Entry-Level Staff, Business Management & Family Office

Job Description

Entry Level Full Time 2027 Business Management & Family Office Staff | Citrin Cooperman

The Tone:
This is a hybrid, full-time role at Citrin Cooperman, located in one of our California office locations. Citrin Cooperman is an organization that fosters professional growth and collaboration, continuously seeking talented individuals who bring fresh perspectives and a problem-solving mindset. They build a team of collaborative professionals ready to support your professional development. This entry-level position is crucial for supporting the Business Management & Family Office practice by providing direct assistance to managers and seniors, ensuring efficient client operations.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – California Office Locations

• Mission: This role supports managers and seniors within the Business Management & Family Office practice to ensure smooth financial and administrative operations for entertainment, music, sports, and high net-worth clients.
• Tech Stack: QuickBooks, Agi link, Data faction, Microsoft Office Applications

What You’ll Actually Do
• Client Support: Assist managers and seniors with assigned client accounts within the entertainment, music, sports, and high net-worth sectors.
• Communication: Maintain clear and effective communication with clients and their team members.
• Financial Reporting: Produce accurate bank reconciliations and generate monthly cash basis financial or cash flow reports.
• Expense Management: Process client bills and analyze credit card expenses to ensure proper coding.
• Record Maintenance: Update performance registers and maintain accurate billing worksheets.

The Must-Haves
• Background: Bachelor’s degree, preferably in Business, with a focus on Accounting, Finance, or Business Management. This is an entry-level role.
• Experience: Proficient in Microsoft Office Applications.
• Skills: Outstanding written, verbal, and interpersonal communication skills; Strong ability to multi-task and adapt focus as needed; Demonstrated keen attention to detail.
• Bonus: Knowledge of QuickBooks, Agi link, or Data faction.