Director - Private Client Services

Citrin Cooperman•New York, NY

5d•$120,000 - $240,000•Onsite

About The Position

Citrin Cooperman is seeking a Private Client Services (PCS) Director in the Tax Department. The Director reviews individual and fiduciary federal and state tax returns, income tax projections, and tax workpapers; serves as the direct client contact and manages client accounts; and provides tax consulting, planning, and compliance services. The role also includes researching and documenting tax issues, identifying planning opportunities, helping minimize clients’ tax liabilities, supporting business development and client-base growth, ensuring projects are timely and complete, and mentoring, training, and supervising staff. The position is based in New York City, New York, and is full-time.

Requirements

Bachelor’s degree in Accounting required.
10+ years of public accounting experience, including 5+ years of supervisory experience.
Strong technical skills in individual and fiduciary income tax, with working knowledge of partnerships and S-corporations.
Knowledge of hedge fund and private equity K1s.
Excellent written and verbal communication skills.
Outstanding analytical, organizational, and project management skills.
Proficiency with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office.
Highly motivated to succeed and contribute to a high-performing team.

Nice To Haves

Master’s degree in Taxation preferred.
CPA preferred.

Responsibilities

Review tax returns, income tax projections, and tax workpapers, particularly federal and state individual and fiduciary tax returns.
Serve as the direct client contact and manage all aspects of client accounts.
Provide tax consulting, planning, and compliance services to clients.
Research and document tax issues and identify planning opportunities.
Review tax returns for accuracy and help minimize clients’ tax liabilities.
Support business development activities and work to expand the client base.
Ensure projects are timely and complete.
Mentor, train, and supervise staff.