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 at the 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 Director, Cluster Leader, Unified Client Portal to join the Development team within the Information Technology (IT) department. They will lead and execute the cross functional workstream for Unified Client Portal. They will own the project management of the workstream implementation, product itself, and prioritization of capabilities.
Responsibilities are, but not limited to:
- Regularly delivering features in an agile way, delivering against the strategic priorities and business outcomes of the workstream.
- Create a culture of continuous improvement championing the use of automation, metrics, and AI to create efficiency and enhance business intelligence.
- Understand the service line business processes and solutions for the workstream.
- Manage partner expectations and competing requests for the shared product.
- Partner with the Service Lines’ Functional Product Owners to implement a solution that delivers the planned ROI for the firm.
- Partner with the Technical Product Owner to ensure technology solution meets functional requirements.
- Own strategic direction of the product.
- Manage escalations and blockers ensuring alignment of solutions with corporate priorities.
- Ensure compliance with regulatory, risk, security, and financial standards.
- Manage vendor relationships ensuring top talent is allocated to the firm, timelines and quality of deliverables is met.
- Ability to operate at multiple levels as the situation requires (e.g. hands on problem solving, strategic, etc.).
The ideal candidate must:
- Have a bachelor’s degree.
- Have at least 8 years of experience managing multi-business stakeholder projects.
- Have at least 5 years of experience owning and implementing a product.
- Possess exceptional communication, negotiation, and interpersonal skills to collaborate across departments and levels.
- Be highly inquisitive and proactive partner to business and IT stakeholders
- Have PE experience (preferred).
- Communicate a compelling vision and practical execution plan.
- Have demonstrated success in execution, from strategy creation to post implementation operations.
- Have experience in complex, matrixed environments.
- Possess strong financial skills – experience quantifying ROI, establishing and managing budgets, evaluating investment cases.
- Possess excellent organizational and problem-solving skills and the ability to work effectively under pressure.
- Be a results-oriented leader, comfortable navigating ambiguity, and heavily adaptable to the evolving business landscape.
Skills Required
- Bachelor's degree
- At least 8 years managing multi-business stakeholder projects
- At least 5 years owning and implementing a product
- Exceptional communication, negotiation, and interpersonal skills
- Highly inquisitive and proactive partner to business and IT stakeholders
- PE experience
- Ability to communicate a compelling vision and practical execution plan
- Demonstrated success in execution from strategy creation to post-implementation operations
- Experience in complex, matrixed environments
- Strong financial skills: quantifying ROI, managing budgets, evaluating investment cases
- Excellent organizational and problem-solving skills; ability to work effectively under pressure
- Results-oriented leadership and adaptability in ambiguous environments
Citrin Cooperman Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citrin Cooperman and has not been reviewed or approved by Citrin Cooperman.
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Fair & Transparent Compensation — Base pay is considered competitive for public accounting and aligned to major metro markets. Market-consistent salaries help compensation feel fair even amid demanding workloads.
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Leave & Time Off Breadth — PTO is highlighted as generous, with paid holidays and even a staff sabbatical program. These policies provide meaningful time away that helps counterbalance peak-season intensity.
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Parental & Family Support — Paid parental leave is explicitly offered and viewed positively. This support strengthens the overall package for employees prioritizing family needs.
Citrin Cooperman Insights
What We Do
Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.
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