Woodland Hills, CA30+ days ago
Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery • Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions • Review and approve client invoices and oversee timely bill payment processes • Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness • Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms • Coordinate with third-party payroll providers and review payroll tax returns and related filings • Support client insurance, credit, and vendor matters in collaboration with the team lead • Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs • Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives • Lead or participate in client meetings, cross-functional initiatives, and special projects. • Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience • Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting • Demonstrated experience managing accounting for multiple entities and complex client structures • Proficiency with QuickBooks and experience working across multiple accounting systems • Proven ability to manage client relationships and deliver accounting solutions in a professional services environment • Strong organizational skills with the ability to manage competing deadlines and priorities.