We are seeking an Account Executive to join our team in the Los Angeles office.
This position is Full Time.
ABOUT
A friendly, casual yet professional work environment in the Westwood business district of West Los Angeles.
We take great pride in our professional staff and appreciate their hard work and loyalty to the firm.
Our employment objectives are focused on identifying and retaining highly qualified candidates with strong analytical, communication and organizational skills.
WHAT WILL YOU BE DOING?
-Supervise assistant/assistants
-Prepare schedules, as needed
-Prepare year-end tax packages for all entities on Firm Flow
-Prepare year-end pension accounting packages as needed
-Prepare year-end 1099’s
-Cash balance review on a weekly basis
-Responsible for reviewing financials on a quarterly basis
-Timely processing of all payables and cash receipts
-Bank reconciliations and cash flow report review
-Maintain GFR file for all clients
-Ensure accuracy of all accounts payables on Imaging
-Downloading and coding all credit card statements
-Client payroll processing and year-end reconciliations
-Annual and quarterly corporate filings such as BOE reporting, Census and Business License
-Responsible for prioritizing and processing incoming mail
-Must review insurance expiration list
EXPERIENCE THAT YOU’LL NEED
-Computer literate (Microsoft Outlook, Excel and Word)
-Proficient in Data function or equivalent accounting software
-Proficient in verbal and written communication skills
-Full comprehension of general ledger
-Ability to review and prepare financial statements
-Must be able to identify insurance exposure and take action informing the appropriate departments
-Ability to read and record brokerage statements and new investments
-Ability to prepare and review 1099’s
-Ability to review, record and process payroll
-Data Faction experience-A MUST
BENEFITS
– Our company offers a comprehensive benefits package, which includes medical, dental and vision coverage, life insurance and long-term disability coverage, AFLAC plans, 401(k) and profit sharing plans.
The firm offers three weeks of paid time off, plus holidays.
Job Type: Full-time
Experience:
Data Faction A MUST: 4 years (Required)
Education:
Bachelor’s (Required)
License:
CPA (Required)