Director - Private Client Services (52543)

Job DetailsJob Location: Woburn, MA 01801Position Type: Full Time / Experienced LevelSalary Range: $120,000.00 - $240,000.00 SalaryJob 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 Private Client Services (PCS) Director in the Tax Department. As a Director in PCS, you will be responsible for: 

Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.
Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
Responsible for being the direct contact to client and manage all aspects of client accounts
Provide effective consulting, planning and compliance for your clients
Research and document tax issues and identify planning opportunities
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

 
Qualifications
Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred
10+ years of public accounting experience, including 5+ years of supervisory experience
Knowledge of hedge fund and private equity K1s
Excellent written and verbal communication skills
Outstanding analytical, organizational and project management skills
Highly motivated to succeed and be part of a high-performing team
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office