Job Description

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.

Summary :

The primary responsibility of the Assistant Account Manager - Business Management is computing, classifying, and recording financial transactions to ensure the financial records of the client are accurate and assist Account Managers - Business Management.

Responsibilities :

• Maintain Accounts Payable in AgilLink
• Support execution of client vendor tasks (e.g. telephone setup, billing)
• Set up new vendors in AgilLink; obtain banking details and necessary tax forms
• Enter and process client credit card statements through credit card module
• Record cash receipts
• Book client payroll as directed
• Journal entry posting
• Reconcile bank statements
• Prepare monthly packages (consisting of several financial reports)
• Run and review monthly trial balance, and pass along to Account Managers - Business Management for final review
• Upload documents and maintain electronic filing system
• Work minimal overtime hours during busy season
• Other related duties as assigned

Knowledge, Skills, and Abilities :

• Excellent communication skills (in person, on phone, and email)
• Fluent command of English
• Interpersonal skills
• Time management
• Organizational skills
• Problem solving skills
• Proficiency in Microsoft Word and Excel
• Experience with Datafaction, AgilLink and/or Imaging Software is highly preferred
• Prior experience in Business Management preferred
• Commitment to professionalism, timeliness, and accuracy
• Detail oriented
• Ability to quickly shift gears without losing focus.
• Sense of urgency and demonstrated ability to follow through

Education and Experience :

• High school diploma required
• College degree preferred
• More than two consecutive years of related experience in Business Management field preferred

Hybrid Office Locations :

• Sherman Oaks, CA 91403
• West Los Angeles, CA 90025

Pay Range :

$60,000 - $75,000/year

USXA 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 coverage
• Paid life insurance, short term, and long-term disability coverage
• 401(k) with a USXA match
• Competitive market pay
• Paid professional development and memberships
• Contribution to phone plan
• Firm paid parking

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.

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