Tax Senior - Private Client Services (52752)

Citrin Cooperman; Durham (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Citrin Cooperman seeks a Senior in the Private Client Services Tax (PCS) Department in Durham, NC. The role focuses on preparing federal and state returns, managing projections for high-net-worth individuals and trusts, and coordinating with clients and staff to deliver accurate tax work.

The Senior will review work of staff, mentor associates, and resolve complex tax issues while ensuring timely, high-quality service. Strong communication and client-service skills are essential.

Qualifications

• Bachelor’s degree required; master’s in taxation preferred.
• 3-5 years of professional experience, preferably in a mid-size public accounting firm.
• Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation.
• CPA or CPA eligible preferred.
• Possess advanced knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxation.

Responsibilities

• Prepares federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product
• Able to perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Skills

Communication

Client service

Teamwork

Analytical skills

Project management

Education

Bachelor’s degree

Master’s in taxation

CPA or CPA eligible

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!

Responsibilities

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 entities
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product
• Able to perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Qualifications

• Bachelor’s degree required; master’s in taxation preferred
• 3-5 years of professional experience, preferably in a mid-size public accounting firm
• Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation
• CPA or CPA eligible preferred
• Possess advanced knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxation
• Excellent written and verbal communication skills
• Demonstrate strong client services skills
• Approaches projects with a sense of urgency
• Be highly motivated and able to work individually and in a team setting
• Outstanding analytical, organizational and project management skills
• Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus