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Senior Account Manager

Los Angles, CA

Posted: 10/05/2025 Job Titles: ACCT - Controller Job Number: 5590 Pay Rate: 150,000

Job Description

Senior Account Manager  
Los Angeles - Hybrid 

Responsibilities
Specific responsibilities will include, but not be limited to:

Client Accounting Services
    • Serve as the primary point of contact for assigned clients, in coordination with senior staff.
    • Onboard new clients, oversee set up financial reporting processes and chart of accounts, establish client vendor and household relationships
    • Oversee core accounting services: journal entries, payroll oversight, investment reporting, and reconciliation of client data for ultra-high-net-worth families and related entities
    • Ensure issues or discrepancies are resolved with clients’ statements
    • Review client financial reports and analysis for individuals and related entities
    • Monitor and coordinate cash management
    • Oversee year-end reporting of 1099s
    • Oversee tracking of charitable contributions, gifts, basis, and other items

Client Bill Payment Services
    • Review and approve client bill pay processing

Client Relationship Management 
    • Primary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationships 
    • Develop client meeting material and lead meetings, as needed 
    • Respond to inquiries from clients’ advisors (wealth, CPAs, attorneys, etc) 
    • Provide financial data analysis related to client tax, estate, and charitable planning 
    • Handle special projects as needed 

Management
    • Day-to-day management/oversight of client team 
    • Train new employees on policies and procedures 
    • Oversight and accountability for team output 

Desired Skills and Experience
  • Bachelor’s degree in Accounting, Finance, Business Administration or a related field is preferred
  • Minimum of 7 years of experience in a business management or a family office setting
  • Advanced proficiency with Microsoft Excel
  • Attention to detail and possess a proven ability to prioritize and manage multiple assignments to meet deadlines
  • Experience with AgilLink is highly preferred.
  • CPA certification or candidate preferred
  • Thorough knowledge of GAAP


 

Job Requirements

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Meet Your Recruiter

Dana Jarvis, CPA, PHR
Manager, Executive Search

Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high-caliber and hard-to-find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third-generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine. 

An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.

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