What are the responsibilities and job description for the Account Manager - Business Management position at United States X Advisors California?
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 Manager - Business Management 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 Manager - Business Management 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 staff
- Interface with clients on a daily basis; responsible for daily client activity, including requests and timely follow up of all outstanding matters
- Monitor clients’ personal and / or commercial insurance policies, assist with renewals and claims
- Communicate with Partners, staff, and clients regarding business management and financial matters
- Delegate work amongst Business Management Assistant Team staff
- Responsible 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, investments
- Attend and / or conduct client meetings
- Act as approver in AgilLink workflow
- Onboarding new clients
- Book investments statements
- Participate in performance review of staff
- Monitor cash projections and oversee budgeting processes
- Oversee the financial operations of client companies
- Oversee third parties to which functions have been outsourced (payroll, banking)
- Reviews the schedule of all filings and reported information, providing accountability for accuracy and timeliness
- Assist in Business Management department hiring
- Work overtime hours as needed
- Other related duties as assigned
Knowledge, Skills, and Abilities :
Education and Experience :
Hybrid Office Locations :
USXA offers a compelling total rewards package that includes great base pay and bonus opportunities.
Benefits :
Based 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.
