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Senior Accounting & Investment Manager
Senior Accounting & Investment ManagerUSP Management • Fort Lee, NJ, US
Senior Accounting & Investment Manager

Senior Accounting & Investment Manager

USP Management • Fort Lee, NJ, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Salary : $80,000 $120,000 annually

Job Title : Senior Accounting & Investment Manager

The Senior Accounting & Investment Manager oversees all aspects of accounting, investment management, and financial reporting for the organization and affiliated entities. This position is responsible for maintaining accurate financial and investment records, preparing reports and forecasts, supporting tax filings, managing estate and trust documents, and ensuring compliance with state and federal requirements. The role requires strong analytical skills, attention to detail, and a comprehensive understanding of both corporate and individual financial operations.

Responsibility Areas :

1. Accounting & Investment Management

  • Prepare monthly financial statements, including P&L, balance sheet, and cash flow reports for multiple entities
  • Maintain investment portfolio records and prepare monthly performance reports for corporate and individual accounts
  • Manage trust and GRAT accounts, monitor distributions, and ensure compliance with trust agreements
  • Perform month-end and year-end close processes, including journal entries, reconciliations, and intercompany transactions
  • Calculate profit-sharing, loan interest, and income distributions
  • Maintain lease accounting and fixed asset registers, including depreciation schedules
  • Oversee QuickBooks data for multiple LLCs and trust entities

2. Tax Compliance & Planning

  • Coordinate with external CPAs for annual tax filings and quarterly estimated tax calculations
  • Prepare and provide Form 1099 documentation to external CPAs
  • Prepare sales allocation, UNICAP, and tax adjustment workpapers for external CPA review
  • Prepare R&D credit documentation and tax benefit program workpapers
  • Prepare fringe benefit summaries and home office expense documentation for tax reporting
  • File or coordinate state and local compliance requirements (annual reports, sales tax, business tax returns)
  • Provide financial data and entity documentation for corporations, LLCs, trusts, and estate tax planning

    • 3. Financial Planning & Analysis

  • Develop budgets, forecasts, and financial projections for management review
  • Analyze financial performance and provide strategic recommendations
  • Support research on investment opportunities and financial planning
  • Maintain estate planning documentation and flowcharts

    • Minimum Qualifications :

  • Bachelors Degree in Accounting, Finance, or a related field.
  • Minimum 5 years of experience in accounting, finance, or investment management.
  • Bilingual proficiency in English and Korean.
  • Strong knowledge of GAAP, tax regulations, and financial reporting.
  • Proficient in Excel, QuickBooks, and financial analysis tools.
  • Excellent analytical, organizational, and problem-solving skills.
  • High attention to detail and ability to manage multiple priorities independently.
  • Discretion and confidentiality in handling sensitive financial information.

    • Preferred Qualifications :

  • CPA Certification

    • Work Hours : Full-Time (Monday Friday, 8 : 30 AM 5 : 30 PM)

    Salary Range : $80,000 $120,000 annually

    Embark on an exciting career adventure with us, where we prioritize your well-being and ongoing professional development. Enjoy a competitive salary and a comprehensive benefits package, including Medical, Dental & Vision Insurance, Paid Vacation, Sick Days & Holidays, Performance Bonuses, Educational Training Reimbursements, Employee Referral Incentives, Lunch Fringe Allowance, Team Lunches / Dinners, Fitness Membership Reimbursements, Employee Birthday Gifts, Service Year Awards, and much more. Join our vibrant team, where we actively seek individuals with the talent and skills to drive our continuous growth and success. Come be a part of something extraordinary!

    USP is an Equal Opportunity / Affirmative Action Employer M / F / Disabled / Vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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    Senior Accounting Manager • Fort Lee, NJ, US