Citrin Cooperman · 18 hours ago
Senior Accountant - Business Management & Family Office (49555)
Nashville, TN
Full-time
Hybrid
Senior Level
7+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. They are seeking a Senior Accountant to join their Business Management and Family Office practice, responsible for client relationships, business development, and financial analysis.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Generate and identify opportunities for new business. Be involved in practice development, networking, etc
Ensure overall responsiveness to client requests and sustain client relationships as a close associate to the Partner(s) and Director
Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc
Research and coordinate with other departments to mitigate risk and maximize tax planning process
Provide guidance on the client’s insurance plan (includes homeowners, personal liability, auto, etc.; business, if applicable, life, long term care, disability)
Plan and manage workloads for all levels of Account Managers
Facilitate client onboarding process with support from Director
Provide guidance on year-end payroll including bonus payrolls to officers from loan out entities
Develop working knowledge of retirement plans, gift and estate planning concepts
Be responsible for understanding the Client’s organization and structure, knowing the product/services and keeping abreast of Client news and changes
Begin to get involved with client billing, collections, profitability (realization)
Prepare loan applications
Preparation of more complex investment analysis reports and understand the underlying asset classes
Prepare budgets and analysis on regular basis
Provide year-end closing entries as needed
Review of General Ledger, Cash Flow, Trial Balance on a regular basis
Tracks residual, profit participant and fee income payments
Anticipate and address client concerns and escalating problems proactively and as they arise
Qualification
Required
7-11 years of experience in the business management or family office industry; or 3-5 years of experience in business management or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics)
Strong technical skills focused on quality
Business acuity focused on the firm and our clients
Leadership skills focused on talent
Entrepreneurial innovated mindset focused on advancing the firm and the profession
Strong interpersonal skills focused on the team
Prior experience with complex tax return preparation/review & advanced understanding of tax guidelines
Prior experience preparing & analyzing budgets & financial forecasts
Advanced internal communication skills
Preferred
Active CPA, EA, CFP and/or PFS a plus
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