Wealth Management Client Service Associate

About citrincooperman

citrincooperman.com

Citrin Cooperman is one of the nation’s largest professional services firms, offering accounting, audit, tax, wealth management, and business advisory services to companies and high‑net‑worth individuals. The firm provides industry‑specialized solutions across areas such as financial services, healthcare, real estate, construction, digital assets, and cannabis, along with M&A, transaction advisory, private equity support, and risk/compliance services. With a national footprint and multidisciplinary teams, Citrin Cooperman combines technical expertise and industry experience to deliver strategic, operational, and financial guidance tailored to clients’ short‑ and long‑term goals. Clients rely on the firm for hands‑on, integrated solutions that align accounting, tax, and business strategy.