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Citrin Cooperman & Company, LLP
Family Office Accountant (49079)Citrin Cooperman & Company, LLP • Woodland Hills, CA, United States
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Family Office Accountant (49079)

Family Office Accountant (49079)

Citrin Cooperman & Company, LLP • Woodland Hills, CA, United States
30+ days ago
Salary
$60,000.00 yearly
Job type
  • Full-time
Job description

Family Office Accountant

Hybrid Woodland Hills, CA 91367

Overview

Salary Range $60,000.00 - $95,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office

Description

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 Move to Manager or next level available.
  • Review General Ledger & Trial Balance.
  • Finalize monthly client reporting & meeting packages with support from Account Manager.
  • Provide journal entries when necessary. These journals should be provided to the Assistant Account Managers for posting with a CC to Account Managers.
  • Provide guidance to Account Manager on Y/E payroll and planning as needed. Work with for support.
  • 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. This item is specific to touring clients.
  • Initial preparation of basic investment analysis reports. Black Diamond should be utilized.
  • Setting up client books.

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Economics with 03 years of BMFO experience, or 58 years of BMFO experience in lieu of a degree.
  • Active CPA or EA is 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
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Family Office Accountant (49079) • Woodland Hills, CA, United States

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