Business Management & Family Office Senior

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.


  • Supervise and review the preparation of the following:
  • Bank recs
  • Bill payment process
  • Depositing and coding of receipts
  • Payroll process and payroll entities
  • Credit card expense analysis
  • Client cash basis monthly financial statements and/or cash flow reports
  • Processing of medical claims
  • Maintain general ledgers for all client entities (“tax return ready books”); this includes making year-end adjusting accrual entries
  • Develops a system tailored to each client to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
  • Maintains accounts by verifying, allocating, and posting transactions
  • Provides daily service to clients, their assistants/family/attorneys/agents
  • Deals with asset acquisitions and dispositions, closings, and new account setups
  • Tracks residual and fee income payments
  • Prepares financial reports by collecting, analyzing, and summarizing account information and trends
  • Prepares 1099’s and tax reporting for the internal tax department
  • Preparation of central withholding agreements for tours
  • Understand concepts of the client’s insurance plan relating to home, vehicles, overall liability, etc.
  • Understands concepts of life, disability and long-term care insurance
  • Become familiar with all benefits (medical and retirement) offered by Medicare, Social Security, DGA, SAG, WGA and any other applicable retirement plan

To apply for this job please visit

Simple solutions for complex times.