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 Research & Development (R&D) Tax Director to join our Federal Credits & Incentives practice within the National Tax Advisory Team.
Responsibilities are, but not limited to:
- Work directly with CFO’s, owners, and leaders from small and middle market companies.
- Work directly with Citrin Cooperman’s Federal C&I Leader to build a fast-growing, entrepreneurial R&D Tax practice.
- Manage and perform R&D Tax Credit Studies and Secs. 174 and 174A Cost Analyses
- Lead multiple projects simultaneously, overseeing project planning, resource coordination, client communications, and execution to ensure timely and successful delivery.
- Oversee the quality, accuracy, timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses ensuring compliance with firm standards, regulatory requirements, and client expectations.
- Drive engagement efficiency and scalability by identifying process improvements, leveraging technology, and implementing best practices across the practice.
- Perform tax technical research.
- Drive business development initiatives by cultivating client relationships, identifying growth opportunities, supporting proposal development, and expanding service offerings within existing and prospective clients.
- Maintain responsibility for client engagement economics, including onboarding, staffing, billings/collections, and ensure client profitability targets are met.
- Monitor current and proposed tax legislation and regulations related to federal credits & incentives.
- Liaise with members of Citrin Cooperman’s National Tax Office on various technical matters.
- Demonstrate sound judgement and instincts with respect to evaluating complex scenarios, escalating risks, and recommending proactive solutions.
- Lead, mentor, and develop engagement teams, providing coaching, technical guidance, and performance oversight to ensure exceptional client service and team development.
- Partner with firm leadership to support the strategic growth and expansion of the Federal Credits & Incentives practice, contributing to practice development, talent growth, and market positioning initiatives.
The ideal candidate must have:
- 10+ years of recent experience conducting and managing R&D Tax Credit Studies and Sec. 174 Cost Analyses.
- Experience with a Big Four or Top 20 public accounting firm.
- Bachelor's degree in accounting or a related field required.
- Active CPA or EA designation required.
- Strong analytical, organizational, and problem-solving skills, including experience evaluating large datasets and leveraging technology and data analysis tools to develop client solutions.
- Experience with corporate and flow through entity tax compliance.
- Experience managing multiple client engagements and leading client service teams, with the ability to prioritize competing demands and deliver high-quality results through effective project management and execution.
- Broad tax technical knowledge, including experience conducting tax research and analysis, with the ability to interpret, evaluate, and apply complex tax and industry concepts to client-specific situations.
- Exceptional communication, interpersonal, and leadership skills, with the ability to mentor, supervise, and collaborate effectively with both firm and client personnel.
- Familiarity and/or experience with IRS and state tax controversy.
- Entrepreneurial mindset with demonstrated ability to think critically, solve complex challenges, identify new business opportunities, and contribute to practice growth initiatives.
- Commitment to serving small and middle-market privately held companies through a hands-on, client-focused approach, with willingness to travel as needed in a hybrid work environment.
Skills Required
- 10+ years of recent experience conducting and managing R&D Tax Credit Studies and Section 174 Cost Analyses
- Experience with a Big Four or Top 20 public accounting firm
- Bachelor's degree in accounting or a related field
- Active CPA or EA designation
- Strong analytical, organizational, and problem-solving skills
- Experience evaluating large datasets and leveraging technology and data analysis tools
- Experience with corporate and flow-through entity tax compliance
- Experience managing multiple client engagements and leading client service teams
- Broad tax technical knowledge, including tax research and analysis
- Exceptional communication, interpersonal, and leadership skills
- Experience mentoring, supervising, and collaborating with firm and client personnel
- Familiarity with or experience in IRS and state tax controversy
- Entrepreneurial mindset and demonstrated ability to identify business opportunities and support practice growth
- Willingness to travel as needed in a hybrid work environment
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.
