What are the responsibilities and job description for the Tax Manager - Private Client Services position at Citrin Cooperman Advisors LLC?
We are looking for a Private Client Services Tax Manager to join our Florham Park office. Our Private Client Services Practice caters to the needs of individuals and their families, including their businesses, personal holdings and foundations and trusts. As a PCS Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
- Review of income tax projections, tax workpapers and tax returns. Specifically, federal and state individual and fiduciary tax returns. Experience with gift tax returns and estate tax returns is a plus.
- Possess strong technical skills in individual and fiduciary income tax, with exposure to partnerships and S-corporations
- Provide effective consulting, planning and compliance for your clients
- Oversee and manage the day to day needs of your clients and 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 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 that affect the client
Qualifications:
- Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA required
- 7 years of progressive public accounting experience
- 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, BNA Income Tax Planner, CCH Intelliconnect, RIA Checkpoint, XCM and Microsoft Office
What we offer:
- Competitive Base Salary and annual performance-based bonuses
- Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
- Employer contribution to Life Insurance, and 401(k) plan
- Generous Paid Time off, including Summer Fridays and Employee Sabbatical opportunity (Ask us about it!)
- Customized learning and development opportunities and continuing professional education both in-house and virtually
- Hybrid, flex, and remote work opportunities available
- Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
About Citrin Cooperman
Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 200 partners and over 1500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
