Assistant Account Manager

United States X Advisors (USXA) was formed through a rich history of full-service audit, tax and advisory firms in Utah, Washington, California and Florida. Our Southern California office (formerly Sobul, Primes & Schenkel)[1] recently joined the platform and is poised for significant growth.United States X Advisors California, a growing public accounting firm with offices in Sherman Oaks and West Los Angeles, is looking for an Assistant Account/Business Manager to join our team! We offer a culture that understands work/life balance and a place where people enjoy coming to work! USXA CA offers opportunities for hybrid/in-office as well as remote positions. This opportunity is for a hybrid/in-office position at either of our office locations. Here at USXA CA, we're committed to creating an inclusive culture where all employees feel welcomed and valued.SummaryThe primary responsibility of this role is computing, classifying, and recording financial transactions to ensure the financial records of the client are accurate and assist Business Managers.ResponsibilitiesMaintain Accounts Payable in AgilLinkSupport execution of client vendor tasks (e.g. telephone setup, billing)Set up new vendors in AgilLink; obtain banking details and necessary tax formsEnter and process client credit card statements through credit card moduleRecord cash receiptsBook client payroll as directedJournal entry postingReconcile bank statementsPrepare monthly packages (consisting of several financial reports)Run and review monthly trial balance, and pass along to Business Manager for final reviewUpload documents and maintain electronic filing systemWork minimal overtime hours during busy seasonOther related duties as assignedKnowledge, Skills, and AbilitiesExcellent communication skills (in person, on phone, and email)Fluent command of EnglishInterpersonal skillsTime managementOrganizational skillsProblem solving skillsProficiency in Microsoft Word and ExcelExperience with Datafaction, AgilLink and/or Imaging Software is highly preferredPrior experience in Business Management preferredCommitment to professionalism, timeliness, and accuracyDetail orientedAbility to quickly shift gears without losing focus.Sense of urgency and demonstrated ability to follow throughEducation and ExperienceHigh school diploma requiredCollege degree preferredMore than two consecutive years of related experience in Business Management field preferredHybrid Office LocationsSherman Oaks, CA 91403West Los Angeles, CA 90025Pay Range$60,000 - $75,000/yearUSXA offers a compelling total rewards package that includes great base pay and bonus opportunities.BenefitsFlextime PTO (with some blackout periods)Subsidized medical, dental, and vision coveragePaid life insurance, short term, and long-term disability coverage401(k) with a USXA matchCompetitive market payPaid professional development and membershipsContribution to phone planFirm paid parkingBased on our history, we understand the needs of both large and small businesses. We offer a broad range of expertise in traditional accounting and tax services as well as business consultation. With clients across the globe, we take pride in our success and know that it is due to the incredible capabilities and talents of the team of professionals at USXA. They are highly motivated individuals who are dedicated to outstanding client service.[1] The Southern California office of USXA operates in an alternative practice structure, where United States X Advisors CPAs, LLP is an independent CPA firm that provides our audit and attest services, while United States X Advisors California LLC provides tax, advisory, family office, business management and other non-attest services.We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Created: 2025-01-24