Accounting Professional

4 weeks ago


Encino, California, United States Consultative Search Group Full time

A dynamic business management firm is seeking a seasoned Accounting Professional to oversee their financial operations. The ideal candidate will possess exceptional time management and organizational skills, with a proven track record of delivering high-quality financial statements and managing robust books.

Key Responsibilities:

  • Supervise and mentor junior accounting staff
  • Prepare monthly and quarterly financial statements
  • Process client payroll and maintain accurate General Ledger/Trial Balances
  • Onboard new clients and set up new vendors and General Ledger codes
  • Record journal entries, prepare and reconcile bank statements
  • Maintain cash flow and reporting requests for clients
  • Provide backup coverage for other accounting professionals as needed
  • Process Accounts Payable and Cash Receipts when junior staff is out
  • Coordinate and complete client loan applications
  • Provide accurate asset schedules for insurance
  • Work closely with the tax department to ensure clean and accurate books
  • Ensure timely tax deadlines are met
  • Create commission reconciliation schedules for non-touring clients

Requirements:

  • High School diploma required
  • Bachelor's degree from an accredited institution preferred
  • 4+ years of experience in accounting, business management, and/or working with high-net-worth individuals
  • 1+ years of experience working in AgilLink, Datafaction, QuickBooks preferred
  • Proficient in Microsoft Office


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