Consultative Search Group
Senior Accounting Manager
Consultative Search Group, Los Angeles, California, United States, 90079
A large and prestigious business management firm seeks a Senior Manager, Business Management to join their dynamic team.
The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.
RESPONSIBILITIES:
Lead and manage one or more business management client service teamsManage 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 mattersOther related duties as assigned.REPORTING & COMMUNICATION
Oversee and review weekly, monthly, quarterly and annual financial reportingEnsure financial data is accurate and current at all timesReview all client reports prior to being sentProvide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clientsCommunicate regularly with clients regarding their financial position, projections, and cash managementCommunicate regularly with client's staff as applicableCommunicate regularly with Partners regarding client's financial positionPLANNING
Assist in preparing Client's short and long term financial projectionsMonitor and direct the implementation of strategic business plansManage 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 projectionsOPERATIONS
Participate in key decisions as a member of the management teamProvide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.Manage one or more business management accounting teamsEnsure 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 levelsMonitor any open legal issues involving the ClientAdvise client on appropriate and reliable control systems for staff and entitiesQUALIFICATIONS:
Bachelor's degree in Accounting preferred; or other related Business fieldCertified Public Accountant or Enrolled Agent preferred7+ years of related experience in the Business Management field and/or working with high-net-worth individuals
Many of our job openings can be viewed at https://consultativesg.crelate.com/portal
The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.
RESPONSIBILITIES:
Lead and manage one or more business management client service teamsManage 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 mattersOther related duties as assigned.REPORTING & COMMUNICATION
Oversee and review weekly, monthly, quarterly and annual financial reportingEnsure financial data is accurate and current at all timesReview all client reports prior to being sentProvide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clientsCommunicate regularly with clients regarding their financial position, projections, and cash managementCommunicate regularly with client's staff as applicableCommunicate regularly with Partners regarding client's financial positionPLANNING
Assist in preparing Client's short and long term financial projectionsMonitor and direct the implementation of strategic business plansManage 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 projectionsOPERATIONS
Participate in key decisions as a member of the management teamProvide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.Manage one or more business management accounting teamsEnsure 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 levelsMonitor any open legal issues involving the ClientAdvise client on appropriate and reliable control systems for staff and entitiesQUALIFICATIONS:
Bachelor's degree in Accounting preferred; or other related Business fieldCertified Public Accountant or Enrolled Agent preferred7+ years of related experience in the Business Management field and/or working with high-net-worth individuals
Many of our job openings can be viewed at https://consultativesg.crelate.com/portal