Bmfo Assistant Account Manager - Los Angeles, United States - Citrin Cooperman Advisors LLC

Citrin Cooperman Advisors LLC

Verified Company

Los Angeles, United States

6 days ago

Posted by:

Mark Lane

beBee recruiter

Description

Citrin 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

We are looking for an
Assistant Account Manager to join our Advisory Department.

As an Assistant Account Manager, you will be responsible for:

Responsibilities:

Main Responsibility is to support and assist the Account Managers
Responsible for Bill Pay functions
Enter cash receipts and maintain commission/payment schedules
Perform bank reconciliations
Post/download and analyze credit card activity for proper coding
Book payroll from outside payroll provider records with guidance from Account Manager
Making Address changes
Communicate with vendor and resolve any vendor issues
Communicate with all members of the internal engagement team
Post investment activity to accounting software
Prepare 1099's with guidance from Account Manager
Assist in gathering yearend tax package documents
Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)
Administrative Duties
Filing, shredding, etc.

Qualifications:

Bachelor's degree preferably in Business (Accounting, Finance, Business Management)
Outstanding written, verbal and interpersonal skills
Ability to multitask and shift focus as needed
Strong attention to detail
Multitasker
Knowledge of Quickbooks and/or Datafaction a plus

Proficient in Microsoft Office Applications

About Citrin Cooperman:

CC Disclaimer:

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.