Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for a Private Client Services (PCS) Tax Manager to join our DC Metro office. Our Private Client Services Practice caters to the needs of high-net-worth individuals and their families, personal holdings and foundations and trusts. As a PCS Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. 

NOTE: This is a hybrid position.

Responsibilities:

• Provide effective consulting, planning and compliance for high-net-worth individual clients
• Review of tax returns, tax workpapers and tax projections
• Possess strong technical skills in individual tax, gift tax, and trust & estate tax
• Act as the direct contact to clients and manage all aspects of client accounts
• Provide effective consulting, planning and compliance for your clients
• Research and document tax issues and identify areas of opportunity and improvement
• Review accuracy of tax returns and minimize tax liability for your clients
• Work to expand client base and supports business development activities
• Ensure timeliness and completeness of projects
• Mentor, train and supervise staff and provide assistance

Qualifications: 

• Bachelor’s degree in Accounting required; Masters in Taxation is preferred
• CPA required
• 7 years of public accounting experience, including 5 years of supervisory experience
• Excellent written and verbal communication skills
• Outstanding analytical, organizational and project management skills
• Highly motivated to provide excellent client service
• Proficiency with CCH Axcess, Quickbooks, CCH Intelliconnect, RIA Checkpoint, XCM and Microsoft Office

What we offer:

• Competitive Base Salary and annual performance-based bonuses
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
• Modern, high-tech work environment

About Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 500 partners and over 2,400 employees across the U.S. 

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. 

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.