Job summary
Job post source
This job is directly from MAI Capital Management
Job overview
The Senior Client Accountant Specialist at MAI Capital Management manages financial records and client accounts, providing critical accounting services to Sports & Entertainment clients to ensure accurate financial management.
Responsibilities and impact
The role involves maintaining ledger accounts, reconciling bank accounts, managing payroll and bill payments, preparing financial statements and tax forms, tracking income, and collaborating with the team to resolve issues.
Compensation and benefits
The position offers medical, dental, and vision insurance, a 401(k) plan, health savings account, paid maternity and parental leave, and tuition reimbursement.
Experience and skills
Candidates should have a high school diploma (bachelor's preferred), over 4 years of relevant experience, and familiarity with AgilLink, Datafaction, or QuickBooks is preferred; strong organizational, analytical, and confidentiality skills are essential.
Work environment and culture
The company fosters a fast-paced, dynamic, team-based, and collaborative environment valuing confidentiality, ethical standards, and flexibility to meet client and firm needs.
Unique job features
This role is distinguished by its focus on high-net-worth Sports & Entertainment clients and the use of specialized financial software tools.
Company overview
MAI Capital Management is a wealth management firm that offers personalized investment advisory services to high-net-worth individuals, families, and institutions. They generate revenue through asset management fees, financial planning, and advisory services. Founded in 1973, the company has a long history of providing tailored financial solutions and has expanded its offerings to include retirement planning, tax strategies, and estate planning. Their client-centric approach and commitment to fiduciary responsibility have established them as a trusted name in the financial services industry.
How to land this job
Position your resume to highlight your experience in managing general ledger accounts, bank reconciliations, and payroll processing, as these are core responsibilities for the Senior Client Accountant Specialist role at MAI Capital Management.
Emphasize your familiarity with financial software such as QuickBooks, AgilLink, or Datafaction, along with your ability to handle tax forms like 1099, W2, and 1042, which are critical for this position.
Apply through multiple channels including MAI Capital Management’s corporate careers page and LinkedIn to maximize your application visibility and chances of consideration.
Connect with current employees in the Client Accounting division on LinkedIn, using ice breakers like asking about their experience working with Sports & Entertainment clients or inquiring about the team’s approach to handling complex financial data.
Optimize your resume for ATS by incorporating keywords from the job description such as 'ledger accounts,' 'bank reconciliation,' 'payroll processing,' 'financial statements,' and 'client confidentiality' to ensure your resume passes initial automated screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts to network with, allowing you to focus more effectively on preparing for interviews and refining your skills.
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