Directs private client tax services, reviewing federal and state individual and fiduciary returns, projections, and workpapers. Advises clients on tax compliance and planning, researches tax issues, identifies tax-saving opportunities, manages client accounts, supports business development, ensures timely project completion, and mentors and supervises staff. The role requires expertise in individual and fiduciary taxation, with working knowledge of partnerships, S-corporations, hedge fund, and private equity K-1s.
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
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