Director - Business Management & Family Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! 

We are looking for a Director to join our Business Management and Family Office group within the Advisory Department. As a Director you will be responsible for:

Responsibilities:

• Have a track record of generating and identifying opportunities for new business. Track record of networking, thought leadership, conferences, etc.
• Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively.
• Contribute to a strong client relationship through positive interactions and consulting with client personnel and client. Seen as THE go to person by the client.
• 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 as needed.
• Identify and Act as co-lead with Partner for client onboarding. Act as Partner on certain accounts.
• Recognized role as a mentor and leader within the group.
• 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 that arise in conjunction with clients’ matters.
• Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
• Investment Analysis & Life Planning.

• 12-15 years of experience in BMFO or 9-12 years of experience in BMFO & Bachelor’s Degree (Accounting, Business Admin, Economics)
• Bonus Point Credentials: CPA; EA; CFP; PFS