Senior Accountant – Advisory (Family Office) | Flexible Work

Citrin Cooperman; Los Angeles (CA); Sur place; USD 110 000 - 140 000; Plein temps

Résumé du poste

Citrin Cooperman in Los Angeles is seeking a Senior Accountant to join our Advisory Department's Business Management and Family Office practice. You will be responsible for managing client relationships, identifying new business opportunities, and coordinating complex accounting tasks across multiple areas.

The role emphasizes budgeting, tax planning, payroll guidance, and leadership of Account Managers, with a focus on delivering high‑quality service to our affluent client base.

Qualifications

• 7–11 years in business management or family office, or 3–5 years with a Bachelor’s in related fields.
• Active CPA, EA, CFP or PFS is a plus.
• Strong technical skills and business acumen.

Responsabilités

• Generate and identify opportunities for new business and practice development.
• Ensure responsiveness to client requests and sustain client relationships.
• Lead asset acquisitions, client loans, and cooperative applications.
• Coordinate tax planning and cross‑department collaboration to mitigate risk.
• Advise on year‑end payroll and retirement plan concepts.
• Oversee budgets, financial forecasts, and complex investment analyses.

Connaissances

Technical accounting skills

Leadership ability

Client relationship management

Budgeting and financial analysis

Formation

Bachelor’s Degree (Accounting, Business Administration, Economics)

CPA / EA / CFP / PFS credentials

Description du poste

Citrin Cooperman in Los Angeles is seeking a Senior Accountant to join our Advisory Department's Business Management and Family Office practice. You will be responsible for managing client relationships, identifying new business opportunities, and coordinating complex accounting tasks across multiple areas.

The role emphasizes budgeting, tax planning, payroll guidance, and leadership of Account Managers, with a focus on delivering high‑quality service to our affluent client base.