Account Manager

Description

We are looking for an experienced Full Charge Bookkeeper to support a business management and family services team in Woodland Hills, California. This position serves high-income and high-net-worth clients, combining hands-on accounting work with responsive day-to-day financial support. The ideal candidate brings strong judgment, discretion, and the ability to manage a wide range of bookkeeping responsibilities in a stable, long-term role.

Responsibilities:

• Oversee recurring bookkeeping activities across daily, weekly, monthly, and annual cycles for multiple client accounts.

• Manage outgoing and incoming cash activity, including bill payments, deposits, wire transfers, and client invoicing.

• Administer payroll processing for both administrative staff and household employees while maintaining accurate supporting records.

• Reconcile bank and credit card accounts, investigate variances, and record transactions properly in the general ledger.

• Maintain complete financial records by posting journal entries, updating ledgers, and organizing documentation for future reference.

• Prepare or review year-end reporting support such as 1099 and W-2 information and coordinate related payment tracking.

• Compile financial schedules, trial balance support, and customized reports requested by clients or firm leadership.

• Assist with client onboarding, respond to time-sensitive requests, and provide attentive service to clients and their representatives.

• Support tax-related workflows by tracking deadlines, preserving documentation, answering accounting questions, and facilitating requested tax payments.

• Travel within the greater Los Angeles area when needed to support special projects, train client personnel, or help implement accounting processes at client sites.

Requirements • Proven experience performing full charge bookkeeping in a detail-focused services, family office, or similarly complex client environment.

• Strong working knowledge of QuickBooks and the ability to maintain accurate books across multiple accounts or entities.

• Hands-on experience with accounts payable, accounts receivable, payroll processing, and bank reconciliations.

• Ability to prepare and analyze general ledger activity, journal entries, and financial reports with a high degree of accuracy.

• Comfort handling confidential financial information with sound judgment and discretion.

• Advanced spreadsheet skills, including the ability to build and update detailed financial tracking documents.

• Strong organizational and communication skills with the ability to manage shifting priorities and ad hoc requests.

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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