Entry Level | Business Management & Family Office Staff

Entry Level Full Time 2027 | Business Management & Family Office Staff

Salary Range $59,000.00 - $72,000.00 Salary/year Position Type Full Time / Entry Level Category Advisory - Business Mgmt & 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 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 an entry-level staff to join our Business Management & Family Office (BMFO) practice in one of our California office locations. As an entry level staff, you will be responsible for following, but not limited to:

NOTE:
This is a hybrid position.

Responsibilities:

• Support and assist the Managers and Seniors on assigned entertainment, music, sports, and high net-worth clients.
• Communicate effectively with clients and client team members.
• Prepare Bank reconciliations.
• Prepare monthly cash basis financial reports and/or cash flow reports.
• Pay client bills.
• Credit Card expense analysis for proper coding.
• Update performance registers.
• Resolve vendor issues.
• Update billing worksheets.

• Bachelor's degree preferably in Business (Accounting, Finance, Business Management)
• Outstanding written, verbal and interpersonal skills
• Ability to multi-task and shift focus as needed.
• Strong attention to detail
• Multi-tasker
• Knowledge of Quick Books and/or Agi link, Data faction a plus
• Proficient in Microsoft Office Applications