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Manager of Financial Services

2 months ago

West Hollywood, United States Liberty Staffing LLC Full time

Job Overview
At Liberty Staffing LLC, we specialize in providing comprehensive financial services to a diverse clientele, including artists, athletes, entrepreneurs, and small business owners.

We are in search of a highly skilled professional with extensive experience who can take on a pivotal role within our organization.

The ideal candidate will have exceptional technical expertise along with the capability to cultivate and maintain client relationships that are crucial to our success.

This role is particularly suited for a senior accountant aspiring to elevate their career to a managerial position, or for an existing manager seeking a rewarding partnership opportunity.


This position requires in-office attendance, as you will be closely supervising, guiding, and supporting other team members.

Key Responsibilities

  • Prepare precise and timely financial statements in compliance with business management policies and procedures, including journal entries, account reconciliations, budgeting, cash management, and audits.
  • Conduct and present financial analyses, long-term cash flow assessments, and profit and loss reporting solutions.
  • Oversee insurance renewals and claims for both institutional and individual clients.
  • Deliver weekly client communications, including cash reports and updates.
  • Assist in the review and summarization of all client agreements.
  • Manage the creation, review, and approval of budgets, shareholder payroll, and 1099 reports.
  • Support the oversight and execution of new client onboarding processes.
  • Collaborate directly with management on estate planning, asset purchases, and investment assessments.
  • Monitor cash management to track credit card activity, fraud alerts, and credit score concerns.
  • Review the work and accuracy of staff accountants handling accounts payable/receivable, cash receipts, payroll, etc.
  • Oversee the timely and accurate preparation of commission calculations and payments.

Qualifications

Requirements:

  • Bachelor's degree in accounting with a strong understanding of accounting principles and financial statement concepts.
  • Experience in a CPA firm and/or family office environment.
  • Comprehensive knowledge of tax return concepts for individuals, S Corporations, C Corporations, LLCs, and Partnerships.
  • Experience with tax audits and the ability to respond to notices.
  • Proficient in identifying, analyzing, and resolving tax and financial issues, with strong research and critical thinking skills necessary for effective planning and advice.
  • Strong software proficiency, particularly in Excel, and familiarity with CCH ProSystem.
  • Excellent communication skills, with the ability to effectively interact with clients in written, verbal, and face-to-face settings.
  • Capability to manage multiple priorities, clients, and tight deadlines as part of a collaborative team.

What We Offer

Benefits:

  • Competitive salary with performance-based bonuses.
  • 401K plan with company contributions.
  • Paid time off, including vacation and sick days.
  • Company-sponsored health benefits.
  • Paid continuing professional education time off.
  • Complimentary parking.
  • Flexible work schedule.
  • Access to free or reimbursed concert tickets.
  • A supportive, professional, and relaxed work environment.