Managing Director- Commercial Tax Services

Citrin-Cooperman; San Diego (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

Citrin Cooperman is seeking a Commercial Tax Services Managing Director to lead high-profile engagements in partnerships and corporate taxation. You will mentor teams, manage client relationships, and provide strategic tax planning and compliance for real estate and other entities in a dynamic environment.

The role requires strong communication skills, a CPA/JD/EA license, and a track record of driving client success within a top accounting firm setting.

Qualifications

• Lead engagements in partnerships and corporate taxation for clients.
• Supervise tax teams and review complex returns and workpapers.
• Develop consulting, planning and compliance strategies for clients.

Responsibilities

• Lead engagement teams and maintain direct client contact.
• Expand client base with strong business development.
• Mentor, train, and supervise staff to maintain high service quality.
• Stay updated on new tax laws and industry trends.
• Represent clients before IRS and state agencies.
• Coordinate with team for timely project planning.

Skills

Partnership Tax

S-Corps

C-Corps

Real Estate Tax

1031 Exchanges

Section 163(j)

State Tax Issues

Tax Planning

Tax Compliance

Tax Research

Client Management

Business Development

Industry Organizations

Mentoring Staff

Tax Law Knowledge

IRS Representation

Communication Skills

Project Management

CPA License

JD License

EA License

Education

CPA license

JD or LLM preferred

Master of Tax

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 looking for a Commercial Tax Services Managing Director to join our Tax Department. As a Commercial Tax Services Managing Director, you will be responsible for:Responsibilities:Possess strong technical skills in partnerships, S-corporations and C-corporations (knowledge in individual taxation a plus).Possess strong technical skills in partnership taxation related to real estate entities, in addition to a thorough understanding of Section 1031 exchanges, real property trade or business elections, Section 163(j), and knowledge of state-specific issues.Provide effective consulting, planning and compliance for your clients.Research and document tax issues and identify planning opportunities.Top-side/detail review of tax returns, tax workpapers and tax projections.Responsible for being the lead of the engagement team, and responsible for having direct contact with client and manage all aspects of client accounts.Work to expand client base and display strong business development abilities.Participate in industry or service line-related organizations.Coordinates with team to ensure timeliness and effective communication for proper planning of project.Mentor, train and supervise staff.Maintaining knowledge of new tax laws and general business trends that affect the client.CPA, JD, or EA license required.Masters of Tax or LLM preferred.10+ years of public accounting experience, including 5+ years of supervisory experience.Top 25 accounting firm experience preferred.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.Experience representing clients in front of the IRS and state agencies.Highly motivated to succeed and be part of a high-performing team.Outstanding analytical, organizational and project management skills.Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office.