Managing Director- Private Client Services (49980)
About The Position
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 looking for a Private Client Services Tax Managing Director to join our Tax Department. As a Private Client Services Tax Managing Director, you will be responsible for:
Requirements
- CPA, JD, or EA license required.
- 10+ years of public accounting experience, including 5+ years of supervisory experience.
- Excellent written and verbal communication skills.
- Outstanding analytical, organizational and project management skills.
- A track record of building and sustaining client relationships and high-quality client service.
- Experience representing clients in front of the IRS and state agencies.
- 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.
- Full understanding of hedge fund and private equity K1s including necessary reporting.
Nice To Haves
- Masters of Tax or LLM preferred.
- Top 25 accounting firm experience preferred.
Responsibilities
- Top-side/detail 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 lead of the engagement team, and responsible for having direct contact with 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 display strong business development abilities.
- Mentor, train and supervise staff.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
