What are the responsibilities and job description for the Manager - Private Client Services position at Citrin Cooperman Advisors Llc?
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were 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 seeking a Private Client Services (PCS) Manager in the Tax Department. As a Manager in PCS, you will be responsible for:
- Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.
- Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
- Provide effective consulting, planning and compliance for your clients
- Oversee and manage the day to day needs of your clientsand tax return process including identification and resolution of tax issues
- Perform tax research to resolve issues
- Maintain strong relationships with a highly proactive approach to serving clients
- Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project
- Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
- Maintaining knowledge of new tax issues and general business trends impacting client
- Bachelors degree in Accounting required, Masters in Taxation is preferred, CPA preferred
- 7 years of progressive public accounting experience
- Knowledge of hedge fund and private equity K1s
- Excellent written and verbal communication skills
- Capable of managing multiple client engagements
- A track record of building and sustaining client relationships and high-quality client service
- Outstanding analytical, organizational and project management skills
