Family Office Accountant

Citrin Cooperman

Family Office Accountant handling client inquiries and coordinating with tax departments. Supervision of Account Managers and tax return preparation in a hybrid setting.

Posted 6/30/2026full-timeWoodland Hills • California • 🇺🇸 United StatesSeniorLead💰 $60,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Respond to client inquiries & requests
Work closely with Partner/Managing Director/Director to resolve issues
Coordinate with Tax and Royalty Departments as needed
Manage & Mentor Account Manager
Provide supervision and oversight
Review General Ledger & Trial Balance
Finalize monthly client reporting & meeting packages
Prepare tax return packages and tax return preparation as needed

Requirements

What you’ll need

Bachelor’s degree in Accounting, Business Administration, or Economics
0–3 years of BMFO experience, or 5–8 years of BMFO experience in lieu of a degree
Active CPA or EA is a plus
Strong technical skills focused on quality
Business acuity focused on the firm and our clients
Understanding of tax guidelines including potential tax preparation
Prior experience preparing & analyzing financial statements

Benefits

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

General Ledger ReviewTrial Balance AnalysisMonthly ReportingTax Guidelines UnderstandingFinancial Analysis

Soft Skills

Client CommunicationProblem SolvingMentoring

Certifications

CPAEA