Jobs at Citrin Cooperman

Lead full sales cycle for Microsoft cloud solutions, build Microsoft alliance relationships, target C-suite, create proposals with internal experts, maintain Dynamics CRM pipeline, and close complex enterprise deals.

Lead and execute the firms software development strategy, mature SDLC and controls, champion automation and AI, optimize production support, manage escalations and vendors, ensure regulatory, security and data compliance, and translate technical issues into business terms while operating at both hands-on and strategic levels.

Manage commercial tax client engagements: review tax returns, projections, and workpapers; provide planning, compliance, and tax research; resolve tax issues; coordinate with partners; mentor staff; and maintain client relationships while staying current on tax and business trends.

Lead product strategy, vendor selection, pilot, implementation, change management, training, and ongoing product ownership for a firm-wide secure Client Gateway. Define requirements, security/privacy baselines, success metrics, integrations, and backlog; coordinate stakeholders across advisory, IT, legal, and procurement to drive adoption and measurable business outcomes.

Lead design and operation of a metadata-driven data orchestration layer that integrates assurance tools (Suralink, Caseware Cloud, Trullion, etc.), automates evidence assessment and workpaper preparation, enforces security and compliance controls, builds observability and data-quality checks, and runs pilots/training while coordinating with InfoSec and vendors to improve audit cycle time and quality.

Lead end-to-end Workiva financial reporting implementations, manage and mentor consultant teams (including offshore), drive solution design, ensure data integrity and testing, monitor project risks and profitability, support pre-sales and contribute to delivery methodologies and training.

Lead full sales cycle for new client acquisition across mid-market companies, build C-suite relationships, develop pursuit plans, collaborate with partners and service lines, generate referrals, represent the firm at events, and manage pipeline and forecasting in Dynamics CRM to achieve NYC market growth goals.

Prepare federal and state tax returns, extensions, and quarterly projections for C-Corps, S-Corps, partnerships, and individuals. Review and mentor staff and interns, coordinate client communications, perform tax research and issue resolution, assist with planning and delivery of tax work, and escalate tax matters to managers and partners.

Lead commercial tax engagements including review of returns, projections, research, planning and compliance. Manage client relationships, oversee tax processes, mentor staff, support business development, and stay current on tax issues.

Design and deliver tax-focused learning and enablement by partnering with Tax SMEs and leaders. Translate strategy into role-based curricula, diagnose performance issues, create blended learning solutions, measure behavior and performance outcomes, and coach teams to strengthen execution and judgment.

Lead risk-based audits and consulting engagements (SOX, SOC1, internal control assessments). Assess risks, design and test controls, prepare audit reports, present findings to leadership, manage project teams, and recommend process improvements while maintaining technical audit standards and client relationships.

Lead design and execution of firm-wide strategic initiatives, with primary focus on AI strategy and enterprise enablement. Drive workstreams, define use cases and KPIs, develop dashboards and executive presentations, support change management, partner across functions, and provide data-driven insights for leadership and PE sponsors.

Lead HR integration workstreams for acquisitions from due diligence through full integration. Conduct HR due diligence, manage employee transitions, partner with stakeholders to align HR programs, map HRIS/payroll/benefits, handle employee relations risks, and manage multiple integration projects to ensure compliant, consistent, and positive employee experiences.

Oversee tracking, analysis, reconciliation, and reporting of royalty income across music/IP assets. Review royalty statements, prepare complex statements, produce allocation schedules and reconciliations, liaise with internal and external stakeholders, mentor junior staff, respond to inquiries, and support process improvements and ad hoc analytical projects.

Provide hands-on tax experience: prepare tax returns and extensions, organize client tax information, assist with notices and examinations, maintain tax software knowledge, and perform administrative tasks during the busy season (Jan–Apr/May).

Lead tax closings and preparation, coordinate planning and fieldwork, perform tax research, analyze client accounting records and financial statements, review journal entries, handle miscellaneous tax filings, work with QuickBooks and client accounting software, communicate with clients, and mentor junior staff.

Prepare and review corporate, partnership, and individual tax returns; perform tax research; manage client relationships; communicate engagement needs; train and mentor junior staff; and support business development activities.

Lead technical product ownership and app development for a service line: manage development teams and vendors, deliver features via Agile, champion automation and AI, ensure compliance and security, and align technical solutions with business priorities.

Supervise preparation and review of complex federal and state fiduciary, gift, and estate tax returns; mentor junior staff; perform tax research; coordinate client communication and resolve notices.

Lead finance transformation initiatives including vision, operating model, technology and data design, process optimization, governance, change management, and training. Support ERP and automation implementations, evaluate systems, map finance processes, manage project budgets/timelines, and contribute to proposals and thought leadership.