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
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