What are the responsibilities and job description for the Tax Director - Non-Profit/Exempt 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 Non-For-Profit (NFP) Tax Services Director in the Tax Department. As a NFP Director, you will be responsible for:
- Review of tax returns, tax workpapers and tax projections with a focus on non-profit clients
- Possess strong technical skills with tax exempt forms including 990's, 991's
- Provide effective consulting, planning and compliance for your clients
- Perform tax research to resolve issues
- Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
- Work to expand client base and supports business development activities
- Participate in industry or service line-related organizations
- Maintain strong relationships with a highly proactive approach to serving clients
- Coordinates with partner to ensure timeliness and effective communication for proper planning of project
- Coaching, mentoring, and training staff
- Maintaining knowledge of new tax issues and general business trends that affect the client
- Bachelors degree in Accounting required, Masters in taxation is preferred, CPA preferred
- 10 years of progressive public accounting experience with an emphasis on non-profit taxation
- 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
- Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
