Immediate Start: US Accounting Manager

4 weeks ago


Hyderabad, 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 assistants/family/attorneys/agents- 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 multi-task and shift focus as needed- Expert knowledge of Data Faction, QuickBooks, Microsoft Excel and Word- Strong attention to detail

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