Manager - 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 a Manager to join our Business Management and Family Office group within the Advisory Department. As a Manager you will be responsible for:

• 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
• 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

• 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