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Assistant Account Manager (Beverly Hills)

Beverly Hills, CA | Full Time
1 Day Ago

Job Description

Overview

Position is mainly onsite with opportunity to work from home once or twice a week.

 

At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.

 

By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.

 

Job Details

MGO's Beverly Hills office is looking for a professional and organized  Assistant Account Manager to join the Business Management team! This is an onsite role; the candidate will perform day-to-day full-charge bookkeeping functions for clients along with completing any assigned work given by Account Managers/Supervisors. This role will have the opportunity to gain client facing experience and hands-on experience.

 

  • Performs 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

  • Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices.
  • Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.
  • Handles client mail.
  • Prepares appropriate schedules and reports as requested by clients and managers/partners.
  • Deposits accounts receivables into client bank accounts.
  • Handles client payroll.
  • Books journal entries.
  • Assists accountants on tax return preparation.
  • Generates 1099's. 

Knowledge, Skills, and Abilities:

  • Datafaction experience is a plus.
  • Ability to operate calculator, computer, and other general office equipment.
  • Knowledge of computerized accounting, but must be able to do a manual set of books.
  • Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization is a plus. 

Minimum Qualifications:

  • Minimum 1-2 years of accounting or bookkeeping experience within business management industry. 
  • Experience with Datafaction a huge plus.
  • Working experience at a CPA or Business Management specific firm.
  • May be required to be a Notary Public.

Success Factors:

  • Ability to perform several tasks concurrently with ease and professionalism.
  • Ability to communicate clearly and concisely, verbally and in writing, in English.
  • Must be able to keep client matters strictly confidential.
  • Must have excellent interpersonal skills and customer service skills.

 

Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members.

 

That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.

 

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Skills for Assistant Account Manager (Beverly Hills)

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