Citrin Cooperman

Tax Experienced Staff - Private Client Services (50403)

Citrin Cooperman  •  $60k - $95k/yr  •  San Diego, CA (Onsite)  •  3 months ago
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Job Description

Job Location: San Diego, CA 92108
Position Type: Full Time / Experienced Level
Salary Range: $60,000.00 - $95,000.00 Salary
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 seeking a Tax Staff in our Private Client Services (PCS) Department at our San Diego, CA location. As a Staff in PCS, you will be responsible for:
- Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships.
- Organizing tax information and assisting with tax notices and examinations.
- Assisting with tax audits, perform light research projects and monitor and review financial information.
- Communicate with Senior and/or Manager on work status and client issues that arise.
- Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence.
- Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Qualifications
- Bachelor’s degree required; master’s in taxation preferred
- Minimum of 2 years of experience in public accounting
- Minimum 2 years of extensive experience with 1040 prep
- Possess general knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxation
- Be able to apply basic accounting principles to engagements
- Have excellent written and verbal communication skills
- Be highly motivated and able to work individually and in a team setting
- Have outstanding analytical, organizational and project management skills
- Have the ability to multi-task
-  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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