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