Business Development Assistant

5 days ago


Los Angeles, California, United States Citrin Cooperman Advisors LLC Full time

Citrin Cooperman Advisors LLC is seeking a highly skilled Assistant Account Manager to join our Advisory Department.

As an Assistant Account Manager, you will be responsible for:

Main Responsibilities:

  • Support and assist the Account Managers
  • Enter cash receipts and maintain commission/payment schedules
  • Perform bank reconciliations
  • Post/download and analyze credit card activity for proper coding
  • Book payroll from outside payroll provider records with guidance from Account Manager
  • Post investment activity to accounting software
  • Prepare 1099's with guidance from Account Manager
  • Assist in gathering year-end tax package documents
  • Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)

Qualifications:

  • Bachelor's degree preferably in Business (Accounting, Finance, Business Management)
  • Ability to multi-task and shift focus as needed
  • Proficient in Microsoft Office Applications

Citrin Cooperman Advisors LLC is one of the nation's largest professional services firms. With over 40 years of experience, we have built a reputation for delivering practical, actionable solutions to help our clients meet their short-term needs and long-term objectives. Our clients span an array of industry and business sectors and leverage a complete menu of service offerings. We operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. Our brand, Citrin Cooperman, is the umbrella under which we serve clients' business needs.


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