Tax Advisory Solutions Manager - Lead & Elevate Client Impact

Citrin-Cooperman-Advisors-LLC; Massachusetts; On-site; USD 120,000 - 180,000; Full time

Job summary

Citrin Cooperman is seeking a Business Advisory Solutions Manager for the Tax Department in the United States. The role focuses on reviewing tax closings, books-closed processes, and tax preparations, while fielding client questions on various tax matters.

The position requires a CPA or active CPA progress, 7–8 years in public accounting, and strong leadership, communication, and project-management skills. Proficiency with MS Office and CCH product suites is preferred.

Qualifications

• Bachelor's degree in Accounting is required.
• CPA or CPA in progress.
• 7–8 years of public accounting experience.
• Excellent verbal and written communication.
• Strong leadership and teamwork skills.
• Proficiency in Microsoft Office.
• Knowledge of CCH Axcess, CCH Workflow, Caseware, CCH Document is a plus.

Responsibilities

• Detailed reviewer of Tax Closings, Closing of Books, and tax preparation.
• Field client questions and inquiries on all compliance matters.
• Intermediate tax and accounting research as needed for accurate reporting.
• Develop budgets and pricing, staff assignment, and reports.
• Provide direction and supervise staff and manage day-to-day duties.
• Contribute to strong client relationships through positive interactions.
• Provide training, direction, and supervision to staff and senior accountants.
• Assess performance and provide appropriate feedback.

Skills

Communication skills

Leadership

Teamwork

Analytical thinking

Project management

Attention to detail

Education

Bachelor's degree in Accounting

CPA or CPA in progress

Tools

Microsoft Office

CCH Axcess

CCH Workflow

CaseWare

CCH Document

Job description

Citrin Cooperman is seeking a Business Advisory Solutions Manager for the Tax Department in the United States. The role focuses on reviewing tax closings, books-closed processes, and tax preparations, while fielding client questions on various tax matters.

The position requires a CPA or active CPA progress, 7–8 years in public accounting, and strong leadership, communication, and project-management skills. Proficiency with MS Office and CCH product suites is preferred.