Commercial Tax Services Director: Strategy & Growth

Citrin Cooperman; San Diego (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Citrin Cooperman is seeking a CTS Director in our San Diego, CA location to lead tax engagements for diverse clients. You will review returns, workpapers, and projections, and provide planning, consulting, and compliance under tight deadlines.

The role requires deep knowledge of partnerships, C- and S-corporations, strong client-management skills, and mentoring to staff. CPA is preferred, with growth opportunities in a collaborative environment.

Qualifications

• Bachelor’s degree in Accounting required, Master’s in taxation preferred, CPA preferred
• 10+ 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, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Responsibilities

• Review of tax returns, tax workpapers and tax projections
• Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus)
• 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

Skills

Tax knowledge

Client relationship management

Leadership & mentoring

Tax research

Public accounting

Communication skills

Education

Bachelor’s degree in Accounting

Master’s in taxation

CPA

Tools

CCH Axcess

Sureprep

BNA Income Tax Planner

CCH AnswerConnect

RIA Checkpoint

Microsoft Office

Job description

Citrin Cooperman is seeking a CTS Director in our San Diego, CA location to lead tax engagements for diverse clients. You will review returns, workpapers, and projections, and provide planning, consulting, and compliance under tight deadlines.

The role requires deep knowledge of partnerships, C- and S-corporations, strong client-management skills, and mentoring to staff. CPA is preferred, with growth opportunities in a collaborative environment.