BMFO AccountantWe are looking for an Accountant to join our Business Management and Family Office group within the Advisory Department. As an Accountant you will be responsible for:
Responsibilities:- Respond to client inquires & requests. Work closely with Partner/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,
- 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.
Qualifications: - 5-8 years of experience in BMFO or 0-3 years of experience in BMFO & Bachelor's Degree
- (Accounting, Business Admin, Economics)
- Bonus Point Credentials: CPA; EA
About Citrin Cooperman: 
