Tax Senior, Global PCS

Citrin-Cooperman-Advisors-LLC; United States; Remote; USD 110,000 - 150,000; Full time

Job summary

Citrin Cooperman is seeking a Tax Senior to join the National Tax Strategic Alliances Team. You will apply your tax expertise to serve top-tier clients of leading wealth management firms, leveraging digital workflows and AI-assisted tools to deliver high-quality, scalable tax services.

You will collaborate with onshore and offshore resources, manage engagements from planning through completion, and build trusted advisor relationships while contributing to practice growth.

Qualifications

• 3-5+ years of progressive public accounting experience.
• CPA, JD, or EA eligible preferred.
• Strong analytical, organizational, and project management skills.
• Exceptional communication and relationship-management abilities.

Responsibilities

• Prepare, review, and deliver tax compliance and planning for high-net-worth individuals, families, trusts, estates, and related entities using technology-enabled platforms.
• Ensure work is technically accurate, aligned with client objectives and SLAs.
• Build and maintain trusted relationships with wealth management advisors and clients.
• Coordinate engagement delivery with onshore/offshore resources and automation tools to meet deadlines and quality standards.
• Contribute to the growth of the alliance practice through client service and business development.

Skills

Analytical skills

Organizational skills

Project management

Communication

Relationship building

Education

Bachelor's degree in accounting

Master's in taxation

Tools

CCH Axcess

Sureprep

BNA Income Tax Planner

CCH AnswerConnect

RIA Checkpoint

XCM

Microsoft Office

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are 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 Tax Senior to join our Strategic Alliance Team. As part of our National Tax Strategic Alliances Team, you’ll play a key role in serving some of our most important strategic relationships. You’ll bring your tax expertise, business perspective, and relationship-building skills to preferred and top-tier clients of leading wealth management companies that have selected our firm as their trusted advisors. Working collaboratively across the organization, you’ll deliver seamless, high-value client experience while helping to deepen and grow these strategic relationships through a combination of technical expertise, advisory services, and innovative technology-enabled solutions. Many clients within the alliance participate in technology-enabled tax service offerings that incorporate digital workflows, automation, and AI assisted tools, creating opportunities to deliver scalable, efficient, and high-quality tax servicesResponsibilities are, but not limited to:Prepare, periodically review, and deliver tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses leveraging technology – enabled platforms and AI -assisted tools to enhance efficiency, accuracy, and service delivery while identifying planning opportunities and addressing complex tax matters.Ensure work is technically accurate, completed in accordance with internal service level expectations, and aligned with clients' tax and wealth planning objectives.Build and maintain trusted relationships with wealth management advisors and clients by serving as a responsive tax resource, participating in planning discussions, addressing tax-related inquiries, and collaborating with leadership on complex matters.Coordinate engagement execution and delivery, collaborating with onshore and offshore resources, technology-enabled workflows, and automation tools to meet deadlines, maintain quality standards, and provide an exceptional client experience. Take ownership of assigned engagements from planning through completion.Leverage automation, digital workflows, and AI-enabled tools to support clients participating in technology-enabled tax service offerings, particularly during peak tax seasons, enhancing efficiency, scalability, and service delivery while maintaining strong technical, quality, and client service standards.Partner with tax, accounting, bookkeeping, and advisory professionals to deliver integrated client solutions, ensuring client needs, planning opportunities, and service requests are addressed accurately and timely.Contribute to the continued growth of the alliance practice through exceptional client service, expansion of advisor relationships, identification of additional service opportunities, process improvements, and participation in business development initiatives.The ideal candidate must have:3-5+ years of progressive public accounting experience.Bachelor’s degree in accounting required; master’s in taxation preferred.CPA, JD, or EA eligible preferred.Possess knowledge of federal and state tax laws – corporate, individual, trust, gifts and partnership taxation.Exceptional communication, interpersonal, and relationship management skills.Highly motivated to succeed and be part of a high-performing team.Approaches assignments with a sense of urgency and intellectual curiosity.Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and drive high-quality results.Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office is a plus.