Citrin Cooperman
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Professional Services • Consulting • Financial Services • Cybersecurity
Performs audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, maintains client relationships, monitors auditing and regulatory developments, and participates in professional development. The role requires accounting knowledge, strong communication and organization, teamwork, analytical ability, and proficiency with Microsoft Office; Caseware or CaseView experience is a plus.
Professional Services • Consulting • Financial Services • Cybersecurity
Leads audit, review, and compilation engagements, including risk assessment, fieldwork, testing, documentation, budgeting, and partner communication. Manages, trains, and evaluates engagement teams while maintaining strong client relationships. Supports business development through proposals and networking, stays current on auditing regulations and industry trends, and contributes to professional development and process improvement.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead audit, review, and compilation engagements from planning through completion. Perform control, substantive, and analytical testing; apply U.S. GAAP and GAAS; manage timelines, budgets, and quality standards; supervise and mentor staff; maintain client relationships; and stay current with auditing regulations and practices.
Professional Services • Consulting • Financial Services • Cybersecurity
Manage commercial tax engagements including review of returns, projections, workpapers, tax research, client consulting and planning, issue resolution, and staff coaching/mentoring. Maintain client relationships and coordinate with partners for timely project delivery.
Professional Services • Consulting • Financial Services • Cybersecurity
Manage tax compliance and closings, review tax workpapers, respond to client tax inquiries, conduct intermediate tax research, develop budgets/pricing, assign workloads, supervise and train staff, assess performance, and maintain client relationships.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead commercial tax engagements including review of returns, tax projections, research, planning, and client advisory. Manage client relationships, oversee tax processes, develop new business, and coach staff while maintaining technical tax knowledge and using firm tax software.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead assurance workflow automation and innovation by designing data ingestion, validation, UI and automation solutions. Collaborate with audit teams and vendors to scale tooling, leverage GenAI/Agentic AI, and deliver actionable insights using Excel, VBA, Power BI, Power Automate, and Microsoft 365 apps.
Professional Services • Consulting • Financial Services • Cybersecurity
Performs audit, review, and compilation procedures, including controls testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. Requires strong accounting knowledge, organization, analytical ability, teamwork, communication, and Microsoft Office proficiency.
Professional Services • Consulting • Financial Services • Cybersecurity
Leads audit, review, and compilation engagements; oversees fieldwork, risk assessment, documentation, budgets, pricing, and client communication. Manages, mentors, and evaluates audit staff, coordinates with Partners, supports business development, and maintains current knowledge of auditing standards and regulatory developments.
Professional Services • Consulting • Financial Services • Cybersecurity
Prepare and review federal and state tax returns, extensions, and projections for corporations, partnerships, and individuals. Perform tax research, maintain client relationships, communicate engagement needs, mentor junior staff, and participate in business development. Ensure Managers/Directors/Partners are apprised of issues and deliver high-quality client service.
Professional Services • Consulting • Financial Services • Cybersecurity
Perform audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Support senior professionals, evaluate financial information, communicate with clients and colleagues, monitor auditing and regulatory developments, and participate in professional development. The role requires accounting knowledge, strong analytical and organizational skills, teamwork, client responsiveness, and proficiency with Microsoft Office. Knowledge of Caseware or CaseView is a plus.
Professional Services • Consulting • Financial Services • Cybersecurity
Leads audit, review, and compilation engagements, including risk assessment, fieldwork, testing, documentation, budgeting, and partner communication. Manages, trains, and evaluates engagement teams while maintaining client relationships and ensuring audit quality. Supports business development through proposals and networking, monitors regulatory developments, and contributes to professional development.
Professional Services • Consulting • Financial Services • Cybersecurity
Provides administrative and office operations support, including client data maintenance, onboarding, reception coverage, mail handling, shared mailbox management, inventory monitoring, meeting and event coordination, hoteling space management, and conference room setup. The role supports the Office Manager and Regional Office Director while maintaining welcoming office conditions and assisting with ad hoc projects.
Professional Services • Consulting • Financial Services • Cybersecurity
Conducts audit, review, and compilation procedures, including control testing, substantive testing, and analytical procedures. Leads audit engagements from planning through completion while managing timelines, budgets, and quality standards. Coordinates fieldwork, supervises and mentors staff, communicates with clients, applies U.S. GAAP and GAAS, monitors regulatory developments, and participates in professional development.
Professional Services • Consulting • Financial Services • Cybersecurity
Supervise audit, review, and compilation engagements from planning through completion. Conduct risk assessments, control testing, substantive testing, and analytical procedures; manage timelines, budgets, and quality standards. Mentor audit staff, maintain strong client relationships, support business development, and stay current on auditing regulations and industry developments.
Professional Services • Consulting • Financial Services • Cybersecurity
Supervise private client tax services, including preparation and review of federal and state returns, extensions, projections, trust returns, and affiliated entity filings. Provide year-round tax planning, consulting, compliance, research, and client communication for high-net-worth individuals. Mentor junior staff, manage deadlines, support business development, and apply federal and state tax knowledge across individual, trust, gift, and partnership taxation.
Professional Services • Consulting • Financial Services • Cybersecurity
Performs audit, review, and compilation procedures, including controls testing, substantive testing, and analytical procedures. Supports senior professionals, evaluates financial information accuracy, communicates with clients and colleagues, monitors auditing and regulatory developments, and participates in professional development. The role requires accounting knowledge, strong analytical and organizational abilities, teamwork, client responsiveness, and proficiency with Microsoft Office. Caseware or CaseView knowledge is advantageous.
Professional Services • Consulting • Financial Services • Cybersecurity
Supports outsourced accounting engagements by preparing workpapers, financial statement deliverables, account reconciliations, cash postings, internal audits, and periodic reports. Reviews financial statements, resolves engagement issues, gathers client information, and recommends process improvements. The role requires client interaction, multitasking across engagements, deadline management, and ongoing professional development.
Professional Services • Consulting • Financial Services • Cybersecurity
Provide front-desk reception and general office operations support, manage mail and vendor deliveries, assist Office Manager with meeting logistics and events, maintain client data in practice management systems, monitor shared mailboxes, support new client onboarding, and complete ad-hoc administrative projects.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead and execute audit, review, and compilation engagements including testing controls and substantive procedures. Manage planning, fieldwork, wrap-up, timelines and budgets. Mentor and supervise staff, communicate with clients, and ensure GAAP/GAAS compliance. Maintain technical knowledge and participate in professional development.



