Now Hiring - PTD Business Management - Account Manager - Business Manager in Sherman Oaks, CA

Full description of the position

Account Manager - Business Manager

PTD Business Management, Sherman Oaks, CA,

About the firm

PTD Business Management is a boutique CPA/Business Management firm with under 40 employees, located in the Sherman Oaks neighborhood. We have an entertainment-based clientele incorporating high net worth individuals and executives, offering customized services and solutions specific to each client and their career needs. We take pride in what we do, and in doing so, we like to provide an environment for both our clients and our staff that lets them know they are important, respected, and appreciated.

Job Description

The Account Manager role is a full-time, exempt position in the Business Management department. They perform a variety of accounting and administrative duties which include, but is not limited to:

• Onboarding new clients
• Connect with clients on a regular basis.
• Record and monitor financial investments in AgilLink.
• Manage client payroll.
• Review general ledgers, and balance sheets.
• Have reporting request and cash flows up to date for clients.
• Assist other Account Managers and/or Accounts Payable Team when needed.
• Work with multiple departments to ensure accuracy of reports and books.
• Other duties associated with the assigned role.

Skills/Requirements

• Verbal and Written Communication Skills
• Computer Literacy
• Proficiency in Word and Excel
• Interpersonal skills
• Professionalism
• Time Management
• Organizational Skills
• Datafaction/AgilLink and Imaging software experience
• 4yr College Degree or equivalent

Physical Demands:

• Occasional, standing, walking, crouching, and lifting up to 15 pounds.
• Frequent use of hands and reaching with hands and arms.
• Regular talking, hearing, seeing, and sitting.
• Moderate to loud noise level.

Salary Range: May vary, determination based on experience

The statements contained in this job description reflect general details as necessary to describe the principal function of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize busy season periods, or otherwise to balance the workload.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.

Employer will consider for employment all qualified applicants with criminal histories in a manner consistent with the requirements of Los Angeles Fair Chance Initiative for hiring.

**THIS IS NOT A REMOTE OR HYBRID POSITION**

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Tuition reimbursement
• Vision insurance

Experience level:

• 5 years
• 6 years

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus pay
• Performance bonus

Travel requirement:

• No travel

Ability to commute/relocate:

• Sherman Oaks, CA: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)

Work Location: In person