At Citrin Cooperman, we are committed to delivering exceptional client service and fostering an environment where our professionals can build rewarding and successful careers. We foster a collaborative, entrepreneurial environment where talented professionals are empowered to grow, innovate, and make a meaningful impact.
As a Manager in our Financial Services Tax practice, you will play a key role in delivering exceptional client service, leading engagement teams, and helping clients address complex tax compliance and planning matters.
We are seeking an experienced Financial Services Tax Manager to support clients across the alternative investment industry, including private equity funds, hedge funds, venture capital funds, management companies, family offices, and related investment structures. This role combines technical tax expertise, project leadership, client relationship management, and team development responsibilities.
Position Overview
As a Financial Services Tax Manager, you will oversee multiple client engagements, provide strategic tax guidance, mentor professionals, and help drive high-quality service delivery while maintaining compliance with professional and regulatory standards.
Key Responsibilities
Client Service & Advisory
- Serve as a primary day-to-day contact for clients and build strong, trusted relationships.
- Advise clients on tax compliance, reporting obligations, and planning opportunities related to investment funds and related entities.
- Assist clients in navigating complex tax regulations and evolving industry requirements.
- Proactively identify tax risks, operational challenges, and planning opportunities.
- Collaborate with clients, fund administrators, legal advisors, and internal specialists to deliver integrated solutions.
Technical Excellence & Engagement Management
- Manage the preparation and review of complex partnership and corporate tax returns, workpapers, and tax projections.
- Review financial and tax information to ensure accuracy, completeness, and compliance with applicable regulations.
- Conduct tax research and develop practical solutions to technical and compliance matters.
- Lead engagement planning, budgeting, execution, and delivery to ensure quality and timeliness.
- Monitor engagement progress, address issues proactively, and manage multiple priorities effectively.
Team Leadership & Development
- Supervise, mentor, and develop senior associates and staff professionals.
- Provide ongoing coaching, performance feedback, and technical training.
- Foster a collaborative, inclusive, and high-performing team environment.
- Delegate work effectively while providing guidance and support throughout the engagement lifecycle.
Innovation & Process Improvement
- Leverage technology, automation, and data-driven tools to enhance the efficiency and quality of engagement delivery.
- Promote innovative approaches to tax compliance and client service.
- Stay current on emerging tax developments, industry trends, and technology solutions impacting the financial services sector.
Business Development & Practice Growth
- Support business development initiatives by identifying opportunities within existing client relationships.
- Participate in networking events, industry organizations, and practice development activities.
- Collaborate across service lines to deliver a comprehensive client experience.
Required
- Bachelor's degree in Accounting, Taxation, Finance, or a related field.
- CPA or CPA eligibility preferred.
- 7+ years of progressive public accounting experience.
- Experience serving financial services clients, including private equity, hedge funds, venture capital funds, management companies, and family offices.
- Strong technical knowledge of partnership taxation and investment fund structures.
- Demonstrated experience managing multiple engagements and leading teams.
- Excellent written, verbal, analytical, and organizational skills.
Strong project management and client relationship management capabilities.
Skills Required
- Bachelor's degree in Accounting
- CPA or CPA in progress
- 7-8 years of experience in a public accounting firm
- Excellent verbal and written communication skills
- Demonstrated teamwork and leadership skills
- Ability to work independently and collaboratively
- Analytical, organizational, and project management skills
- Proficient in Microsoft Office Applications
- Knowledge of CCH Axcess, CCH Workflow, Caseware, and CCH Document
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.
