Citrin Cooperman

2 weeks ago

Hyderabad, Telangana, India Citrin Cooperman India LLP Full time

Responsibilities, but not limited to:

Review of the following:

  • Cash basis monthly client financial reports.
  • Processing of medical claims and necessary follow up.
  • Tour accountings and central withholding agreements.
  • While providing excellent client service, manage multiple client engagements.
  • Planning staff's work and supervising staff's work.
  • Sustaining client relationships as a close associate to the partner(s).
  • Be responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and changes.
  • Supervises the maintenance of the client's accounting records, general ledger ("tax return ready" books) including proper entries of investment activity.
  • Develop system tailored to each client to account for financial transactions by establishing a chart of accounts; defining financial reporting policies and procedures.
  • Provides daily service to clients, their Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc.
  • Tracks residual, profit participant and fee income payments.
  • Advise on the client's insurance plan (includes homeowners, personal liability, auto, etc. business, if applicable, lifelong term care, disability).
Prepare bonus payrolls to officers from loan out entities.

  • Preparation of more complex investment analysis reports and understand the underlying asset classes.
  • Develop working knowledge of retirement plans, gift and estate planning concepts.
  • Supervise the overall effectiveness of the medical and retirement plan(s) for clients.
  • Be involved in practice development, networking, etc.
  • Act as a mentor to the staff.
  • Begin to get involved with client billing, collections, profitability (realization).

Desired Skills:

  • Outstanding written, verbal and interpersonal skills.
  • Outstanding analytical, organizational and project management skills.
  • Ability to multitask and shift focus as needed.
  • Expert knowledge of Data Faction, QuickBooks, Microsoft Excel and Word.
  • Strong attention to detail.
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