Private Client Tax Manager - Flexible Schedule & Growth

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 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.