Partner - Private Client Services (51530

Partner - Private Client Services

Durham, NC 27707

Position Type Full Time / Experienced Level Category Tax

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 Private Client Services Tax Partner to join our Tax Department. As a Private Client Services Tax Partner, you will be responsible for:

• Top-side/detail review of tax returns, income tax projections and tax work papers. 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
• Responsible for being the lead of the engagement team, and responsible for having direct contact with client and manage all aspects of client accounts
• Provide effective consulting, planning and compliance for your clients
• Research and document tax issues and identify planning opportunities
• Review accuracy of tax returns and minimize tax liability for your clients
• Work to expand client base and display strong business development abilities
• Mentor, train and supervise staff

• CPA, JD, or EA license required
• Masters of Tax or LLM preferred
• 12+ years of public accounting experience, including 7+ years of supervisory experience
• Top 25 accounting firm experience preferred
• Proven expertise serving high-net worth clients
• Prior expertise with trust and estate client engagements, including estate planning
• Excellent written and verbal communication skills
• Outstanding analytical, organizational and project management skills
• A track record of building and sustaining client relationships and high-quality client service
• Experience representing clients in front of the IRS and state agencies
• Highly motivated to succeed and be part of a high-performing team
• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH Answer Connect, RIA Checkpoint, XCM and Microsoft Office