Job Information
Robert Half Accounting Manager/Supervisor in Encino, California
Description
We are looking for an experienced Account Manager to support high-net-worth clients through a business management and family office environment in Encino, California. This role serves as a key point of coordination across financial activities, helping keep client matters organized, accurate, and progressing on schedule. The ideal candidate combines strong accounting knowledge with a service-focused approach, excellent judgment, and the ability to manage multiple priorities with discretion and care.
Responsibilities:
• Direct daily client service activity from initial request through completion, maintaining clear tracking of priorities, timelines, and outstanding items.
• Oversee cash management tasks by reviewing account activity, coordinating transfers and wire requests, and ensuring supporting records are complete and accurate.
• Manage insurance-related administration, including renewals, policy updates, and claims coordination with external brokers and advisory partners.
• Lead onboarding for new clients by establishing accounts, gathering required documentation, arranging access, and setting up internal workflows.
• Coordinate financial and administrative support for significant purchases such as real estate and vehicles, working with lenders, agents, and other third parties.
• Assist with reporting and transaction processes, including 1099 preparation and coordination with tax and accounting providers for periodic filings.
• Prepare and review core accounting activities such as general ledger maintenance, journal entries, account reconciliations, and month-end close support.
• Contribute to operational improvements and special assignments by identifying efficiencies and providing flexible support where business needs require it.
Requirements • Bachelor’s degree in Accounting, Finance, or a related discipline is strongly preferred.
• At least 4 years of experience in business management, family office, or a similar high-service financial environment.
• Minimum of 3 years in a client-facing role requiring proactive follow-up, organization, and dependable execution.
• Solid understanding of accounting operations, including general ledger activity, accounts payable, accounts receivable, bank reconciliations, payroll coordination, and financial statement support.
• Hands-on experience with AgilLink.
• Advanced Microsoft Excel skills and confidence using accounting platforms, portals, and databases.
• Demonstrated ability to guide, delegate, and support team members while maintaining responsibility for final outcomes.
• Strong communication, sound judgment, discretion, and the ability to manage competing deadlines with close attention to detail.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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