Citrin Cooperman · 2 weeks ago
Manager - Business Management & Family Office (49991)
New York, NY
Full-time
Onsite
Senior Level
6+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are looking for a Manager to join our Business Management and Family Office practice within the Advisory Department, responsible for generating business opportunities, maintaining client relationships, and managing engagement execution.
AccountingAdviceFinanceManagement Consulting
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
Qualification
Required
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
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
Preferred
Active CPA, EA, CFP or PFS preferred but not required
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
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
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