Tax Advisory Manager – Lead, Mentor & Client Solutions

Citrin Cooperman; Woodbridge (CT); On-site; USD 70,000 - 100,000; Full time

Job summary

Citrin Cooperman in Woodbridge, Connecticut is seeking a seasoned professional with over 7 years of experience in public accounting. The role involves overseeing tax operations, conducting comprehensive accounting research, and managing a team while ensuring client satisfaction.

The ideal candidate will possess a Bachelor’s Degree in Accounting, excellent communication skills, and be proficient in Microsoft Office. CPA certification is preferred, alongside familiarity with tools such as CCH Axcess and Caseware.

Qualifications

• 7+ years of public accounting experience.
• Bachelor’s Degree in Accounting required.
• CPA preferred.
• Excellent verbal and written communication skills.
• Demonstrated teamwork and leadership skills.
• Ability to work independently and with others.
• Outstanding analytical, organizational, and project management skills.
• Proficient in Microsoft Office.
• Knowledge of CCH Axcess, CCH Workflow, Caseware, and CCH Document is a plus.

Responsibilities

• Review tax closings and prepare tax documentation.
• Field client queries on compliance matters.
• Conduct tax and accounting research.
• Develop budgets and assign workloads.
• Oversee day-to-day operations and manage staff.
• Maintain strong client relationships.

Skills

Public accounting experience

Excellent communication skills

Leadership skills

Analytical skills

Organizational skills

Project management skills

Microsoft Office

Education

Bachelor’s Degree in Accounting

Tools

CCH Axcess

CCH Workflow

Caseware

CCH Document

Job description

Citrin Cooperman in Woodbridge, Connecticut is seeking a seasoned professional with over 7 years of experience in public accounting. The role involves overseeing tax operations, conducting comprehensive accounting research, and managing a team while ensuring client satisfaction.

The ideal candidate will possess a Bachelor’s Degree in Accounting, excellent communication skills, and be proficient in Microsoft Office. CPA certification is preferred, alongside familiarity with tools such as CCH Axcess and Caseware.