Tax Experienced Staff - Private Client Services (51705)

Posted Yesterday
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92108, San Diego, CA, USA
In-Office
60K-95K Annually
Junior
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Prepare complex individual and trust tax returns plus S‑Corps and partnerships; assist with tax notices, audits, research, and financial reviews; communicate with seniors/managers; collaborate across tax teams and participate in training and professional development.
Summary Generated by Built In

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 Tax Staff in our Private Client Services (PCS) Department at our San Diego, CA location. As a Staff in PCS, you will be responsible for: 

  • Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships
  • Organizing tax information and assisting with tax notices and examinations
  • Assisting with tax audits, perform light research projects and monitor and review financial information
  • Communicate with Senior and/or Manager on work status and client issues that arise
  • Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence
  • Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
Qualifications
  • Bachelor’s degree required; master’s in taxation preferred  
  • Minimum of 2 years of experience in public accounting
  • Minimum 2 years of extensive experience with 1040 prep
  • Possess general knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxation   
  • Be able to apply basic accounting principles to engagements   
  • Have excellent written and verbal communication skills   
  • Be highly motivated and able to work individually and in a team setting
  • Have outstanding analytical, organizational and project management skills   
  • Have the ability to multi-task   
  •  Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus

Skills Required

  • Bachelor's degree
  • Master's in Taxation
  • Minimum 2 years public accounting experience
  • Minimum 2 years preparing Form 1040 (individual tax returns)
  • Knowledge of federal and state tax laws (corporate, individual, trust, gift, partnership taxation)
  • Ability to apply basic accounting principles
  • Excellent written and verbal communication skills
  • Highly motivated; able to work individually and in a team
  • Outstanding analytical, organizational and project management skills
  • Ability to multi-task
  • Knowledge of CCH Axcess, Sureprep, XCM, Caseware
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The Company
3,502 Employees
Year Founded: 1979

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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