Senior Accountant - Business Management & Family Office (52812)

Senior Accountant - Business Management & Family OfficeHybrid • Los Angeles, CA 90025; Woodland Hills, CA 91367OverviewSalary Range $70,000.00 - $125,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family OfficeDescriptionCitrin 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 Senior Accountant to join our Business Management and Family Office practice within the Advisory Department. As a Senior Accountant, you will be responsible for: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.Qualifications7-11 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 plusStrong technical skills focused on qualityBusiness acuity focused on the firm and our clientsLeadership skills focused on talentEntrepreneurial innovated mindset focused on advancing the firm and the professionStrong interpersonal skills focused on the teamPrior experience with complex tax return preparation/review & advanced understanding of tax guidelinesPrior experience preparing & analyzing budgets & financial forecastsAdvanced internal communication skills