Manager - Business Management & Family Office (51155)

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 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.
  
  

Qualifications

• 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