Citrin Cooperman · 2 months ago
Accountant - Business Management & Family Office (49456)
Los Angeles, CA, USA
Full-time
Onsite
Mid, Senior Level
5+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. They are looking for an Accountant to join the Business Management & Family Office practice, responsible for managing client inquiries, coordinating with departments, and overseeing account management.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Respond to client inquiries & requests; work closely with Partner/Managing Director/Director to resolve issues
Coordinate with tax and royalty departments as needed
Manage & mentor Account Manager; provide supervision and oversight
First-level review of Loan Applications
Review General Ledger & Trial Balance
Finalize monthly client reporting & meeting packages with support from Account Manager
Provide journal entries when necessary
Provide guidance to Account Manager on Y/E payroll and planning as needed
Prepare tax return packages with support from Account Manager
Tax return preparation as needed including preparation of more complex personal, trust, and corporate tax returns
Preparation of CWA's if applicable or other international reporting
Preparation of budgets, settlement reports, and analysis for further review (touring clients only)
Initial preparation of basic investment analysis reports using Black Diamond
Set up client books
Qualification
Required
5-8 years of experience in the business management and/or family office industry; or 0-3 years of experience in the business management and/or family office industry & Bachelor's Degree (Accounting, Business Admin, Economics)
Active CPA or EA a plus
Strong technical skills focused on quality
Business acuity focused on the firm and our clients
Leadership skills focused on talent
Entrepreneurial innovative mindset focused on advancing the firm and the profession
Interpersonal skills focused on the team
Understanding of tax guidelines including potential tax preparation
Prior experience preparing & analyzing financial statements
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
H1B Sponsorship
Citrin Cooperman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
Company data provided by crunchbase