Position SummaryGelfand, Rennert & Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA. The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances of their assigned clients, and oversees a staff of bookkeepers.
Primary Responsibilities- Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
- Coordinate workflow of bookkeeping team
- Review and distribute mail
- Oversee daily client activity, including requests and timely follow up on all outstanding matters
- Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review)
- Cash management by reviewing bank balances and statements and approving transfers as needed
- Download and monitor credit card activity for fraud alerts and credit score issues
- Monitor insurance renewals and claims
- New client set up, including bank account
- Assist with large purchased such as homes and cars
- Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules
- Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings
- Other projects and duties, as assigned
Qualifications:- High School Diploma or GED equivalent with 3+ years is required; Associate's or Bachelor's degree in accounting or finance highly preferred
- 4+ years in a similar role in business management and/or touring is required
- 3+ years in a client services field
- Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
- Experience with AgilLink is highly preferred
- Advanced computer skills including Microsoft Excel, accounting software, and databases
- Ability to delegate, manage and train team using clear instructions
- Ability to manage high volume of work while remaining adaptable
- Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
This is a exempt position. The annualized base pay range for this role is expected to be between
$77,000 - $117,500. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
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