Director - Private Client Services

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 seeking a Private Client Services (PCS) Director in the Tax Department. As a Director in PCS, you will be responsible for:

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 direct contact to 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 supports business development activities

Ensure timeliness and completeness of projects

Mentor, train and supervise staff

Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred
10+ years of public accounting experience, including 5+ years of supervisory experience

Knowledge of hedge fund and private equity K1sExcellent written and verbal communication skills

Outstanding analytical, organizational and project management skills

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