Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,500 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for an Account Manager to join our Administration Department in our Beverly Hills office. As an Account Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

Responsibilities:

• 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

What we offer:

• Competitive Base Salary
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Summer Fridays
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

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 300 partners and over 1500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

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.