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    Account Manager - Beverly Hills, United States - Regal Executive Search

    Regal Executive Search
    Regal Executive Search Beverly Hills, United States

    1 week ago

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    Description
    Job Description
    Account Manager - Business Manager


    Summary:
    Performs day-to-day full-charge bookkeeping functions for clients.


    Core Responsibilities:
    Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned "basic" client
    Identify and help solve engagement (job) technical issues, anomalies, non-routine items
    Conducts self in a professional manner related to all client communications and interactions
    Conducts self in a professional manner related to all engagement team communications and interactions


    Essential Functions:
    Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices.
    Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.
    Handles client mail.
    Prepares appropriate schedules and reports as requested by clients and managers/partners.
    Deposits accounts receivables into client bank accounts.
    Handles client payroll.
    Books journal entries
    Assists accountants on tax return preparation.
    Generates 1099's and W-2's for clients.


    Nonessential Functions:

    • Performs other duties as assigned from time to time by accountants or partners.

    Knowledge, Skills, and Abilities:
    Datafaction and QuickBooks Online is strongly preferred
    Ability to operate calculator, computer, and other general office equipment.
    Knowledge of computerized accounting, but must be able to do a manual set of books.
    Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization

    Supervisory Responsibilities:

    N/A Working Conditions:
    Heavy overtime during February, March, April, and December
    Works in the office 98% of the time.
    Minimal Hazard

    Minimum Qualifications:

    0-2 years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial report
    Prior experience in Business Management preferred
    May be required to be a Notary Public


    Success Factors:
    Ability to perform several tasks concurrently with ease and professional
    Ability to communicate clearly and concisely, verbally and in writing, in English
    Must be able to keep client matters strictly confidential.
    Must have excellent interpersonal skills and customer service skill


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