Manager - Business Management & Family Office

Manager - Business Management & Family Office (49991)

Location:

New York, NY

Employment type:

Full-time
Seniority level:
Mid-Senior level
Job function:
Business Development and Sales
Industries:
Professional Services

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. The firm continually seeks talented individuals who bring fresh perspectives, a problem‑solving mindset, and sharp technical expertise. Our collaborative, innovative team is ready to support your professional development and offers competitive compensation and benefits, with the flexibility to manage your personal and professional life.

• Generate and identify opportunities for new business; regularly involve in practice development, networking, and other market‑facing activities.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively. Contribute to strong client relationships through positive interactions and consulting with client personnel.
• Negotiate the purchase, financing, and monitoring of major assets.
• Plan multi‑jurisdictionally in accordance with SALT and International tax groups.
• Ensure staffing and coverage needs are met as required.
• Identify and act as co‑lead with the Partner for client onboarding.
• Manage and mentor the team.
• Finalize review of bonus payrolls to officers from loan‑out entities.
• Plan and execute multiple engagements/client(s).
• Recognize income, gift, and estate tax issues that arise with clients’ matters.
• Understand and manage firm risk on engagements and proposals within budgetary and time constraints.
• Conduct investment analysis and life pagkakataon planning.

• 9‑14 years of experience in the business management or family office industry, or 6‑9 years of experience in the business management and/or family office industry & a Bachelor’s Degree in Accounting, Business Administration, Economics, or a related field.
• Prior wealth management & estate planning experience.
• Active CPA, EA, CFP, or PFS preferred but not required.
• Strong technical skills focused on quality.
• Business acumen focused on the firm and our clients.
• Leadership focused on talent development.
• Entrepreneurial innovation focused on advancing the repo and the profession.
• Interpersonal skills focused on the team.
• Advanced external communication skills and a consistently client‑facing approach.

Referrals increase your chances of interviewing at Citrin Cooperman by 2x.

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