As a Manager in our Business Management practice, you will be responsible for, but not limited to the following:
- Build strong relationships with new and existing clients, proactively handling their inquiries, resolve issues promptly, and ensure high level of client satisfaction
- Understand client’s business objectives and provide tailored solutions
- Serve as a trusted advisor for clients in dealings with other professionals, such as attorneys, agents, and financial institutions.
- Liaise with tax team for a seamless client experience
- Financial reporting, reconciliation of investment statements, and preparation of other analytical reports
- Vendor management, bill payment reconciliation
- Provide guidance on business operations, including entity structuring, financial reporting, strategic planning
- Assist clients in developing estate plans to protect assets
- Review and negotiate contracts as well as personal/business financial statements and present to clients
- Special projects and other requests as needed
- Manage and develop associates and new hires in understanding client related processes and accounting matters
- Provide training for associates and new hires and ensure adherence to firm policies
- Identify opportunities for improvement to enhance efficiency and reduce risk
To be successful, these are the skills and experience you will need:
- Bachelor’s degree in accounting or related field is required
- Active CPA license required
- 8+ years of accounting experience required
- 2+ years of managerial experience required
- 4+ years of experience in business management field for corporate, family office/high net worth, and entertainment clients preferred
- Financial statement reporting experience required
- Experience with AgilLink is highly preferred
- Strong knowledge of MS Office applications, including Excel and Outlook
- Strong attention to detail, ability to follow instructions, effective communication, and ability to work in a team environment
- Self-motivated and ability to work independently with minimal supervision
- Ability to effectively address inquiries, resolve issues, and build positive relationships with clients and team members
- Effective time management skills with proven ability to consistently meet deadlines and prioritize multiple projects while maintaining clear communication
- Excellent organizational and multi-tasking ability
- Ability to lead new team members
- Availability for overtime as needed
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
- Visit the Benefits section to learn more
Similar Jobs
What We Do
We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com. If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.
