Manager – Business Management, Family Office

Job not on LinkedIn

🕒 June 30

🏢🏡 New York City – Hybrid

💵 $90k - $200k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 11%

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Logo of Citrin Cooperman

Citrin Cooperman

WebsiteLinkedIn

1001 - 5000 employees

Founded 1979

💼 Consulting

🏥 Healthcare

🏭 Manufacturing

Consulting • Healthcare • Manufacturing

Citrin Cooperman is an independent, full-service professional services firm that provides accounting, audit, tax, advisory, and consulting services to businesses and high‑net‑worth individuals. The firm offers outsourced finance and accounting, transaction advisory, valuation and forensic services, risk and cybersecurity advisory, and technology platform integrations across a wide range of industries. With a focus on client-centric, industry-specific solutions (including healthcare, manufacturing, real estate, restaurants, private equity, and professional services), Citrin Cooperman supports both private companies and family offices and operates as part of a broader international network for expanded reach.

📋 Description

• Generate and identify opportunities for new business • Maintain active communication with clients • Contribute to a strong client relationship • Negotiate the purchase, financing, and monitoring of major assets • Multi-jurisdictional planning in accordance with SALT and International tax groups • Ensure staffing & coverage needs are met • Identify and act as co-lead with Partner for client onboarding • Manage & mentor with team • Final review bonus payrolls to officers from loan out entities • Manage planning and execution of multiple engagement(s)/client(s) • Recognize income, gift, estate tax issues

🎯 Requirements

• 9-14 years of experience in the business management or family office industry • 6-9 years of experience in business management and/or family office & Bachelor’s Degree (Accounting, Business Administration, Economics or related field) • Prior wealth management & estate planning experience • Active CPA, EA, CFP or PFS preferred but not required

🏖️ Benefits

• Competitive compensation • Professional development opportunities • Flexibility to manage personal and professional life

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