Senior 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 Senior Accountant to join our Business Management and Family Office practice within the Advisory Department. As a Senior Accountant, you will be responsible for:

Responsibilities:

• Generate and identify opportunities for new business. Be involved in practice development, networking, etc.
• Ensure overall responsiveness to client requests and sustain client relationships as a close associate to the Partner(s) and Director.
• Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc.
• Research and coordinate with other departments to mitigate risk and maximize tax planning
• process.
• Provide guidance on the client’s insurance plan (includes homeowners, personal liability, auto, etc.; business, if applicable, life, long term care, disability).
• Plan and manage workloads for all levels of Account Managers.
• Facilitate client onboarding process with support from Director.
• Provide guidance on year-end payroll including bonus payrolls to officers from loan out entities.
• Develop working knowledge of retirement plans, gift and estate planning concepts.
• Be responsible for understanding the Client’s organization and structure, knowing the
• product/services and keeping abreast of Client news and changes.
• Begin to get involved with client billing, collections, profitability (realization).
• Prepare loan applications.
• Preparation of more complex investment analysis reports and understand the underlying asset classes.
• Prepare budgets and analysis on regular basis.
• Provide year-end closing entries as needed.
• Review of General Ledger, Cash Flow, Trial Balance on a regular basis.
• Tracks residual, profit participant and fee income payments.
• Anticipate and address client concerns and escalating problems proactively and as they arise.

• 7-11 years of experience in the business management or family office industry; or 3-5 years of experience in business management or family office industry & Bachelor’s Degree (Accounting, Business Administration, Economics)
• Active CPA, EA, CFP and/or PFS a plus
• Strong technical skills focused on quality
• Business acuity focused on the firm and our clients
• Leadership skills focused on talent
• Entrepreneurial innovated mindset focused on advancing the firm and the profession
• Strong interpersonal skills focused on the team
• Prior experience with complex tax return preparation/review & advanced understanding of tax guidelines
• Prior experience preparing & analyzing budgets & financial forecasts
• Advanced internal communication skills