Manager - Private Client Services
About The Position
Citrin Cooperman is seeking a Private Client Services (PCS) Manager in its Tax Department. The Manager reviews tax returns, income tax projections, and tax workpapers, with a focus on federal and state individual and fiduciary tax returns. The role provides tax consulting, planning, and compliance services, manages client needs and the tax-return process, and identifies and resolves tax issues. The Manager also conducts tax research, coordinates with Partners and staff to support timely work and effective communication, and helps develop staff through coaching and mentoring. The position requires maintaining knowledge of new tax issues and general business trends affecting clients.
Requirements
- Bachelor’s degree in Accounting.
- At least 7 years of progressive public accounting 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 K-1s.
- Excellent written and verbal communication skills.
- Ability to manage multiple client engagements.
- Track record of building and sustaining client relationships and providing high-quality client service.
- Outstanding analytical, organizational, and project management skills.
Nice To Haves
- Master’s degree in Taxation.
- CPA.
Responsibilities
- Review tax returns, income tax projections, and tax workpapers, particularly federal and state individual and fiduciary tax returns.
- Provide tax consulting, planning, and compliance services to clients.
- Oversee clients’ day-to-day needs and the tax-return process, including identifying and resolving tax issues.
- Perform tax research to resolve issues.
- Maintain strong client relationships and take a proactive approach to client service.
- Coordinate with Partners and staff to ensure timely work and effective communication for project planning.
- Coach, mentor, and assist staff in their development and in supporting the growth of the tax practice.
- Stay informed about new tax issues and general business trends that affect clients.
Benefits
- Competitive compensation and benefits.
- Flexibility to manage personal and professional life.
- Professional development support.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
