Jobs at Citrin Cooperman

Provides administrative and client support for a professional services firm, including client communications, onboarding, confidential records management, tax filing and notice tracking, workflow reporting, calendar and travel coordination, meeting and event planning, correspondence, contracts, and leadership support. The role monitors deadlines for hundreds of tax returns, maintains trackers and reports, coordinates with tax and audit teams, and ensures client deliverables are completed accurately and on time.

Directs private client tax services, including reviewing individual and fiduciary tax returns, projections, and workpapers. Advises clients on tax planning, compliance, and liability reduction; researches tax issues; manages client accounts; supports business development; oversees project delivery; and mentors and supervises staff. The role requires extensive public accounting experience, strong individual and fiduciary tax expertise, knowledge of partnership and S-corporation taxation, and familiarity with hedge fund and private equity K-1s.

Lead technical sales and solution architecture for Salesforce engagements, including business process discovery, architecture workshops, solution demonstrations, proposals, proof-of-concepts, and AI expansion strategies using Claude and Agentforce. Build customer and partner relationships, quantify AI adoption ROI, coordinate sales activities, support post-sale delivery, and identify opportunities for platform expansion. The role is fully remote with occasional travel of up to 25%.

Develop and execute Salesforce-focused marketing, demand generation, partner marketing, and alliance strategies. Build relationships with Salesforce stakeholders, coordinate co-marketing and co-selling initiatives, generate qualified pipeline, support account planning, and manage campaigns, content, events, budgets, analytics, and performance reporting. The role translates Salesforce ecosystem opportunities into brand growth, referrals, business development, and measurable revenue outcomes.

Develops and expands Salesforce client accounts by building business strategies, managing relationships, leading pursuit teams, selling complex consulting solutions, and ensuring successful project delivery. The role manages business development cycles from proposal and estimating through close, coordinates consultants and internal teams, and drives client satisfaction, revenue growth, and transformational programs across people, processes, and technology.

Leads buy-side and sell-side tax due diligence engagements, reviews federal tax filings, identifies and quantifies risks, supports purchase price adjustments and indemnification recommendations, prepares transaction structure decks and Excel tax models, analyzes purchase agreements, and supervises associates across multiple concurrent M&A transactions.

Manage merger and acquisition tax engagements, including federal tax research, due diligence, transaction modeling, tax structuring, technical memoranda, and client advisement. Identify tax risks and opportunities, review Excel-based models, manage project workflows, budgets, billing, and collections, and develop junior staff. Collaborate with multidisciplinary teams and communicate transaction tax findings to clients and advisors.

Manages commercial tax services for clients, including reviewing tax returns, projections, and workpapers; providing tax planning, compliance, consulting, and research; resolving tax issues; overseeing client engagements; coordinating with partners; maintaining client relationships; and coaching tax staff.

Leads complex partnership and real estate tax engagements for middle-market, family-owned, and private equity-backed businesses. Provides technical guidance on partnership allocations, capital accounts, restructurings, basis adjustments, ownership changes, and tax planning. Manages client relationships, engagement profitability, business development, and staff development while advising on organizational, succession, transaction, and multi-state tax matters.

Provides international transfer pricing and U.S.-outbound tax planning support, including repatriation strategies, foreign tax credit optimization, intercompany pricing policies, compliance filings, financial and economic analysis, regulatory research, and audit defense. Manages tax and transfer pricing engagements, coordinates with clients and local tax authorities, reviews financial statements, conducts statistical sampling, and researches comparable companies.

Winter Transaction Advisory Services Intern conducting buy-side and sell-side financial due diligence, analyzing historical financial results, preparing Excel data packs and transaction-related financial models, performing industry research, supporting engagement planning and reporting, and assisting with business development materials.

Manages outsourced financial operations for clients, including general ledger, payables, receivables, payroll, reporting, reconciliations, closing, budgeting, forecasting, and accounting system conversions. Oversees onshore and offshore staff, reviews financial accuracy, advises on technical accounting, manages stakeholder communications, supports financial statement preparation, and drives process and technology improvements.

Supervises commercial tax services by preparing and reviewing corporate, partnership, individual, and related tax returns, extensions, and projections. Performs federal and state tax research, manages client relationships, communicates engagement needs, and escalates issues to leadership. Trains and mentors junior staff, supports business development, and applies advanced tax knowledge while managing projects and client service responsibilities.

Supervise BPO accounting engagements, review workpapers and financial statements, prepare account reconciliations, post cash transactions, conduct internal audits, resolve client issues, recommend process improvements, and develop and evaluate staff.

Lead assurance workflow automation and innovation by designing data ingestion, validation, UI and automation solutions. Collaborate with audit teams and vendors to scale tooling, leverage GenAI/Agentic AI, and deliver actionable insights using Excel, VBA, Power BI, Power Automate, and Microsoft 365 apps.

Lead the Unified Client Portal workstream: own product strategy, prioritization, and implementation; deliver features via Agile; partner with functional and technical owners; manage stakeholders, vendors, escalations, compliance, budgets, and ROI.

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.

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 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.

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).