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    Assistant Account Manager - Woodland Hills, United States - Regal Executive Search

    Regal Executive Search
    Regal Executive Search Woodland Hills, United States

    1 week ago

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    Description
    Job Description
    Assistant Account Manager

    Looking for dynamic and collaborative Assistant Account Manager to join our Business Management team


    Summary:
    Provides day-to-day assistance to Account Managers who perform full-charge bookkeeping functions for clients.


    Core Responsibilities:
    Assists Account Managers with the daily, weekly, monthly and yearly bookkeeping activities of the assigned "basic" client
    Identify and help solve engagement (job) technical issues, anomalies, non-routine items
    Conducts self in a professional manner related to all client communications and interactions
    Conducts self in a professional manner related to all engagement team communications and interactions


    Essential Functions:
    Supports Senior Account Managers with client tasks
    Helps with Accounts Payable and Accounts Receivable
    Enters in Payroll entries for clients ensuring smooth and correct payroll runs
    Report Management – prepares and maintains various reports for Account Managers and their clients
    Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts
    Assists with client mail
    Assists Account Managers as needed with other various functions: journal entries, tax returns, 1099s and W-2s for their clients


    Nonessential Functions:
    Performs other duties as assigned from time to time by accountants or partners.


    Knowledge, Skills, and Abilities:
    Datafaction is strongly preferred and QuickBooks Online (optional but a plus)
    Ability to operate calculator, computer, and other general office equipment.
    Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization, preferred


    Minimum Qualifications:
    0-2 years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial report
    Prior experience in Business Management preferred


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