What are the responsibilities and job description for the BMFO Director position at Citrin Cooperman Advisors LLC?
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.
Qualifications:
- 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
About Citrin Cooperman:
Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
