Business Management & Family Office Manager

Website Citrin Cooperman Advisors LLC

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices.


  • Financial reporting & wealth tracking investments, assets, liabilities, income & expenses
  • Portfolio & investment accounting for high-net-worth individuals and their interests
  • Tracking tax basis and unfunded capital commitments
  • Top review engagement deliverables & management of entire engagements/client relationships; pick up mistakes and issues; identify planning opportunities.
  • Liaise with the tax department engagement team for seamless cross-department activities.
  • Vendor management, bill payment, and check signing for clients; household payroll.
  • Insurance, retirement plan, and related services
  • Provide the highest-quality service to clientele while managing risk.
  • Recognize business issues and alternative solutions to resolve them.
  • Follow and lead by example all family office policies & procedures, best practices, and risk controls.
  • Identify inefficiencies and come up with solutions to mitigate them.
  • Engagement planning and scheduling for client engagements and the department.
  • Training of staff both technical and administrative
  • Business development and proposals for new client engagements.

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