Manager - Business Management & Family Office (49991)
Citrin Cooperman
Los Angeles, CA
Sales / Marketing, Business Development
Responsibilities
We are looking for a Manager to join our Business Management and Family Office practice within the Advisory Department. As a Manager, you will be responsible for:
- Generate and identify opportunities for new business; regularly involved with practice development, networking and other market-facing activities.
- Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively. Contribute to a strong client relationship through positive interactions and consulting with client personnel and client.
- Negotiate the purchase, financing, and monitoring of major assets.
- Multi-jurisdictional planning in accordance with SALT and International tax groups.
- Ensure staffing & coverage needs are met as needed.
- Identify and act as co-lead with Partner for client onboarding.
- Manage & mentor with team.
- Final review bonus payrolls to officers from loan out entities.
- Manage planning and execution of multiple engagement(s)/client(s).
- Recognize income, gift, estate tax issues that arise in conjunction with clients’ matters.
- Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
- Investment analysis & life planning.
- 9-14 years of experience in the business management or family office industry; or 6-9 years of experience in the business management and/or family office industry & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
- Prior wealth management & estate planning experience
- Active CPA, EA, CFP or PFS preferred but not required
- Technical Skills focused on quality
- Business acuity focused on the firm and our clients
- Leadership focused on talent
- Entrepreneurial innovation focused on advancing the firm and the profession
- Interpersonal Skills focused on the Team
- Advanced external communication skills and regularly client-facing
About the company
Company website•Professional Services
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.