• Previous Business Management experience strongly preferred.

• Strong full-charge bookkeeping and accounting experience.

• Experience managing multiple sets of books simultaneously.

• Thorough understanding of:

  • Bank reconciliations

  • Financial statements

  • Cash flow reporting

  • Accounts payable & receivable

  • Payroll coordination

  • 1099 preparation

  • Intercompany reconciliations

• Experience working with high-net-worth individuals and closely held entities preferred.

• Familiarity with brokerage account activity and investment reporting.

• Excellent verbal and written communication skills.

• Strong organizational skills with the ability to prioritize competing deadlines.

• Self-motivated and capable of working independently.

• Team-oriented with a collaborative approach to client service.

Why This Opportunity?

This is an outstanding opportunity to join a highly respected Business Management Firm serving entertainment industry professionals and high-net-worth individuals. You'll work alongside experienced partners and accounting professionals while managing sophisticated client financial affairs in a collaborative environment that values professional growth and long-term career development.

The firm offers a stable client base, strong leadership, excellent benefits, and a flexible hybrid schedule that supports work-life balance.

Interview Process

• Initial Zoom Interview

• In-Person Interview with Leadership

• Final Interview with Senior Team Members

• Offer