Entry Level Full Time 2027 | Business Management & Family Office Staff (51871)
Citrin Cooperman · Nashville, TN · 2 days ago
Full-time
About the role
Entry-level staff position in the Business Management & Family Office (BMFO) practice, based in one of our California office locations. This is a hybrid position.
Responsibilities
- Support and assist Managers and Seniors on assigned entertainment, music, sports, and high net-worth clients
- Communicate effectively with clients and client team members
- Prepare bank reconciliations
- Prepare monthly cash basis financial reports and/or cash flow reports
- Pay client bills
- Perform credit card expense analysis for proper coding
- Update performance registers
- Resolve vendor issues
- Update billing worksheets
Qualifications
- Bachelor’s degree preferably in Business (Accounting, Finance, Business Management)
- Outstanding written, verbal, and interpersonal skills
- Ability to multi-task and shift focus as needed
- Strong attention to detail
- Knowledge of QuickBooks and/or Agi link, Data faction a plus
- Proficient in Microsoft Office Applications