Director - Private Client Services (53098)

Citrin Cooperman; City of White Plains (NY); On-site; USD 170,000 - 250,000; Full time

Job summary

Citrin Cooperman in White Plains, NY, is seeking a senior tax professional to lead individual and fiduciary tax work, review returns, and manage client accounts with a direct client contact role. The position emphasizes strong technical tax knowledge and client service in a collaborative, growth-oriented firm.

You will mentor staff, research issues, and contribute to planning opportunities for hedge funds and private equity K1s while supporting business development and ensuring timely project

Qualifications

• Bachelor’s degree in Accounting required; CPA preferred.
• 10+ years of public accounting experience, including 5+ years of supervisory experience.
• Knowledge of hedge fund and private equity K1s.
• Excellent written and verbal communication skills.
• Outstanding analytical, organizational and project management skills.
• Highly motivated to succeed and be part of a high-performing team.

Responsibilities

• Review of tax returns, income tax projections and tax workpapers, including federal and state returns.
• Possess strong technical skills in individual and fiduciary income tax.
• Serve as direct client contact and manage all aspects of client accounts.
• Provide effective consulting, planning and compliance for clients.
• Research and document tax issues and identify planning opportunities.
• Review accuracy of tax returns and minimize tax liability for clients.
• Work to expand client base and support business development activities.
• Ensure timeliness and completeness of projects.
• Mentor, train and supervise staff.

Skills

Communication skills

Analytical skills

Organizational skills

Project management

Mentoring

Education

Bachelor’s in Accounting

Master’s in Taxation preferred

CPA preferred

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!

Responsibilities

• Review of tax returns, income tax projections and tax workpapers. 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

Qualifications

• 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 K1s
• Excellent 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 AnswerConnect, RIA Checkpoint, XCM and Microsoft Office