Citrin Cooperman

Supervisor - Private Client Services (50261)

Citrin Cooperman  •  $90k - $160k/yr  •  Melville, NY (Onsite)  •  4 months ago
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Job Description

Job Location: Melville, NY 11747
Position Type: Full Time / Experienced Level
Salary Range: $90,000.00 - $160,000.00 Salary/year
Job Category: TaxCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring 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 Supervisor in our Private Client Services Tax (PCS) Department. As a Supervisor in PCS, you will be responsible for:
- Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities
- Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner
- Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies
- Knowledge of Federal and State tax law
- Perform tax research to resolve issues
- Trains, develops and mentors junior staff
- Takes an active approach to building network (internal and external) and participates in Firm business development opportunities

Qualifications
- Bachelor’s degree required; master’s in taxation preferred
- 5+ years of professional experience, preferably in a mid-size public accounting firm
- CPA preferred
- 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
- Be highly motivated and able to work individually and in team settings
- Outstanding analytical, organizational and project management skills
- Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
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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