Music BMFO Manager — Hybrid, Client-Focused Wealth

Citrin Cooperman; New York (NY); Ibrido; USD 150.000 - 230.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Professional Development

Hybrid/Remote work options

Descrizione del lavoro

Citrin Cooperman is seeking a Business Management & Family Office Director to join our Advisory Department in hybrid mode. You will lead engagements, review statements, and develop client relationships for high-net-worth individuals and families, ensuring accurate reporting and coordinated cross-department work.

The role requires strong expertise in accounting, investments, tax reporting, and staff development within a growing, client-focused firm.

Competenze

• Financial statement reporting experience including balance sheet and income statement classification.
• Investment/portfolio accounting experience with marketable securities, private equity, and hedge funds.
• Tax reporting knowledge for individuals, partnerships, trusts, and estate/gift.
• Strong communication skills with clients; excellent verbal and written abilities.

Mansioni

• Manage financial reporting and wealth tracking for high-net-worth clients.
• Oversee portfolio and investment accounting and tax basis tracking.
• Coordinate with tax department for cross-department collaboration; manage client relationships.

Conoscenze

Financial reporting

Investment accounting

Client relations

Tax reporting

Formazione

Bachelor's degree in Accounting, Business Management, Finance, or Economics

Strumenti

Excel

Word

QuickBooks

AgilLink

Descrizione del lavoro

Citrin Cooperman is seeking a Business Management & Family Office Director to join our Advisory Department in hybrid mode. You will lead engagements, review statements, and develop client relationships for high-net-worth individuals and families, ensuring accurate reporting and coordinated cross-department work.

The role requires strong expertise in accounting, investments, tax reporting, and staff development within a growing, client-focused firm.