Managing Director- Commercial Tax Services (53094)

Citrin Cooperman•San Diego, CA
•$175,000 - $350,000

About The Position

Citrin Cooperman is seeking a Commercial Tax Services Managing Director to join its Tax Department. The role involves delivering tax consulting, planning, and compliance services to clients, leading engagement teams and managing client accounts, and supporting business development. The Managing Director reviews tax returns, workpapers, and projections; researches tax issues and planning opportunities; and stays current on tax law and business trends affecting clients. The position also includes coordinating project planning and communication, mentoring and supervising staff, and participating in relevant industry or service-line organizations.

Requirements

  • CPA, JD, or EA license required.
  • At least 10 years of public accounting experience, including at least 5 years of supervisory experience.
  • Strong technical skills in partnership, S-corporation, and C-corporation taxation.
  • Strong partnership-taxation skills related to real estate entities, including understanding of Section 1031 exchanges, real property trade or business elections, Section 163(j), and state-specific issues.
  • 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.
  • Experience representing clients before the IRS and state agencies.
  • Highly motivated to succeed and contribute to a high-performing team.
  • Outstanding analytical, organizational, and project management skills.
  • Proficiency with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office.

Nice To Haves

  • Master of Tax or LLM preferred.
  • Knowledge of individual taxation is a plus.
  • Experience at a Top 25 accounting firm preferred.

Responsibilities

  • Provide consulting, planning, and compliance services for clients.
  • Research and document tax issues and identify planning opportunities.
  • Perform top-side and detailed reviews of tax returns, tax workpapers, and tax projections.
  • Lead engagement teams, maintain direct client contact, and manage all aspects of client accounts.
  • Expand the client base and demonstrate business development abilities.
  • Participate in industry or service-line-related organizations.
  • Coordinate with the team to ensure timely work and effective communication for project planning.
  • Mentor, train, and supervise staff.
  • Maintain knowledge of new tax laws and general business trends affecting clients.

Benefits

  • Competitive compensation and benefits.
  • Flexibility to manage personal and professional life.
  • Support for professional development.
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