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Account Manager

Company: Citrin Cooperman
Location: Beverly Hills
Posted on: November 18, 2021

Job Description:

Citrin Cooperman is seeking an Account Manager for our Beverly Hills office. Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 200 partners and over 1500 employees across the U.S. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube. Responsibilities, but not limited to:

  • Responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and changes
  • Maintains and updates Client's records
  • Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
  • Maintains accounts by verifying, allocating, and posting transactions
  • Maintains Data faction ledgers for client entities
  • Prepares credit card allocations and reconciliations
  • Processes bill payments (check, electronic), bank deposits, wire transfers, invoicing
  • Provides daily service to clients, their assistants/family/attorneys/agents
  • Deals with asset acquisitions and dispositions, closings and new account set ups
  • Manages client's payroll for their office and household employees
  • Tracks residual and fee income payments
  • Maintains historical records by filing documents
  • Prepares financial reports by collecting, analyzing, and summarizing account information and trends
  • Processes medical claims and necessary follow up
  • Responsible for ad hoc requests internal or external
  • Prepares 1099's and tax reporting for internal tax department Qualifications:
    • 5+ years of related experience within a professional services organization
    • Outstanding written, verbal and interpersonal skills
    • Ability to multi-task and shift focus as needed
    • Possess basic accounting knowledge
    • Strong attention to detail
    • Multi-tasker
    • Knowledge of Data faction, Microsoft Excel and Word
    • Knowledge of Medicaid, DGA, SAG and WGA benefits All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

Keywords: Citrin Cooperman, Beverly Hills , Account Manager, Executive , Beverly Hills, California

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