Jobs at Citrin Cooperman

Lead and manage forensic accounting and litigation consulting engagements in music and entertainment valuation. Oversee data analysis, financial and damage modeling, report and exhibit preparation, staff training and development, and present findings to partners and clients. Manage engagements from planning through testimony.

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 and supervise BPO accounting engagements, review workpapers and financial statements, perform reconciliations and daily cash postings, conduct internal audits, resolve client issues, interact with client management, and mentor and evaluate staff to ensure timely, accurate financial reporting and process improvements.

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 audit resource strategy and workforce planning for onshore and offshore teams. Manage and develop Resource Managers, optimize capacity and utilization, drive forecasting and system implementations, improve processes, resolve complex staffing conflicts, and align workforce strategy with HR, Talent Acquisition, and Finance to meet firm and client priorities.

Lead Tax resource strategy and workforce planning across onshore and offshore teams. Own resourcing decisions, optimize capacity and utilization, drive process improvements and system implementations, mentor Resource Managers, partner with Talent Acquisition/HR/Finance, and ensure alignment of staffing with firm strategy and client delivery.

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.

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.

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.

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 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 end-to-end engagement letter lifecycle and a Center of Excellence team. Design and govern templates, workflows, and policy compliance; drive technology enablement, training, quality control, stakeholder coordination, and KPI reporting to reduce cycle time, rework, and risk while improving client and practitioner experience.

Lead evaluation, execution, and integration of acquisitions across the firm. Build pro forma models, perform financial due diligence, support transaction execution, and manage post-close integration and performance tracking while collaborating with cross-functional teams and senior leadership.

Prepare and review federal and state tax returns and projections for high-net-worth individuals, trusts, and affiliated entities. Provide year-round tax planning, client communication, tax research, mentor junior staff, and support business development while ensuring client satisfaction and timely compliance.

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.

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 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.

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 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.