Tax Supervisor - Private Client Services (52382)

Posted 3 Days Ago
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27707, Durham, NC, USA
In-Office
90K-160K Annually
Senior level
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Supervise private client tax services, including preparation and review of federal and state returns, extensions, projections, trust returns, and affiliated entity filings. Provide year-round tax planning, consulting, compliance, research, and client communication for high-net-worth individuals. Mentor junior staff, manage deadlines, support business development, and apply federal and state tax knowledge across individual, trust, gift, and partnership taxation.
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 looking for a Tax Supervisor in our Private Client Services Tax (PCS) Department in Durham, NC. As a Tax Supervisor in PCS, you will be responsible for: 

  • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities
  • Interact closely with clients year-round to provide innovative tax planning, consulting, and compliance services in a timely manner
  • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies
  • Knowledge of Federal and State tax law
  • Perform tax research to resolve issues
  • Trains, develops and mentors junior staff 
  • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities
Qualifications
  • Bachelor’s degree required; master’s in taxation preferred  
  • 5+ years of professional experience, preferably in a mid-size public accounting firm 
  • CPA preferred
  • Possess advanced knowledge of federal and state tax laws –  individual, trust, gifts, and partnership taxation  
  • Excellent written and verbal communication skills
  • Demonstrate strong client services skills
  • Be highly motivated and able to work individually and in team settings
  • Outstanding analytical, organizational and project management skills
  • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus

Skills Required

  • Bachelor's degree
  • 5+ years of professional experience, preferably in a mid-size public accounting firm
  • Advanced knowledge of federal and state tax laws, including individual, trust, gift, and partnership taxation
  • Excellent written and verbal communication skills
  • Strong client services skills
  • Ability to work independently and in team settings
  • Strong analytical, organizational, and project management skills
  • Master's degree in taxation
  • CPA certification
  • Knowledge of CCH Axcess, Sureprep, XCM, and 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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