Director - Commercial Tax Services

Citrin Cooperman•New York, NY

5d•$120,000 - $240,000

About The Position

Citrin Cooperman is seeking an experienced Director to join its Tax Practice and lead complex partnership tax and advisory engagements for middle-market and closely held businesses. The Director will act as a technical leader, client advisor, and engagement executive, delivering high-quality tax compliance, consulting, and strategic advisory services. The role requires advanced partnership tax expertise and experience advising clients on complex ownership structures, business transactions, compensation arrangements, and organizational planning. The Director will also manage client relationships, develop staff, contribute to practice growth, and participate in business development. The position provides opportunities to work with sophisticated business structures, family-owned businesses, private equity-backed organizations, and other complex pass-through entities. The position is located in New York City, New York, and is full-time.

Requirements

CPA required.
Bachelor's degree in Accounting or a related field.
10+ years of public accounting experience.
Significant experience in partnership taxation.
Demonstrated expertise with IRC Section 704 allocations, complex partnership structures, pass-through entity taxation, individual taxation, partnership tax planning and consulting, and multi-state tax considerations.
Strong client management and leadership skills.
Excellent written and verbal communication abilities.
Experience supervising and developing professional staff.

Nice To Haves

Experience serving private equity-backed businesses.
Experience with multi-entity organizational structures.
Experience with complex ownership and capital structures.
Exposure to compensation consulting, ownership modeling, or organizational planning engagements.
Demonstrated business development experience.
Experience managing large, multi-disciplinary engagements.

Responsibilities

Lead and oversee complex real estate partnership tax engagements.
Review partnership tax returns, workpapers, and related tax filings.
Review and consult on individual and trust income tax returns.
Provide technical leadership on IRC Section 704 allocations, partner capital account maintenance, multi-tier partnership structures, partnership mergers and restructurings (including 1031 exchanges), Section 754 elections and basis adjustments, ownership changes and equity transactions, and partnership tax planning strategies.
Serve as a technical resource to engagement teams and clients on complex partnership tax matters.
Advise clients on complex tax and business planning matters.
Assist with equity and ownership structure modeling, business restructuring, organizational and entity planning, family-member tax planning, tax-efficient operating structures, succession planning discussions, transaction-related tax planning, and financial and operational consulting engagements.
Collaborate with clients and firm leadership to develop practical solutions to business and tax challenges.
Serve as a trusted advisor for key client relationships and participate in client planning meetings and strategic discussions.
Identify opportunities to expand services and deepen client relationships, and deliver proactive client service and strategic guidance.
Manage engagement profitability, budgeting, timelines, and staffing.
Participate in proposal preparation and prospect meetings, and assist partners in pursuing new client opportunities.
Build relationships with referral sources and centers of influence, support practice growth initiatives, and identify cross-selling opportunities.
Mentor and develop managers, seniors, and staff; review technical work and provide coaching.
Participate in recruiting and talent development, assist with training materials and technical resources, and promote collaboration across service lines and offices.