Citrin Cooperman · 7 hours ago
Director - Business Management & Family Office (50178)
Los Angeles, CA
Full-time
Hybrid
Senior Level, Lead/Staff
9+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are looking for a Director to join our Business Management and Family Office practice within the Advisory Department, responsible for generating business opportunities, maintaining client relationships, and managing multiple engagements.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Generating and identifying opportunities for new business; track record of networking, thought leadership, conferences, etc
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; function as Partner on certain accounts
Recognized role as a mentor and leader within the group
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
12-15 years of experience in the business management or family office industry; or 9-12 years of experience in the business management or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics or related field)
Technical skills focused on quality
Business acuity focused on the firm and our clients
Leadership skills focused on talent
Entrepreneurial innovation focused on advancing the firm and the profession
Interpersonal skills focused on the team
Preferred
Active CPA, EA, CFP or PFS preferred but not required
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
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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