Account Manager Citrin Cooperman Beverly Hills, CA Hybrid

Job Description

Citrin Cooperman is seeking an Account Manager for our Beverly Hills office.
About Citrin Cooperman
Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 200 partners and over 1500 employees across the U.S. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
Responsibilities, but not limited to:
Responsible for understanding the Client’s organization and structure, knowing the product/services and keeping abreast of Client news and changes
Maintains and updates Client’s records
Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
Maintains accounts by verifying, allocating, and posting transactions
Maintains Data faction ledgers for client entities
Prepares credit card allocations and reconciliations
Processes bill payments (check, electronic), bank deposits, wire transfers, invoicing
Provides daily service to clients, their assistants/family/attorneys/agents
Deals with asset acquisitions and dispositions, closings and new account set ups
Manages client’s payroll for their office and household employees
Tracks residual and fee income payments
Maintains historical records by filing documents
Prepares financial reports by collecting, analyzing, and summarizing account information and trends
Processes medical claims and necessary follow up
Responsible for ad hoc requests internal or external
Prepares 1099’s and tax reporting for internal tax department
Qualifications:
5+ years of related experience within a professional services organization
Outstanding written, verbal and interpersonal skills
Ability to multi-task and shift focus as needed
Possess basic accounting knowledge
Strong attention to detail
Multi-tasker
Knowledge of Data faction, Microsoft Excel and Word
Knowledge of Medicaid, DGA, SAG and WGA benefits
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.