Family Office Account Manager (50314)

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!

Responsibilities

We are looking for an Account Manager to join our Advisory Department. As an Account Manager, you will be responsible for:

• Responsible for understanding the Client’s organization and structure, knowing the product/services and keeping abreast of Client news and changes
• Maintains and updates Client’s records
• 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
• Maintains Data faction ledgers for client entities
• Prepares credit card allocations and reconciliations
• Processes bill payments (check, electronic), bank deposits, wire transfers, invoicing
• Provides daily service to clients, their assistants/family/attorneys/agents
• Deals with asset acquisitions and dispositions, closings and new account set ups
• Manages client’s payroll for their office and household employees
• Tracks residual and fee income payments
• Maintains historical records by filing documents
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends
• Processes medical claims and necessary follow up
• Responsible for ad hoc requests internal or external
• Prepares 1099’s and tax reporting for internal tax department
  
  

Qualifications

• 5 years of related experience within a professional services organization
• 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 Datafaction, Microsoft Excel and Word
• Knowledge of Medicaid, DGA, SAG and WGA benefits