Accountant - Business Management & Family Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!   

We are looking for an Accountant to join the Business Management & Family Office practice in our Advisory Department. As an Accountant, you will be responsible for: 

Responsibilities: 

• Respond to client inquiries & requests; work closely with Partner/Managing Director/Director to resolve issues.
• Coordinate with tax and royalty departments as needed.
• Manage & mentor Account Manager; provide supervision and oversight.
• First-level review of Loan Applications.
• Review General Ledger & Trial Balance.
• Finalize monthly client reporting & meeting packages with support from Account Manager.
• Provide journal entries when necessary.
• Provide guidance to Account Manager on Y/E payroll and planning as needed.
• Prepare tax return packages with support from Account Manager.
• Tax return preparation as needed including preparation of more complex personal, trust, and corporate tax returns.
• Preparation of CWA's if applicable or other international reporting.
• Preparation of budgets, settlement reports, and analysis for further review (touring clients only).
• Initial preparation of basic investment analysis reports using Black Diamond.
• Set up client books.

• 5-8 years of experience in the business management and/or family office industry; or 0-3 years of experience in the business management and/or family office industry & Bachelor’s Degree (Accounting, Business Admin, Economics)
• Active CPA or EA a plus
• Strong technical skills focused on quality
• Business acuity focused on the firm and our clients
• Leadership skills focused on talent
• Entrepreneurial innovative mindset focused on advancing the firm and the profession
• Interpersonal skills focused on the team
• Understanding of tax guidelines including potential tax preparation
• Prior experience preparing & analyzing financial statements