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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

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in business management and family office operations, with a strong focus on client relationship management, multi-jurisdictional tax planning, and investment analysis. Proven leadership in mentoring teams and managing complex engagements while ensuring client satisfaction and firm risk management.

Highest-signal resume keywords
Business Management ExperienceClient Relationship ManagementMulti-Jurisdictional Tax PlanningLeadership and MentoringInvestment Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Multi-Jurisdictional PlanningInvestment AnalysisTax Issue RecognitionEngagement ManagementFinancial Monitoring
Soft Skills
Interpersonal SkillsCommunication SkillsLeadership SkillsNetworking Skills
Certifications & Qualifications
CPAEACFPPFS
Industry Keywords
Family OfficeSALTBusiness AcuityClient OnboardingThought Leadership

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