Manager - Business Management & Family Office (51155)

Citrin Cooperman; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work-life balance

Professional development opportunities

Job summary

Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's Degree in relevant fields and preferred CPA or similar credentials. The role emphasizes communication, leadership, and entrepreneurial innovation, offering competitive compensation and flexibility for work-life balance.

Qualifications

• 9-14 years of experience in business management or family office industry.
• Prior wealth management and estate planning experience preferred.
• Active CPA, EA, CFP or PFS credentials preferred but not required.

Responsibilities

• Generate and identify opportunities for new business.
• Maintain active communication with clients to manage expectations.
• Negotiate the purchase and financing of major assets.
• Multi-jurisdictional planning in accordance with tax groups.
• Manage and mentor the team.

Skills

Business management

Wealth management

Estate planning

Leadership

Interpersonal skills

Entrepreneurial innovation

Communication skills

Education

Bachelor’s Degree in Accounting, Business Administration, Economics or related field

Job 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!

Responsibilities

• 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