Teams at Citrin Cooperman

Conducts audit, review, and compilation engagements, including controls testing, substantive testing, and analytical procedures. Leads engagements from planning through completion while managing timelines, budgets, and quality standards. Supervises and mentors staff, maintains client relationships, applies U.S. GAAP and GAAS, monitors regulatory developments, and contributes to professional development.

Deliver client-facing data analytics, visualization, engineering, and governance projects. Translate business challenges into dashboards, reports, and data models; implement scalable solutions using BI and cloud tools; support AI readiness, technical pre-sales, proposals, mentoring, and data strategy initiatives across industries.

Manages commercial tax engagements, including reviewing federal and state tax returns, extensions, and projections for corporate, partnership, and individual clients. Performs tax research, resolves issues, manages client relationships, communicates engagement needs, and escalates concerns. The role also mentors junior staff, supports professional development, participates in business development, and contributes to firm networking initiatives.