- Supervise, mentor, and coach Account Executives.
- Experience with handling robust books, and preparing monthly and quarterly financial statements.
- Book and process client payroll on a recurring basis.
- Maintaining accurate General Ledger/Trial Balances.
- Onboard new clients, set up new vendors and General Ledger codes in the accounting system (AgilLink or Datafaction).
- Record opening Trial Balance as journal entries, prepare, and reconcile bank statements.
- Record purchase or refinance of client's automobiles/residence.
- Maintain cash flow and reporting requests for clients.
- Provide backup coverage for other Account Executives as needed.
- Process Accounts Payable and Cash Receipts when Assistant Account Executive is out.
- Coordinate and complete client loan applications, and collaborate with Senior Accountant for final review.
- Provide accurate asset schedules for insurance.
- Work closely with Tax department to ensure clean and accurate books.
- Ensure that tax deadlines (1099s, estimated payments) are met timely.
- Create commission reconciliation schedules for non-touring clients.
- Other related duties as assigned.
- High School diploma required
- Bachelor's degree from an accredited institution preferred
- 4 plus years of experience in accounting, business management, and/or working with high-net-worth individuals
- 1 plus years of experience working in AgilLink, Datafaction, and/or QuickBooks preferred
- Proficient in Microsoft Office
- Competency in Microsoft applications including Word, Excel and Outlook
- Self-motivated with excellent organization skills
- Strong verbal and written communication skills are a must
- Attention to detail and ability to multi-task is an asset
- Strong organizational and problem-solving skills
- Exceptional interpersonal skills
- Friendly and professional demeanor
- Ability to work well with a team and pitch in when needed
- Medical, Dental and Vision coverage
- Flexible Spending Account
- Basic Life and AD&D
- Voluntary Life and AD&D
- Long Term Disability
- Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
- Genetic Screening and Cancer Support
- Pet Insurance
- Accrue 15 PTO days annually
- 401k, Match and Profit Sharing Plan
- 10 Paid Holidays and 1 Floating Holiday
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Description
A large and prestigious business management firm seeks an Account Executive Supervisor to join their dynamic team. The Business Management team in Encino and Torrance is hiring the next Supervisor to join our dynamic group of accounting professionals. The ideal candidate has a keen interest in the music industry, and is eager to develop their accounting acumen. The selected candidate is a confident and professional communicator, with exceptional time management and organizational skills. You are interpersonal and believe in developing and maintaining a professional relationship with the clients; all while performing the following:
Responsibilities:
