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 seeking a Private Client Services (PCS) Director in the Tax Department. As a Director in PCS, you will be responsible for:
- Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.
- Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
- Responsible for being the direct contact to client and manage all aspects of client accounts
- Provide effective consulting, planning and compliance for your clients
- Research and document tax issues and identify planning opportunities
- Review accuracy of tax returns and minimize tax liability for your clients
- Work to expand client base and supports business development activities
- Ensure timeliness and completeness of projects
- Mentor, train and supervise staff
Qualifications
- Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred
- 10+ years of public accounting experience, including 5+ years of supervisory experience
- Knowledge of hedge fund and private equity K1s
- Excellent written and verbal communication skills
- Outstanding analytical, organizational and project management skills
- Highly motivated to succeed and be part of a high-performing team
- Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Skills Required
- Bachelor's degree in Accounting
- Master's degree in Taxation
- CPA certification
- 10+ years of public accounting experience
- 5+ years of supervisory experience
- Knowledge of hedge fund and private equity K-1s
- Excellent written and verbal communication skills
- Outstanding analytical, organizational, and project management skills
- Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office
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.
