Yorkshire Management Group Hiring for Business Management – Account Manager Full Time

Duties and Responsibilities include but are not limited to:

· Responsible to maintain and review financial statements

· Timely processing of all payables and cash receipts

· Bank reconciliations and cash flow generation and review

· Ensure accuracy of all account payables

· Downloading and coding all credit card statements

· Client payroll processing and year-end reconciliations

· Generate monthly commissions schedules

· Responsible for performing all client requests

· Annual and quarterly corporate filings such as BOE ing, Census and Business License

· Responsible for prioritizing and processing incoming physical and email

· Supervise assistant[s]

· Manage clients cash flow

· Prepare schedules, as needed

· Prepare year-end tax packages for all entities

· Prepare year-end 1099’s

· Cash balance review as requested

Qualifications: to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Computer literate – Microsoft Outlook, Excel and Word

· Proficient in Datafaction and Agillink

· 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

· Ability to interact with clients and vendors

· Ability to give clear concise directions and instructions to assistant when applicable

· Ability to prioritize and delegate workload

· Good leadership and organizational skills

· Work well under pressure

· Multi-task and follow through to completion

· Must handle themselves professionally, including being discreet with client and firm information

· Work well with others

· Adhere to firm policies and procedures

· Meet all department deadlines and work any extra time, as necessary

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 5 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Woodland Hills, CA 91364: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Woodland Hills, CA 91364