Job Summary

We are a team of comprehensive financial services professionals headquartered in Encino, California. With two distinct companies under one roof, a business management multi-family office and an investment advisory firm, we are able to provide one-stop, seamlessly coordinated financial services such as business management, tax preparation and planning, accounting and bookkeeping, wealth management and financial planning. For more than 45 years, our Firm has been providing peace of mind and financial well-being to high profile creative talent.

We are searching for detail-oriented and success-driven Business Management Accounting Supervisor to become an integral part of our team. The right candidate will utilize his or her educational background, work experience, communication, and organizational skills in supervising multiple teams of account managers, analyzing clients' books, preparing financial reports, preparing tax returns, and providing client services.

We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization.

Responsibilities:

- Working closely with multiple desk teams of BM Account Managers and BM Assistant Bookkeepers
- Reviewing, analyzing and preparing financial statements




- Preparing various financial reports
- Preparing individual and business income tax returns
- Preparing tax projections for individuals and business entities
- Working within tight deadlines
- Maintaining a working relationship with clients

Qualifications and Skills:

- 3-5 years of supervisory experience
- 3-5 years of experience in preparation of income tax returns
- Bachelor's Degree in Accounting or related field
- CPA or CFP license a plus
- Prior work experience in a CPA firm or business management firm
- Ability to apply critical thinking in daily tasks
- Ability to problem solve
- Ability to multi-task, stay organized and work within tight deadlines
- Proficiency in Excel, Word, Outlook
- Excellent written, verbal, and oral communication skills
- Knowledge of Datafaction and AgilLink is a plus
- Knowledge of CCH Access Tax is a plus
- Knowledge of BNA income tax planner and Quickbooks is a plus
- Bachelor's Degree in Accounting or related field

Working Conditions:

Professional office environment. Working inside, sitting, standing. No heavy lifting over 10 lbs. Hybrid requirement with more time expected in-office during the first 90-days for training.

📌 Business Manager (Encino, CA) (Colombia)
🏢 Mercer Advisors
📍 Colombia