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.
Responsibilities:
- 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.
To apply for this job please visit workforcenow.adp.com.
