Manager Business Management
3 months ago
Jesica is a recruiting agency that utilizes AI to source, screen and match candidates to right career opportunities. We work on behalf on our clients who are actively seeking qualified candidates to these roles. If you are a candidate either actively looking or just browsing, we highly encourage you to complete the application process as you never know what opportunities we might match you with
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, other financial reporting and client meeting packages.
- Prepare financial statement summaries as required for Partners.
- Assist Partners with special projects including, but not limited to 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.
Requirements:
- Bachelor's degree in Accounting; or other related Business field preferred.
- Certified Public Accountant or Enrolled Agent preferred.
- 10-15 years of related experience in the Business Management field, and/or working with high-net-worth individuals.
Benefits:
Varies by Role, Location and our clients. However, we strive to ensure that the pay is competitive and that there's a strong benefits package included
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