Staff - Business Advisory Solutions

Citrin-Cooperman-Advisors-LLC; Woodbridge (CT); On-site; USD 60,000 - 78,000; Full time

Job summary

Citrin Cooperman invites applications for a BAS Staff within the Business Advisory Solutions group. You will support engagement planning, execution, and review, and prepare diverse tax returns and financial documents.

The role emphasizes analytical and organizational strengths, teamwork, and strong communication. A CPA track and proficiency with Microsoft Office are valued in a collaborative, growth‑oriented firm.

Qualifications

• Bachelor’s Degree in Accounting or equivalent.
• Minimum 1+ years in public accounting.
• Active CPA exam progress.
• Strong analytical, organizational and project management skills.
• Proficient in Microsoft Office applications.
• Ability to multi-task and meet deadlines.

Responsibilities

• Assist in engagement planning, execution, review and findings interpretation.
• Prepare tax returns (1040s, 1041s, 1065s, 1120-S/1120s), extensions and projections.
• Prepare write-ups, bank reconciliations and journal entries.
• Assist with day-to-day planning, tax work and wrap-up.
• Conduct tax research and client accounting analysis.
• Manage client relationships and deliver excellent service.

Skills

Analytical skills

Organizational skills

Team collaboration

Communication skills

Microsoft Office proficiency

Education

Bachelor's Degree in Accounting

CPA exam in progress

Tools

CCH Axcess

Caseware

CCH Document

QuickBooks

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 Staff to join our Business Advisory Solutions (BAS) department. As a BAS Staff, you will be responsible for:Basic understanding of accounting records and financial statements.Assist the team in the development of engagement strategy, planning, execution of work, review, and interpretation of findingsPrepare various tax returns (1040s, 1041s, 1065s, 1120-Ss, 1120s), tax extensions and tax projectionsPrepare write-ups, bank reconciliations, and conducts a self-review before submission for reviewUnderstanding of miscellaneous tax filings including sales tax, payroll tax returns and 1099sAssist with the coordination of the day-to-day duties of planning, tax work, and wrap-upPerform tax research to resolve issuesAssisting in analyzing and reviewing client accounting records and financial statementsWork with client accounting records and software including QuickbooksReview and verify the accuracy of journal entries and accounting classification assigned to various recordsAbility to prepare financial statements, engagement documentation and related reportsMiscellaneous other tasks as assignedBachelor’s Degree in Accounting or equivalent is requiredMinimum of 1 + years of experience in public accountingActively working toward passing the CPA examOutstanding analytical, organizational and project management skillsProficient in Microsoft Office ApplicationsWorks cooperatively in teamsAbility to multi-task in Detail and deadline oriented driven environmentAbility to prioritize task, work on and manage multiple assignments with a teamEffective written and verbal communication skills requiredAssist in managing client relationships in effort to deliver excellent client serviceKnowledge of CCH Axcess, Caseware, and CCH Document is a plus