Job Description

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for a Business Management & Family Office Director to join our Advisory Department in our Woodland Hills, CA office. As a BMFO Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

NOTE: This is a hybrid position.

Responsibilities:

• Financial reporting & wealth tracking investments, assets, liabilities, income & expenses
• Portfolio & investment accounting for high-net-worth individuals and their interests
• Tracking tax basis and unfunded capital commitments
• Review engagement deliverables & manage entire engagements/client relationships; pickup mistakes and issues; identify planning opportunities
• Review personal and/or business financial statements and supporting schedules
• Liaise with tax department engagement team for seamless cross department activities
• Vendor management, bill payment including review of bank and credit card reconciliations
• Special projects and other requests as needed
• Tour accounting, including budgeting
• Negotiation and settlement of Central Withholding Agreements with the IRS
• Experience working with music royalty contracts, administration and music catalog sales
• Develop relationships with clients, their vendors and other service providers, providing excellent customer service
• Engagement planning and scheduling for client engagements
• Ensuring team adheres to firm policies; identify areas for improvements to maximize efficiencies and minimize risk
• Manage and develop staff including training both technical and administrative

Qualifications:

• Financial statement reporting experience - balance sheet & income statement classification.
• Good knowledge and experience with investment/ portfolio accounting; marketable securities, private equity, private placements in hedge funds/private equity funds.
• Good knowledge and experience with tax reporting for individuals, partnerships, trusts, and estate/gift
• Ability to communicate with clients effectively and build relationships, Excellent verbal and writing skills
• Experience in public accounting with high-net-worth individuals or in a multi-family office is a plus
• Detail oriented; Ability to multi-task; Excellent organizational skills
• Above average skill set with respect to Excel, Word, and QuickBooks expected
• Experience with AgilLink and/or other Wealth Management tracking/reporting applications is a plus.
• Bachelor’s degree in Accounting, Business Management, Finance, or Economics

What we offer:

• Competitive Base Salary and annual performance-based bonuses
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (ask us about it!)
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
• Modern, high-tech work environment

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 2,1000 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

For positions in California, the salary range is $145,000 -- $165,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.