Business Manager (Encino, CA)

The role

The Business Management Accounting Supervisor will supervise multiple teams of account managers. This person will analyze client books, prepare financial reports and tax returns, and provide client services.

What you will do

• 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

Required qualifications

• 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
• 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

Nice to have

• CPA or CFP license
• Knowledge of Datafaction and AgilLink
• Knowledge of CCH Access Tax
• Knowledge of BNA income tax planner and Quickbooks

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors is an independent fiduciary that provides comprehensive financial services including financial planning, investment management, and tax services. The firm serves over 42,800 families across more than 110 cities in the U.S.