Director of Business Management

Location: Woodland Hills, CA

Department: Business Management

Type: Full Time

Min. Experience: Executive

Prager Metis CPAs, LLC is seeking a Director of Business Management for our Woodland Hills, CA location.  In this leadership role, you will have the opportunity to utilize and continue to develop your analytical, operational, management and client services skills. With your expertise, you will manage our talented staff and assume the role as mentor to coach staff on various financial issues. You will be responsible for an existing client base and be involved in new client development in partnership with upper management and participate in client meetings, presentations and proposal development. The ideal candidate will be on a partner track.

Responsibilities include but are not limited to:

  • Balance multiple priorities demonstrate proficient technical skills for handling client responsibilities and deliver a high-quality work product.
  • Demonstrate an understanding of professional and industry standards and practices.
  • Serve as the client’s trusted advisor, identify client issues and conflicts and proactively communicate solution options to the client and team.
  • Exhibit excellent interpersonal, analytical, research and project management skills.
  • Prior experience in area of financial planning and/or accounting including insurance, tax, investments, retirement planning, estate planning and personal financial statements.

Qualifications:

  • Bachelor’s degree required; Master’s degree a plus in Accounting, Finance or relevant field.
  • 8 plus years’ experience in business management, financial planning, accounting or related field.
  • 4 years supervisory.
  • Must have a CFP and/or CPA license.
  • Organized and mindful of both deadlines and budgets.
  • Strong comprehension and communication skills, both written and oral.
  • Strong analytical skills.
  • Knowledge of CCH Access, CCH Engagement, CCH Workstream and Datafaction/AgilLink helpful.

We proudly offer an excellent benefit and compensation package, an ideal work/life balance, flexible hours, opportunity for growth & advancement and potential ownership opportunity for manager-level candidates.

Please email resume to resume@pragermetis.com.

 

Prager Metis CPAs, LLC is an equal opportunity employer. All applicants will be considered without regard to age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic violence victim status, caregiver status or any other characteristic protected by law.  Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans With Disabilities Act and applicable state laws.

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