Manager - Private Client Services (52664)

Citrin Cooperman; Providence (RI); On-site; USD 120,000 - 180,000; Full time

Job summary

Citrin Cooperman in Providence, RI seeks a Private Client Services Manager in the Tax Department to lead complex tax engagements for high net worth clients. You will review returns, provide tax planning, and coordinate with partners to ensure timely, accurate results.

You will coach staff, build client relationships, and stay updated on new tax issues shaping advisory services. A Bachelor's in Accounting, CPA and Masters in Taxation with 7+ years of experience are typical requirements.

Qualifications

• Bachelor’s degree in Accounting required; Masters in Taxation preferred; CPA preferred.
• Strong technical knowledge in individual and fiduciary income tax with exposure to partnerships and S-corporations.
• Ability to manage multiple client engagements and deliver high-quality client service.
• Excellent written and verbal communication skills and proactive client service mindset.

Responsibilities

• Review of tax returns, income tax projections and tax workpapers (federal and state).
• Provide effective consulting, planning and compliance for clients.
• Oversee day-to-day client needs and tax return processes; resolve tax issues.
• Coach, mentor and develop staff to grow the tax practice.
• Maintain knowledge of new tax issues and business trends affecting clients.

Skills

Communication skills

Client relationships

Analytical skills

Project management

Education

Bachelor’s in Accounting

Masters in Taxation

CPA

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

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

• 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
• Provide effective consulting, planning and compliance for your clients
• Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
• Maintaining knowledge of new tax issues and general business trends impacting client

Qualifications

• Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred
• 7+ years of progressive public accounting experience
• Knowledge of hedge fund and private equity K1s
• 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