We are looking for a Business Management & Family Office Senior to join our Advisory Department in our Los Angeles office. As a BMFO Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. 

NOTE: This is a hybrid position.

Responsibilities:

• Supervise and review the preparation of the following:
• Bank recs
• Bill payment process
• Depositing and coding of receipts
• Payroll process and payroll entities
• Credit card expense analysis
• Client cash basis monthly financial statements and/or cash flow reports
• Processing of medical claims
• Maintain general ledgers for all client entities (“tax return ready books”); this includes making year-end adjusting accrual entries
• Develops system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
• Maintains accounts by verifying, allocating, and posting transactions
• Provides daily service to clients, their assistants/family/attorneys/agents
• Deals with asset acquisitions and dispositions, closings and new account set ups
• Tracks residual and fee income payments
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends
• Prepares 1099’s and tax reporting for internal tax department
• Preparation of central withholding agreements for tours
• Understand concepts of client’s insurance plan relating to home, vehicles, overall liability, etc.
• Understands concepts of life, disability and long term care insurance
• Become familiar with all benefits (medical and retirement) offered by Medicare, Social Security, DGA, SAG, WGA and any other applicable retirement plan

Qualifications: 

• 3-5 years of related experience within a professional services organization in Accounting or Business Management
• Outstanding written, verbal and interpersonal skills
• Ability to multi-task and shift focus as needed
• Possess basic accounting knowledge
• Strong attention to detail
• Multi-tasker
• Knowledge of QuickBooks, Datafaction, or Xero
• Knowledge of Microsoft Excel and Word

What we offer:

• Competitive Base Salary 
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Fall Wind Down Fridays 
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

About Citrin CoopermanCitrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S. 

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. 

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law

For positions in California, the salary range is $85,000 -- $100,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.