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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