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Citrin Cooperman

Director – Film/TV, Business Management & Family Office

Citrin Cooperman

Director role in Business Management & Family Office practice at Citrin Cooperman. Generating new business opportunities and maintaining client relationships in a hybrid environment.

Posted 6/30/2026full-timeLos Angeles • California • 🇺🇸 United StatesLead💰 $120,000 - $240,000 per yearWebsite

Tech Stack

Tools & technologies
SaltStack

About the role

Key responsibilities & impact
  • 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.
  • 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; function 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.

Requirements

What you’ll need
  • 12-15 years of experience in the business management or family office industry
  • 9-12 years of experience in the business management or family office industry & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
  • Active CPA, EA, CFP or PFS preferred but not required
  • Technical skills focused on quality
  • Business acuity focused on the firm and our clients
  • Leadership skills focused on talent
  • Entrepreneurial innovation focused on advancing the firm and the profession
  • Interpersonal skills focused on the team

Benefits

Comp & perks
  • Competitive compensation and benefits
  • Flexibility to manage your personal and professional life

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Multi-Jurisdictional PlanningInvestment AnalysisTax Issue RecognitionEngagement ManagementFinancial Monitoring
Soft Skills
Interpersonal SkillsCommunication SkillsLeadership SkillsNetworking Skills
Certifications
CPAEACFPPFS