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!
Citrin Cooperman is seeking an experienced Director to join its Tax Practice to lead complex partnership tax and advisory engagements for middle-market and closely held businesses. This individual will serve as a technical leader, client advisor, and engagement executive responsible for delivering high-quality tax compliance, consulting, and strategic advisory services.
The ideal candidate will possess advanced expertise in partnership taxation and experience advising clients on complex ownership structures, business transactions, compensation arrangements, and organizational planning initiatives. In addition to providing technical leadership, the Director will play a key role in client relationship management, staff development, practice growth, and business development activities.
This position offers significant opportunities to work with sophisticated business structures, family-owned businesses, private equity-backed organizations, and other complex pass-through entities.
Primary Responsibilities
Real Estate Tax Leadership
- Lead and oversee complex real estate partnership tax engagements.
- Review partnership tax returns, workpapers, and related tax filings.
- Review and consult on individual and trust income tax returns.
- Provide technical leadership on:
- IRC Section 704 allocations
- Partner capital account maintenance
- Multi-tier partnership structures
- Partnership merger and restructuring transactions, including 1031 exchanges.
- Section 754 elections and basis adjustments
- Ownership changes and equity transactions
- Partnership tax planning strategies
- Serve as a technical resource to engagement teams and clients on complex partnership tax matters.
Tax Advisory and Consulting Services
- Advise clients on complex tax and business planning matters.
- Assist with:
- Equity and ownership structure modeling
- Business restructuring initiatives
- Organizational and entity planning
- Tax planning for family members
- Tax-efficient operating structures
- Succession planning discussions
- Transaction-related tax planning
- Financial and operational consulting engagements
- Collaborate with clients and firm leadership to develop practical solutions to business and tax challenges.
Client Relationship Management
- Serve as a trusted advisor for key client relationships.
- Participate in client planning meetings and strategic discussions.
- Identify opportunities to expand services and deepen client relationships.
- Deliver proactive client service and strategic guidance.
- Manage engagement profitability, budgeting, timelines, and staffing.
Business Development
- Participate in proposal preparation and prospect meetings.
- Assist partners in pursuing new client opportunities.
- Build relationships with referral sources and centers of influence.
- Support practice growth initiatives.
- Identify opportunities for cross-selling additional service offerings.
Team Leadership and Development
- Mentor and develop managers, seniors, and staff.
- Review technical work and provide coaching.
- Participate in recruiting and talent development activities.
- Assist in developing training materials and technical resources.
- Promote collaboration across service lines and offices
Required Qualifications
- CPA required.
- Bachelor's degree in Accounting or related field.
- 10+ years of public accounting experience.
- Significant experience in partnership taxation.
- Demonstrated expertise with:
- IRC Section 704 allocations
- Complex partnership structures
- Pass-through entity taxation
- Individual taxation
- Partnership tax planning and consulting
- Multi-state tax considerations
- Strong client management and leadership skills.
- Excellent written and verbal communication abilities.
- Experience supervising and developing professional staff.
Preferred Qualifications
- CPA license required.
- Bachelor's degree in Accounting, Taxation, or related field.
- Experience serving private equity-backed businesses.
- Experience with multi-entity organizational structures.
- Experience with complex ownership and capital structures.
- Exposure to compensation consulting, ownership modeling, or organizational planning engagements.
- Demonstrated business development experience.
- Experience managing large, multi-disciplinary engagements.
Skills Required
- CPA certification
- Bachelor's degree in Accounting or a related field
- 10+ years of public accounting experience
- Significant experience in partnership taxation
- Expertise in IRC Section 704 allocations
- Experience with complex partnership structures
- Experience with pass-through entity taxation
- Experience with individual taxation
- Experience with partnership tax planning and consulting
- Experience with multi-state tax considerations
- Strong client management and leadership skills
- Excellent written and verbal communication skills
- Experience supervising and developing professional staff
- Experience serving private equity-backed businesses
- Experience with multi-entity organizational structures
- Experience with complex ownership and capital structures
- Exposure to compensation consulting, ownership modeling, or organizational planning engagements
- Business development experience
- Experience managing large, multidisciplinary engagements
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.
