USP Management, Inc · 2 months ago
Senior Accounting & Investment Manager
Fort Lee, New Jersey, United States
Full-time
Onsite
Senior Level
$80K/yr - $120K/yr
5+ years expUSP Management, Inc is a company focused on accounting and investment management. The Senior Accounting & Investment Manager oversees all aspects of accounting, investment management, and financial reporting for the organization and affiliated entities, ensuring compliance and accuracy in financial operations.
Customer ServiceIndustrialShipping
Responsibilities
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
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
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
Qualification
Required
Bachelor's 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
CPA Certification
Benefits
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
Company
USP Management, Inc
With a rich history of 50 years in the Steel and Metal industry, USP has emerged as the premier steel coil distributor in the United States.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase