Senior Accountant – Business Management, Family Office

Citrin Cooperman

. Generate and identify opportunities for new business .

Posted 10/7/2026full-timeLos Angeles • California • United StatesSenior💰 $70,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business management and family office operations, with a strong focus on client relationship management, tax planning, and financial analysis. Proficient in preparing complex investment analysis reports and managing client onboarding processes.

Highest-signal resume keywords

Business Management ExperienceActive CPA, EA, CFP And/or PFSComplex Tax Return Preparation/ReviewBudget Preparation And Financial ForecastingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisTax PlanningBudget PreparationFinancial ForecastingGeneral Ledger ReviewCash Flow AnalysisTrial Balance ReviewYear-End Closing EntriesClient BillingLoan Application Preparation

Soft Skills

Interpersonal SkillsLeadership SkillsEntrepreneurial MindsetInnovative ThinkingResponsiveness

Certifications & Qualifications

CPAEACFPPFS

Industry Keywords

Family OfficeBusiness ManagementTax GuidelinesClient OnboardingAsset AcquisitionsClient LoansCooperative ApplicationsProfitability AnalysisRetirement PlansGift And Estate Planning

About the role

Key responsibilities & impact

Generate and identify opportunities for new business
Participate in practice development and networking
Ensure responsiveness to client requests and sustain client relationships with Partners and Directors
Serve as point person on asset acquisitions and dispositions, client loans, cooperative applications, and related matters
Research and coordinate with other departments to mitigate risk and maximize tax planning
Provide guidance on clients’ insurance plans
Plan and manage workloads for all levels of Account Managers
Facilitate client onboarding with support from the Director
Provide guidance on year-end payroll, including bonus payrolls to officers from loan-out entities
Develop working knowledge of retirement plans and gift and estate planning concepts
Understand client organizations, structures, products, services, news, and changes
Assist with client billing, collections, and profitability
Prepare loan applications
Prepare complex investment analysis reports and understand underlying asset classes
Prepare budgets and regular analyses
Provide year-end closing entries as needed
Review General Ledger, Cash Flow, and Trial Balance regularly
Track residual, profit participant, and fee income payments
Anticipate and proactively address client concerns and escalating problems

Requirements

What you’ll need

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 and a Bachelor’s Degree in Accounting, Business Administration, or Economics
Active CPA, EA, CFP and/or PFS a plus
Strong technical skills focused on quality
Business acuity focused on the firm and clients
Leadership skills focused on talent
Entrepreneurial, innovative mindset
Strong interpersonal skills
Prior experience with complex tax return preparation/review
Advanced understanding of tax guidelines
Prior experience preparing and analyzing budgets and financial forecasts
Advanced internal communication skills

Benefits

Comp & perks

Competitive compensation and benefits
Flexibility to manage your personal and professional life
Professional development support
Collaborative and innovative work environment