Account Manager

RESPONSIBILITIES:
• Manage and handle the accounting and day-to-day needs of entertainment, music, and high-net-worth individuals.
• Oversee bookkeeper/assistant(s) handling accounts payable and receivables, journal entries, and general ledger tasks, ensuring deadlines are met, including knowledge of how to process them.
• Manage and review payroll as the liaison for the outsourced payroll company, including onboarding and offboarding employees, and communicate with clients' staff.
• Record brokerage/investment statements, including reviewing bank balances and statements, and authorizing transfers as needed.
• Monitor and oversee the process of credit card transactions, payments, coding, and fraud alerts.
• Supervise insurance renewals, claims, and deal with insurance brokers to ensure adequate coverage for the client.
• Process and handle corporate year-end closeouts with the tax department.
• Ensure timely compliance, such as processing annual 1099s and estimated payments.
• Manage client correspondence and undertake additional projects as required.

REQUIREMENTS:
Minimum of 2-3 years of experience in business management, overseeing assistant(s)
Previous experience working with entertainers & HNWIs
Proficient with AgilLink

BENEFITS:
PTO
Retirement
Medical, Dental & Vision
Growth opportunities
Hybrid schedule