Managing Director- Commercial Tax Services (53094)

Citrin Cooperman; San Diego (CA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Job summary

Citrin Cooperman in San Diego is seeking a Commercial Tax Services Managing Director to lead the Tax Department and oversee complex partnership, S-corporation and C-corporation taxation, including real estate and state issues.

You will provide consulting, planning and compliance, mentor staff, and drive client relationships while expanding the firm’s practice. Strong leadership and communication skills are essential.

Qualifications

• 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.

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.
• Lead the engagement team, with direct client contact and management of all client accounts.
• Work to expand client base and display strong business development abilities.
• Participate in industry or service line-related organizations.
• Coordinate with team to ensure timeliness and effective communication for proper planning of project.
• Mentor, train and supervise staff.
• Maintain knowledge of new tax laws and general business trends that affect the client.

Skills

Written communication

Verbal communication

Analytical skills

Organizational skills

Project management

Leadership

Business development

Client service orientation

Education

CPA license

Juris Doctor (JD)

Enrolled Agent (EA) license

Master of Tax

LLM

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.

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.

Qualifications

• 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.