Director - Commercial Tax Services

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

Job summary

Citrin Cooperman in San Diego, CA is seeking a Commercial Tax Services Director to lead complex tax engagements for partnerships, C- and S-corporations, and individuals.

You will review returns and workpapers, provide planning and compliance guidance, coach staff, and collaborate with partners on client service and business development.

Requirements include a Bachelor’s degree in Accounting; a Master’s in Taxation and CPA are preferred, with 10+ years in public accounting.

Qualifications

• Candidate must hold a bachelor's degree in accounting.
• Master’s in taxation preferred; CPA preferred.
• 10+ years of progressive public accounting experience.

Responsibilities

• Review tax returns, tax workpapers and tax projections.
• Provide effective consulting, planning and compliance for clients.
• Oversee day-to-day needs of clients and tax return process including identification and resolution of tax issues.
• Coordinate with partner to ensure timeliness and effective communication for proper planning of projects.
• Coaching, mentoring, and training staff.
• Maintain knowledge of new tax issues and business trends that affect the client.

Skills

Excellent communication

Relationship management

Analytical thinking

Project management

Mentoring/coaching staff

Business development

Education

Bachelor’s degree in Accounting

Master’s in taxation

CPA certification

Tools

CCH Axcess

SurePrep

BNA Income Tax Planner

CCH AnswerConnect

RIA Checkpoint

XCM

Microsoft Office

Job description

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 Commercial Tax Services (CTS) Director in the Tax Department in our San Diego, CA location. As a CTS Tax Director, you will be responsible for:Review of tax returns, tax workpapers and tax projectionsPossess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus)Provide effective consulting, planning and compliance for your clientsPerform tax research to resolve issuesOversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issuesWork to expand client base and supports business development activitiesParticipate in industry or service line-related organizationsMaintain strong relationships with a highly proactive approach to serving clientsCoordinates with partner to ensure timeliness and effective communication for proper planning of projectCoaching, mentoring, and training staffMaintaining knowledge of new tax issues and general business trends that affect the clientBachelor’s degree in Accounting required, Master’s in taxation is preferred, CPA preferred10+ years of progressive public accounting experienceExcellent written and verbal communication skillsCapable of managing multiple client engagementsA track record of building and sustaining client relationships and high-quality client serviceOutstanding analytical, organizational and project management skillsProficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office