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CITRIN COOPERMAN ADVISORS LLC

Entry Level Full Time 2026 | Finance and Accounting Consultant

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$103,472 / year median in New Jersey

+1% projected growth

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Job Description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Business Process Outsourcing Staff to join our Advisory Department. As a Staff you will be responsible for:
Responsibilities:
Work one-on-one with Senior to complete engagement tasks in timely manner Acquire a working knowledge of the client's business Prepare workpapers and complete specified deliverables assigned to you Prepare financial statements, when required Review balance sheet accounts and prepare reconciliations Perform daily posting of cash transactions and ensure cash reconciliations are timely Perform periodic internal audits on specific activity to ensure compliance with internal controls Interact with multiple different team members or multiple different clients Bachelor's degree in accounting is required. Advanced computer skills and proficient knowledge of Microsoft Office programs with an emphasis on Excel Dedicated to superior client service Excellent time management, interpersonal, verbal and written skills Possess an ability to multitask and complete engagements within time constraints and deadlines Highly motivated, self-starter and dependable Supervise several engagements simultaneously Possess an ability to multitask and complete engagements within time constraints and deadlines Highly motivated self-starter and dependable