Tax Manager - Private Client Services

Citrin Cooperman; Knoxville (TN); On-site; USD 120,000 - 170,000; Full time

Job summary

Citrin Cooperman in Chicago, IL is seeking a Private Client Services (PCS) Tax Manager to lead tax returns, projections and planning for a portfolio of high-net-worth clients. You will oversee tax workpapers, provide consulting and ensure timely delivery while mentoring staff.

The ideal candidate has 7+ years in public accounting, strong communication skills, and a track record of building client relationships. CPA preferred and experience with hedge funds and K1s is highly valued.

Qualifications

• Bachelor’s degree in Accounting required; Masters in Taxation preferred; CPA preferred.
• 7+ years of progressive public accounting experience.
• Knowledge of hedge fund and private equity K1s.
• Excellent written and verbal communication skills.
• Capable of managing multiple client engagements.
• Track record of building and sustaining client relationships and high-quality client service.
• Outstanding analytical, organizational and project management skills.

Responsibilities

• Review of tax returns, income tax projections and tax workpapers.
• Specifically, federal and state individual and fiduciary tax returns.
• Provide effective consulting, planning and compliance for your clients.
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
• Perform tax research to resolve issues.
• Maintain knowledge of new tax issues and general business trends impacting client.
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice.
• Coordinating with Partner and staff to ensure timeliness and effective communication for proper planning of project.

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 seeking a Private Client Services (PCS) Tax Manager in the Tax Department in our Chicago, IL team. As a Tax Manager in PCS, you will be responsible for:Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returnsPossess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporationsProvide effective consulting, planning and compliance for your clientsOversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issuesPerform tax research to resolve issuesMaintain strong relationships with a highly proactive approach to serving clientsCoordinates with Partner and staff to ensure timeliness and effective communication for proper planning of projectCoaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practiceMaintaining knowledge of new tax issues and general business trends impacting clientBachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred7+ years of progressive public accounting experienceKnowledge of hedge fund and private equity K1sExcellent written and verbal communication skillsCapable of managing multiple client engagementsA track record of building and sustaining client relationships and high-quality client serviceOutstanding analytical, organizational and project management skills