Teams 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%.