Accountant - Business Management & Family Office (50808)
$60k - $95kCitrin Cooperman & Company, LLP
Accountant - Business Management & Family Office
Hybrid • New York, NY 10020; Los Angeles, CA 90025
Overview
Salary Range $60,000.00 - $95,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office
Description
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.
Qualifications
- 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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Accountant - Business Management & Family Office (50808) in New York, NY vacancy
- ...benefits and most importantly, the flexibility to manage your personal and professional life to focus on what... ...most to you! We are looking for an Accountant to join the Business Management & Family Office practice in our Advisory Department. As an Accountant...Work at office
Citrin Cooperman Advisors LLC
New York, NY15 hours ago - ...importantly, the flexibility to manage your personal and professional... ...We are looking for an Account Manager to join our Advisory... ...to clients, their assistants/family/attorneys/agents Deals with... ...Manages client's payroll for their office and household employees Tracks...Work at officeShift work
Citrin Cooperman Advisors LLC
New York, NY4 days ago $100k
...$100,000 Job Overview - Senior Accountant (Family Office Services): Take on a pivotal role... ...Accountant (Family Office Services) (Hybrid), managing financial operations, bill payment,... ...will be contacted within 2 business days of application. If an applicant...Work at officePermanent employmentMonday to FridayAtlantic Group
New York, NY15 hours ago- ...most importantly, the flexibility to manage your personal and professional life... ...Senior Royalty Analyst to join our Business Management and Family Office. This role is responsible for overseeing... ...reports. Liaise with internal account managers and staff, as well as...Work at office
Citrin Cooperman Advisors LLC
New York, NY15 hours ago - ...most importantly, the flexibility to manage your personal and professional life... ...for a Manager to join our Business Management and Family Office practice within the Advisory Department... ...office industry & Bachelor’s Degree (Accounting, Business Administration, Economics...Work at office
Citrin Cooperman Advisors LLC
New York, NY4 days ago - A reputable family office in Manhattan is seeking an experienced Accounts Payable Specialist / Staff Accountant to join its collaborative finance team. This hybrid... ...role involves reviewing and processing invoices, managing accounts payable, and assisting with financial...Work at office
- Tiger Search Group is searching for a Family Office Accountant in New York City. This role involves providing financial support to high-net-worth clients, ensuring accuracy in financial reporting, and maintaining financial records. The ideal candidate has a bachelor's...Work at office
- Accountant - Family Office / Investment Management Single Family Office is seeking a detail-oriented Accountant to support accounting, tax, and reporting functions across a multi-entity environment. This is a highly execution-focused role with exposure to investment activity...Work at officeLocal area
- ...benefits and most importantly, the flexibility to manage your personal and professional life to focus on... ...matters most to you! We are looking for an Account Manager to join our Business Management & Family Office practice within our Advisory Department. As an...Work at office
Citrin Cooperman Advisors LLC
New York, NY4 days ago - Andsimple is seeking a Family Office Staff Accountant to directly support the Family Office Accounting team in New York City. This role involves managing the accounting and financial reporting for high-net-worth families, with responsibilities such as preparing financial...Work at office
$80.75k - $95k
...Advisors has been helping families amplify and simplify their... ...financial planning, investment management, business management, tax, estate,... ...Enrolled Agents, CPAs, and accountants across the nation. We work... ...position may be in a professional office environment or a dedicated...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
New York, NY1 day ago$100k - $130k
Our client, a family office in NYC, is seeking a Senior Accountant to assist with their investments across the US. Responsibilities: ~Manage entity close processes, including workpaper preparation and coordination with external accountants ~Prepare monthly management...Work at officeFull time$95k - $110k
...to succeed. We empower small business owners to focus on being creators... ...offering a range of business management tools including booking and... ...in one. About the Role As an Accountant at GlossGenius, you will play... .... We default to being in‑office 3-4 days per week with required...Work at officeHome officeFlexible hours3 days per week$140k - $200k
Join to apply for the Tax Accountant role at PDT Partners PDT Partners, a quantitative investment manager, seeks an analytical and detail-oriented Tax Accountant to join our Family Office team. This is a great opportunity to hone existing accounting, analysis, and reporting...Work at officeLocal area3 days per week- ...BMFO Accountant Citrin Cooperman offers a dynamic work environment, fostering... ...importantly, the flexibility to manage your personal and professional life... ...looking for an Accountant to join our Business Management and Family Office group within the Advisory...Work at officeTemporary work
Citrin Cooperman Advisors LLC
New York, NY4 days ago $140k - $175k
...Feldman is seeking an Internal Tax Manager to join our team of dedicated... ...potentially working in-office for 3+ days per week. This position... ...") is a leading full-service business management firm for an... ...performing arts, as well as multi-family office services for ultra-...Work at officeWork experience placementLocal area3 days per weekFocus Financial Partners Inc.
