BMFO Manager (Music)

About the position

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! We are looking for a Business Management & Family Office Director to join our Advisory Department in our Woodland Hills, CA office. As a BMFO Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. NOTE: This is a hybrid position.

Responsibilities

• Financial reporting & wealth tracking investments, assets, liabilities, income & expenses
• Portfolio & investment accounting for high-net-worth individuals and their interests
• Tracking tax basis and unfunded capital commitments
• Review engagement deliverables & manage entire engagements/client relationships; pickup mistakes and issues; identify planning opportunities
• Review personal and/or business financial statements and supporting schedules
• Liaise with tax department engagement team for seamless cross department activities
• Vendor management, bill payment including review of bank and credit card reconciliations
• Special projects and other requests as needed
• Tour accounting, including budgeting
• Negotiation and settlement of Central Withholding Agreements with the IRS
• Experience working with music royalty contracts, administration and music catalog sales
• Develop relationships with clients, their vendors and other service providers, providing excellent customer service
• Engagement planning and scheduling for client engagements
• Ensuring team adheres to firm policies; identify areas for improvements to maximize efficiencies and minimize risk
• Manage and develop staff including training both technical and administrative

Requirements

• Financial statement reporting experience - balance sheet & income statement classification.
• Good knowledge and experience with investment/ portfolio accounting; marketable securities, private equity, private placements in hedge funds/private equity funds.
• Good knowledge and experience with tax reporting for individuals, partnerships, trusts, and estate/gift
• Ability to communicate with clients effectively and build relationships, Excellent verbal and writing skills
• Experience in public accounting with high-net-worth individuals or in a multi-family office is a plus
• Detail oriented; Ability to multi-task; Excellent organizational skills
• Above average skill set with respect to Excel, Word, and QuickBooks expected
• Experience with AgilLink and/or other Wealth Management tracking/reporting applications is a plus.
• Bachelor's degree in Accounting, Business Management, Finance, or Economics

Benefits

• Competitive Base Salary and annual performance-based bonuses
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
• Modern, high-tech work environment