Accounting Manager
AdvicePeriod
 Los Angeles, CA
What you do:

As an Accounting Manager and a key member of our Core Family Office Services (CFOS) team, you will be responsible for preparing financial statements, adjusting journal entries, and helping prepare and deliver reporting packages to our clients. You will also coordinate and collaborate with the client’s professional advisors (attorney, CPA, investment bankers, etc).

What you bring:

  • Bachelor’s degree in accounting, economics, or similar degree preferred
  • 8+ years of relevant accounting and experience
  • CPA strongly preferred
  • Strong financial statement preparation experience
  • Experience with high net worth individuals and complex journal entries
  • Working knowledge of income tax matters for individuals, trusts, and partnerships
  • Working knowledge of other taxes (property, payroll - domestic staff, sales/use, etc)
  • Organized, analytical, and detail-oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Always looking for ways to gain efficiencies
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues

What we offer:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace and Entrepreneur Top Culture environment