Senior Accounting Manager

1 day ago


Encino, California, United States Consultative Search Group Full time
{"title": "Senior Accounting Manager", "description": "Job Summary

We are seeking a highly experienced Senior Accounting Manager to join our dynamic team at Consultative Search Group. As a key member of our management team, you will be responsible for leading a dedicated service team handling a group of large clients. Your expertise in technical accounting, financial analysis, and team management will be essential in providing sound financial advice to high-level clients and communicating effectively with Partners.

Key Responsibilities
  • Lead and manage one or more business management client service teams
  • Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed
  • Review financial statements, tax returns, cash flow reports, and other financial reporting
  • Prepare financial statement summaries as required for Partners
  • Assist Partners with special projects, including real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting
  • Regular communication with Partners regarding client financial matters
  • Regular communication with Clients to answer questions, fulfill requests, and provide financial advice when needed
  • Attend client financial meetings
  • Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes
  • Coordinate with the tax department on client tax matters
  • Other related duties as assigned
Reporting & Communication
  • Oversee and review weekly, monthly, quarterly, and annual financial reporting
  • Ensure financial data is accurate and current at all times
  • Review all client reports prior to being sent
  • Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients
  • Communicate regularly with clients regarding their financial position, projections, and cash management
  • Communicate regularly with client's staff as applicable
  • Communicate regularly with Partners regarding client's financial position
Planning
  • Assist in preparing Client's short and long-term financial projections
  • Monitor and direct the implementation of strategic business plans
  • Manage cash flow between Client entities, investment accounts, and bank accounts and plan for future cash needs
  • Provide input to the tax department to create annual tax projections
Operations
  • Participate in key decisions as a member of the management team
  • Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes
  • Manage one or more business management accounting teams
  • Ensure deadlines are being met, and internal processes and procedures are being followed
  • Work as part of the new client onboarding team as needed
Risk Management
  • Regularly review client insurance policies and coverage levels
  • Monitor any open legal issues involving the Client
  • Advise client on appropriate and reliable control systems for staff and entities
Qualifications
  • Bachelor's degree in Accounting preferred; or other related Business field
  • Certified Public Accountant or Enrolled Agent preferred
  • 7+ years of related experience in the Business Management field and/or working with high-net-worth individuals
", "lang_code": "en-US"}

  • Encino, California, United States Consultative Search Group Full time

    Job Description**Job Title:** Senior Accounting Manager**Job Summary:**We are seeking an experienced Senior Accounting Manager to join our dynamic team at Consultative Search Group. As a key member of our management team, you will be responsible for leading a dedicated service team handling a group of large clients. The ideal candidate will have deep...

  • Senior Tax Consultant

    14 hours ago


    Encino, California, United States Platform Accounting Full time

    Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. We currently have 28 offices in 11 states with much more growth on the horizon. Our unique business model allows for flexible work arrangements,...

  • Accounting Manager

    1 week ago


    Encino, California, United States Consultative Search Group Full time

    Job Description**About Consultative Search Group**We are a leading business management firm seeking a highly skilled Senior Staff Accountant to join our dynamic team. Our company specializes in providing expert financial services to clients across various industries.**Job Summary**The Senior Staff Accountant will play a key role in maintaining accurate...

  • Tax Manager

    12 hours ago


    Encino, California, United States Platform Accounting Full time

    {"title": "Tax Manager Role Overview", "content": "At Platform Accounting Group, we are seeking a highly skilled Tax Manager to join our team. As a key member of our management team, you will be responsible for leading client engagement, managing office workflow, and developing strategies for growth and retention.Key Responsibilities:Coach and mentor staff...


  • Encino, California, United States Hunt Companies Full time

    About the RoleThe Senior Tax Accountant is a key member of the Hunt Companies team, responsible for ensuring the timely delivery of tax benefits associated with the Low-Income Housing Tax Credit (LIHTC) program to investors. This role requires a high level of expertise in tax accounting, particularly in multi-state, multi-tier partnership tax returns.Key...


  • Encino, California, United States Consultative Search Group Full time

    Job Description**About Us**Consultative Search Group is a leading business management firm seeking a highly skilled Senior Staff Accountant to join our dynamic team.**Job Summary**We are looking for a seasoned accounting professional to oversee financial statements preparation and analysis, supervise accounting processes and procedures, and manage and...

  • Senior Underwriter

    19 hours ago


    Encino, California, United States Tokio Marine HCC Full time

    Senior Underwriter - Professional LinesWe are seeking an experienced underwriter to join our team in Walnut Creek, CA, Encino, CA, or Remote-CA. The ideal candidate will have a strong background in underwriting and a passion for working with professionals across various business sectors.Key Responsibilities:Evaluate new and renewal policy applications to...


  • Encino, California, United States Consultative Search Group Full time

    Job OverviewA reputable business management firm is in search of a Lead Financial Accountant to enhance their vibrant team.Key Responsibilities:The Lead Financial Accountant is instrumental in ensuring precise financial documentation, interpreting data, and delivering insights that aid in strategic decision-making within the Business Management division. The...


  • Encino, California, United States NKSFB Full time

    Job OverviewSalary: $60,000 - $70,000NKSFB, LLC stands as the premier business management firm nationwide, employing over 600 professionals across multiple offices. We collaborate with elite artists in music, film, television, and sports, providing a comprehensive suite of lifestyle management services tailored to high achievers.Position Title:Royalty...


  • Encino, California, United States HUB International Full time

    ABOUT HUB INTERNATIONAL At HUB International, we pride ourselves on being a collective of innovators. Our mission is to empower our clients by safeguarding businesses and individuals within our communities. We assist organizations in assessing their risks and crafting tailored solutions to meet their unique needs. We also prioritize the empowerment of our...


  • Encino, California, United States Consultative Search Group Full time

    Job Description**About Consultative Search Group**We are a leading business management firm seeking a highly skilled Senior Staff Accountant to join our dynamic team. Our company specializes in providing expert financial services to clients across various industries.**Job Summary**The Senior Staff Accountant will play a key role in maintaining accurate...


  • Encino, California, United States Sumitomo Mitsui Banking Corp Full time

    {"h1": "Relationship Manager", "h2": "Job Summary", "p": "As a Relationship Manager at Sumitomo Mitsui Banking Corp, you will provide a selection of services to business clients through active business development and relationship management. Develop relationships with clients with large/complex businesses. Develop and manage a portfolio of high performing...

  • Staff Accountant

    3 days ago


    Encino, California, United States NKSFB Full time

    About the RoleNKSFB, LLC is a leading business management firm seeking a highly skilled Staff Accountant to join our team. As a Staff Accountant, you will play a critical role in supporting our clients' financial needs, providing expert tax planning and compliance services, and contributing to the growth and success of our organization.Key...


  • Encino, California, United States Consultative Search Group Full time

    Job DescriptionConsultative Search Group is seeking a highly skilled Royalty Manager to join our dynamic team. As a key member of our organization, you will be responsible for overseeing the daily operations and workflow of our Royalty Department.Key Responsibilities:Oversee daily operations and workflow of the Royalty DepartmentAssign tasks and maintain...

  • Royalty Manager

    2 days ago


    Encino, California, United States Consultative Search Group Full time

    Job SummaryWe are seeking a highly skilled Royalty Manager to join our dynamic team at Consultative Search Group. As a key member of our entertainment industry team, you will be responsible for overseeing the daily operations and workflow of the Royalty Department.Key Responsibilities:Oversee daily operations and workflow of the Royalty DepartmentAssign...


  • Encino, California, United States NKSFB Full time

    About NKSFBNKSFB, LLC is a leading business management firm that provides sophisticated concierge-style services to high-achieving individuals and organizations. Our team is dedicated to delivering exceptional results and exceeding client expectations.Job SummaryWe are seeking an experienced Insurance Risk Manager to join our Business Management - Insurance...


  • Encino, California, United States VITAS Healthcare Full time

    Job DescriptionAn experienced Program Scheduler who provides training and support to the Program Schedulers and ensures the admissions process is upheld and trained in accordance with VITAS' operational standards and guidelines.Key Responsibilities:Leadership and Development:Exceeds performance and expectations of a Program Scheduler and can complete the...


  • Encino, California, United States VITAS Healthcare Full time

    Job DescriptionAn experienced Program Scheduler who provides training and support to the Program Schedulers and ensures the admissions process is upheld and trained in accordance with VITAS' operational standards and guidelines.Key ResponsibilitiesLeadership and DevelopmentExceeds performance and expectations of a Program Scheduler and can complete the...


  • Encino, California, United States New Gig Solutions Full time

    Job OverviewThis position requires onsite presence.New Gig Solutions is collaborating with a Tax Firm to identify their next Billing Operations Manager.Join a dynamic team that is expanding in a thriving industry.The Billing Operations Manager will lead and oversee the billing team, ensuring the efficient and precise handling of invoices and revenue...


  • Encino, California, United States The Ladders Full time

    Position Overview The Senior Taxation Specialist plays a crucial role in supporting the Managing Director of Tax in ensuring the efficient delivery of tax advantages linked to the Low-Income Housing Tax Credit ("LIHTC") initiative for Investors. This role also involves addressing any IRS and State income tax matters as they arise. Key...