US Accounting Manager

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