Tax Senior - Private Client Services

Citrin Cooperman; North Carolina; On-site; USD 110,000 - 150,000; Full time

Job summary

Citrin Cooperman in Durham, NC seeks a Senior in the Private Client Services Tax (PCS) Department. The role focuses on high-net-worth individuals, trusts, and affiliated entities, with responsibilities including preparing federal and state returns and reviewing staff work.

Bachelor’s degree is required; a master’s in taxation is preferred. CPA or CPA-eligible status is preferred. Strong communication, client service, and project management skills are essential for success.

Qualifications

• Bachelor’s degree required; master’s in taxation preferred.
• CPA or CPA-eligible preferred.
• 3-5 years of professional experience in a mid-size public accounting firm.
• Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation.
• Excellent written and verbal communication skills.
• Demonstrate strong client services skills and ability to work in a team.

Responsibilities

• Prepares federal and state returns, extensions, and quarterly projections.
• Reviews tax work of staff and interns, providing feedback and mentoring.
• Coordinates with clients and staff, building relationships.
• Performs tax research and resolves complex issues.
• Assists with planning, delivery of finished work, and day-to-day duties.
• Communicates tax matters to Managers and Partners.

Skills

Tax research

Client service

Communication

Project management

Team collaboration

Urgency-driven

Education

Bachelor’s degree

Master’s in taxation

Tools

CCH Axcess

Sureprep

XCM

Caseware

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 looking for a Senior in the Private Client Services Tax (PCS) Department in Durham, NC. As a Senior in PCS, you will be responsible for:Prepares federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entitiesReview tax work of staff and interns and provide feedback, training, and mentoringReview tax information and coordinate with clients and staff while building relationshipsAssist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work productAble to perform tax research and resolve issuesIdentify and communicate tax matters to Managers and PartnersBachelor’s degree required; master’s in taxation preferred3-5 years of professional experience, preferably in a mid-size public accounting firmPossess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxationCPA or CPA eligible preferredPossess advanced knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxationExcellent written and verbal communication skillsDemonstrate strong client services skillsApproaches projects with a sense of urgencyBe highly motivated and able to work individually and in a team settingOutstanding analytical, organizational and project management skillsKnowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus