Tax Director - Private Client Services

Citrin Cooperman; Florham Park (NJ); Híbrido; USD 180 000 - 300 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work options

Resumo da oferta

Citrin Cooperman is seeking a Private Client Services/High Net Worth Tax Director for our Florham Park office. You will oversee tax planning, compliance, and client service for individuals, partnerships, and S-corporations, with emphasis on high-net-worth clients.

You will supervise staff, mentor junior team members, and collaborate with partners to drive client growth. A CPA and 10+ years of public accounting experience are required, with hybrid work options available.

Qualificações

• Bachelor's degree in Accounting required.
• CPA license required.
• 10+ years of progressive public accounting experience.
• 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.
• Outstanding analytical, organizational and project management skills.
• Proficient with CCH Axcess, Caseware, QuickBooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office.

Responsabilidades

• Review of tax returns, tax workpapers and tax projections.
• Provide effective consulting, planning and compliance for your clients.
• Perform tax research to resolve issues.
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
• Cross-sell to our client base including assisting clients with tax issues.
• Participate in industry or service line-related organizations.
• Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax practice.
• Maintaining knowledge of new tax issues and general business trends that affect the client.

Conhecimentos

Written communication

Verbal communication

Client relationship management

Analytical skills

Organizational skills

Project management

Formação académica

Bachelor's degree in Accounting

Master's in taxation (preferred)

CPA

Ferramentas

CCH Axcess

Caseware

QuickBooks

CCH Intelliconnect

RIA Checkpoint

GoFileRoom

Microsoft Office

Descrição da oferta de emprego

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for a Private Client Services/High Net Worth Tax Director to join our Florham Park office. Our Private Client Services Practice caters to the needs of individuals and their families, including their businesses, personal holdings and foundations and trusts. As a Tax Director, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

Responsibilities

• Review of tax returns, tax workpapers and tax projections
• Possess strong technical skills in individuals, partnerships, and S-corporations
• Provide effective consulting, planning and compliance for your clients
• Perform tax research to resolve issues
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
• Cross-sell to our client base including assisting clients with tax issues
• Participate in industry or service line-related organizations
• Maintain strong relationships with a highly proactive approach to serving clients
• Participate in business development activities
• Coordinates with partner to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax practice
• Maintaining knowledge of new tax issues and general business trends that affect the client

Qualifications

• Bachelor's degree in Accounting required
• Master's in taxation is preferred
• CPA required
• 10+ years of progressive public accounting experience
• 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
• Outstanding analytical, organizational and project management skills
• Proficient with CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office

What we offer

• Competitive Base Salary and annual performance-based bonuses
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Summer Fridays and Employee Sabbatical opportunity (Ask us about it!)
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

About Citrin Cooperman

Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.