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 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.The Account/Business Manager will report to the Director of USXA CA's Business Management Department. The ideal candidate will exhibit high standards, excellent communication skills, have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.Responsibilities:Supervise and train Business Management Assistant staffInterface with clients on a daily basis; responsible for daily client activity, including requests and timely follow up of all outstanding mattersMonitor clients' personal and/or commercial insurance policies, assist with renewals and claimsCommunicate with Partners, staff, and clients regarding business management and financial mattersDelegate work amongst Business Management Assistant Team staffResponsible for timely issuance of financial reporting packages (annual, quarterly, monthly, and weekly deliverables)Manage third parties to which functions have been outsourced (payroll, systems, banking)Assist Partners with special projects, including but not limited to, real estate transactions, auto purchases/leases, property construction, investmentsAttend and/or conduct client meetingsAct as approver in AgilLink workflowOnboarding new clientsBook investments statementsParticipate in performance review of staffMonitor cash projections and oversee budgeting processesOversee the financial operations of client companiesOversee third parties to which functions have been outsourced (payroll, banking)Reviews the schedule of all filings and reported information, providing accountability for accuracy and timelinessAssist in Department hiringWork overtime hours as neededOther related duties as assignedKnowledge, Skills, and Abilities:Excellent communication skills (in person, on phone, and email)Fluent command of EnglishInterpersonal skillsTime managementOrganizational skillsProblem solving skillsMath aptitudeAdvanced bookkeeping competenciesComprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliationsProficiency in Microsoft Word and Excel, accounting software and databasesExperience with Datafaction, AgilLink and/or Imaging Software is highly preferredPrior experience in a Lead, Senior, or Management roleCommitment to professionalism, timeliness, and accuracySense of urgency and demonstrated ability to follow throughEducation and Experience:High school diploma requiredCollege degree preferredMore than five consecutive years of related experience in Business Management field preferredHybrid Office Locations:Sherman Oaks, CA 91403West Los Angeles, CA 90025USXA offers a compelling total rewards package that includes great base pay and bonus opportunities.Benefits:Flextime 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.Were 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: 2025-01-15