New York, NY4 days ago- Marina Sirras & Associates LLC is seeking a mid-level associate to join its Private Client & Family Office practice in New York. This role focuses on advising ultra-high-net-worth individuals and families on complex domestic and international tax and estate planning matters...Work at officePrivate practice
$80.75k - $95k
...Advisors has been helping families amplify and simplify their... ...financial planning, investment management, business management, tax, estate,... ...Enrolled Agents, CPAs, and accountants across the nation. We work... ...position may be in a professional office environment or a dedicated...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
New York, NY10 days ago$65k - $85k
...Job Title: Staff Accountant Department: Business Office FLSA Status: Non-Exempt The Allen-Stevenson... ...purchases, and programs) Manage the A/R aging report, proactively... ...supporting a positive experience for families, staff, and leadership. Support...Work at officeFull timeLocal areaImmediate startThe Allen-Stevenson School
New York, NY1 day ago$100k - $130k
...Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and... ...business management, family office, and retirement plan advisory... ...Actively service client accounts by performing and/or coordinating...Work at officeFlexible hoursNational Financial Partners
New York, NY3 days ago$70k - $95k
...Advisors has been helping families amplify and simplify their... ...financial planning, investment management, business management, tax, estate,... ...Enrolled Agents, CPAs, and accountants across the nation. We work... ...position may be in a professional office environment or a dedicated...Work at officeFull timeTemporary workLocal areaHome officeMonday to FridayFlexible hours$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships... ...experience. Candidates should demonstrate strong skills in business development, client management, and investment knowledge...Work at office$55k - $60k
...well as young adults and families, many of whom identify... ...by skilled case managers, licensed mental health... ...Position The Finance Accountant for Receivables will have... ...from the Finance office. Record the individual... ...to complete related business projects or meet deliverables...Work at officePermanent employmentLocal areaRemote workWeekend workWeekday workThe Jericho Project
New York, NY15 hours ago- Position: Junior Accountant Location: Midtown, NYC (In-Office) Salary: 70k - 85k+ Growing Commercial Real Estate and Family Office seek a Junior Accountant to join their Team! Responsibilities... ...tenant communication and document management Help maintain lease files,...Work at officeFor contractors
Addition Management
New York, NY1 day ago - ...We are a full-service business operations firm specializing in accounting, finance, and consulting... ...support our clients in managing essential business operations... ...~ Hybrid: 3 days in-office (home address commutable... ...Match ~ Paid Parental/Family Leave ~ Commuter Benefits...Work at officeRemote work
Black Ink Business Services, LLC
New York, NY15 hours ago $95k
...Sr Property Accountant paying up to $95k! About the Company... ...real estate investment and management firm operating as the investment... ...acquisition arm of a well-established family office. The portfolio includes over... ...multiple areas of the business, and play a meaningful role...Work at officeHays Recruitment
New York, NY1 day ago- ...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 Senior Accountant to join our Business Management and Family Office group within the Advisory Department. As a Senior...Work at office
Citrin Cooperman Advisors LLC
New York, NY4 days ago $40 - $45 per hour
...industry, is seeking a Staff Accountant to join their team. As a Staff... ...0-45/hr What's the Job? Manage financial records and ensure... ...professional growth. Work in the office on Tuesdays and Thursdays,... ...and skills. Our expert family of brands - Manpower, Experis...Work at officeManpower Group Inc.
New York, NY5 days ago- ...We're hiring a Senior Accountant to help scale our accounting... ...and flux analysis Manage assigned operational... ..., forecasts, and business drivers Improve and... ...environment: Union Square office designed for ambitious... ...via Vision Care Family Support Generous parental...Work at office
Legora
New York, NY4 days ago - ...Lake Mary, Florida (4days in office expectation). In this role... ...following ways: Conduct accounting services on behalf of... ...members. May have people management responsibilities in some geographies... ...that can support you and your family through moments that matter....Work at officeWork experience placementWorldwideFlexible hours
BNY Mellon
New York, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Accountant - Business Management & Family Office (50808). Be the first to apply!
Related searches
- staff accountant real estate New York, NY
- junior property accountant New York, NY
- consolidation accountant New York, NY
- property accountant New York, NY
- project accountant New York, NY
- corporate accountant New York, NY
- lease accountant New York, NY
- contract accountant New York, NY
- regional accountant New York, NY
- entry level staff accountant New York, NY