Operations Manager

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.

We are seeking an Operations Manager to help us build a pathway for our exceptional professionals to be their most efficient, productive and effective.

Job Title : Operations Manager (Ops Manager)

Job Description :

The Operations Manager at USXA Southern California is a new role, managing the firm’s day-to-day operations and facilitating its integration with the larger USXA platform.

The Ops Manager ensures USXA’s administrative, systems, finance, marketing and people operations run smoothly.

Additionally, the Ops Manager serves as a partner to the firm’s Shareholders and investors.

The ideal candidate will have experience within the professional services industry, preferably having worked their way up from an individual contributor role.

We believe this trajectory helps a person develop a proficiency with the practices, policies and procedures of our industry.

Objectives of this role :

• Translate the organization’s strategies into actionable steps, implementing firm-wide practices, policies and procedures that deliver results
• Oversee USXA’s day-to-day operations to quality, timing, financial and cultural targets

What You Will Do :

• Oversee day-to-day operations, including supervising teams across various functions, to ensure USXA is operating efficiently, effectively and seamlessly
• Supervise logistics, workflow and process optimization to implement business strategies and plans as identified by the Shareholders
• Analyze internal operations and identify ways to streamline workflows and implement tools and technologies that optimize processes
• Ensure effective recruiting, onboarding and professional development
• Ensure regulatory compliance and manage risk by staying up to date on legal requirements, adjusting operational practices as needed
• As this role evolves, manage direct reports who support organizational needs and business growth
• All other tasks as assigned

What You Will Bring :

• 3 or more years of experience in a team lead, supervisor or manager role
• A strong understanding of business operations, process improvement and client service; ability to diagnose issues quickly
• Experience across more than one function, such as administration, finance, sales, IT, HR, facilities and operations
• Experience working with budgets, cost control and managing cash flow
• Experience vetting, onboarding and managing vendors
• A positive attitude, steadfast resolve and personal integrity
• An entrepreneurial mindset and passion for working in growing businesses
• An understanding of accounting firm business models and / or experience working in an alternative practice structure is a plus

Education :

Bachelor’s degree in business administration, management, accounting or similar relevant field or comparable experience

USXA offers a compelling total rewards package that includes great base pay and bonus.

Benefits of Joining USXA :

• 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
• Paid professional development and memberships
• Contribution to phone plan and gym membership
• Competitive market pay
• Firm paid parking pass or contribution to a public transit pass

Based on our history, we understand the needs of both large and small businesses. We offer a broad range of expertise in traditional audit 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 SLTPB, 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.