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.
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 Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be responsible for:
- Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities
- Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner
- Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies
- Knowledge of Federal and State tax law
- Perform tax research to resolve issues
- Trains, develops and mentors junior staff
- Takes an active approach to building network (internal and external) and participates in Firm business development opportunities
- Bachelor’s degree required; master’s in taxation preferred
- 5+ years of professional experience, preferably in a mid-size public accounting firm
- CPA preferred
- Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation
- Excellent written and verbal communication skills
- Demonstrate strong client services skills
- Be highly motivated and able to work individually and in team settings
- Outstanding analytical, organizational and project management skills
- Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Similar Jobs
Fintech • Financial Services
Leads a Wells Fargo branch team by driving customer acquisition, relationship growth, sales performance, coaching, talent development, and operational risk management. Identifies customer financial needs and connects clients with banking, lending, investment, wealth, and digital solutions. Oversees performance management, compliance, issue resolution, and collaboration with internal sales partners. Completes a Branch Manager Readiness Program before placement and may travel up to 50% during the first six months.
Fintech • Financial Services
Leads a Wells Fargo branch team, driving customer relationship growth across deposits, lending, credit cards, investments, and other financial solutions. Coaches employees, manages performance, develops talent, partners with internal sales groups, promotes digital banking, analyzes results, and balances sales objectives with operational risk, compliance, and customer protection. The role requires completion of a Branch Manager Readiness Program unless the employee is already a Wells Fargo branch manager.
Fintech • Financial Services
Lead a Wells Fargo branch team by driving customer relationship growth across deposits, lending, credit cards, investments, and business solutions. Hire, coach, and develop employees; manage sales performance, customer experience, digital banking adoption, operational risk, compliance, and loss prevention. Partner with internal banking teams, analyze performance reporting, execute improvement plans, and maintain an accountable, customer-focused culture. Successful completion of the Branch Manager Readiness Program is required unless already serving as a Wells Fargo branch manager.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
