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Citrin Cooperman

Assistant Account Manager - Business Management & Family Office (44390)

Citrin Cooperman, Los Angeles, California, United States, 90079


Job DetailsJob Location:

Los Angeles, CAPosition Type:

Full Time / Experienced LevelSalary Range:

$60,000.00 - $80,000.00 SalaryJob Category:

Advisory - Business Mgmt & Family OfficeDescriptionCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!ResponsibilitiesWe are looking for an

Assistant Account Manager

to join our Advisory Department. As an Assistant Account Manager, you will be responsible for:Responsible for Bill Pay functionsEnter cash receipts and maintain commission/payment schedulesPerform bank reconciliationsPost/download and analyze credit card activity for proper codingBook payroll from outside payroll provider records with guidance from Account ManagerMaking Address changesCommunicate with vendor and resolve any vendor issuesCommunicate with all members of the internal engagement teamPost investment activity to accounting softwarePrepare 1099's with guidance from Account ManagerAssist in gathering year-end tax package documentsMaintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)Administrative Duties- Filing, shredding, etc.QualificationsBachelor’s degree preferably in Business (Accounting, Finance, Business Management)Outstanding written, verbal and interpersonal skillsAbility to multi-task and shift focus as neededStrong attention to detailMulti-taskerKnowledge of Quickbooks and/or Datafaction a plusProficient in Microsoft Office Applications

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