Assistant Account Manager jobs in United States
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CBIZ · 21 hours ago

Assistant Account Manager

positionLos Angeles, CA
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Assistant Account Manager will prepare corporate tax returns, manage client billing, and perform bookkeeping and accounting duties for clients.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

May prepare corporate tax returns, client billing, engagement letters and contracts
May complete bookkeeping and accounting duties for clients.This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
Collect and enter/download data from clients and review for accuracy
File and retrieve documents, records, and reports
Prepare engagement letters and other correspondence with clients
Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
Operates accounting and/or tax software to record, store and analyze data
Additional responsibilities as assigned

Qualification

Accounting experienceTax software proficiencyTechnology proficiencyCommunication skillsTeamwork

Required

High School Diploma or GED required
At least 3 years of accounting experience
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Preferred

Associate's degree

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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W
Ware H. Grove
SVP & CFO
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Recent News

Benzinga.com
Top 3 Industrials Stocks You'll Regret Missing This Quarter
2026-01-22
GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
Company data provided by crunchbase