Manager – Business Management, Family Office

Citrin Cooperman

Manager responsible for generating new business and managing client relationships within the Business Management and Family Office practice. Requires extensive experience and collaboration with team members.

Posted 6/30/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $90,000 - $200,000 per yearWebsite

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Generate and identify opportunities for new business
Maintain active communication with clients
Contribute to a strong client relationship
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
Identify and act as co-lead with Partner for client onboarding
Manage & mentor with team
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

Requirements

What you’ll need

9-14 years of experience in the business management or family office industry
6-9 years of experience in business management and/or family office & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
Prior wealth management & estate planning experience
Active CPA, EA, CFP or PFS preferred but not required

Benefits

Comp & perks

Competitive compensation
Professional development opportunities
Flexibility to manage personal and professional life

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client OnboardingNegotiationTax Issue RecognitionEngagement ManagementBonus Payroll Review

Soft Skills

CommunicationMentoringTeam Management

Certifications

CPAEACFPPFS