Overview
Family Office Accountant Jobs in Los Angeles, USA at Citrin-Cooperman-Advisors-LLC
Responsibilities:
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.
First level review of Loan Applications Move to Manager or next level available.
Review General Ledger & Trial Balance.
Finalize monthly client reporting & meeting packages with support from Account Manager.
Provide journal entries when necessary. These journals should be provided to the Assistant Account Managers for posting with a CC to Account Managers.
Provide guidance to Account Manager on Y/E payroll and planning as needed. Work with for support.
Prepare tax return packages with support from Account Manager.
Tax Return Preparation as needed including preparation of more complex personal, trust, and corporate tax returns.
Preparation of CWA’s if applicable or other international reporting.
Preparation of budgets, settlement reports, and analysis for further review. This item is specific to touring clients.
Initial preparation of basic investment analysis reports. Black Diamond should be utilized.
Setting up client books.
Bachelor’s degree in Accounting, Business Administration, or Economics with 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
Leadership skills focused on talent
Entrepreneurial innovative mindset focused on advancing the firm and the profession
Interpersonal skills focused on the team Understanding of tax guidelines including potential tax preparation
Prior experience preparing & analyzing financial statements
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Title: Family Office Accountant
Company: Citrin-Cooperman-Advisors-LLC
Location: Los Angeles, USA
Category:
