Citrin Cooperman

Managing Director, Global Private Client Services/Ultra HNW (50832)

Citrin Cooperman  •  $300k - $400k/yr  •  McLean, VA (Onsite)  •  2 months ago
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Job Description

Job Location: McLean, VA 22102
Position Type: Full Time / Experienced Level
Salary Range: $300,000.00 - $400,000.00 Salary/year
Job Category: TaxCitrin 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 Managing Director, Global Private Client Services/Ultra HNW, to join our Global Private Client Services team.
Responsibilities are, but not limited to:
- Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held businesses and investment vehicles.
- Provide comprehensive tax advice and solutions that consider income, estate and gift tax implications throughout the chain of ownership.
- Possess strong technical skills in individual and trust income, estate and gift tax, with working knowledge in corporations and partnerships.
- Responsible for being the lead of the engagement team, and responsible for having direct contact with clients and managing all aspects of client accounts.
- Provide effective consulting, planning and compliance advice for your clients.
- Research and document tax issues and identify planning opportunities.
- Provide thought leadership on issues critical to global private clients.
- Work to expand client base and display strong business development abilities.
- Mentor, train and supervise staff.

QualificationsThe ideal candidate must:
- Have a CPA license or JD.
- Have a masters of tax or LLM (preferred).
- Have 10+ years of public accounting experience, including 5+ years of supervisory experience.
- Have Big Law or Top 20 accounting firm experience (preferred).
- Possess excellent written and verbal communication skills.
- Possess outstanding analytical, organizational and project management skills.
- Have a track record of building and sustaining client relationships and high-quality client service.
- Have experience representing clients in front of the IRS and state agencies.
- Be highly motivated to succeed and be part of a high-performing team.
Citrin Cooperman

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Industry
Consulting & Advisory
Company Size
1,001-5,000 employees
Headquarters
New York
Year Founded
1979
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