Manager - Private Client Services (52664)
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Citrin Cooperman
Providence, RI, US
Summary
The Private Client Services Manager is responsible for reviewing federal and state individual and fiduciary tax returns while providing consulting and compliance services. They will also manage client relationships, resolve tax issues, and mentor staff to support the growth of the tax practice.
Job Description
Job DetailsJob Location: Providence, RI 02903Position Type: Full Time / Experienced LevelSalary Range: $90,000.00 - $200,000.00 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) Manager in the Tax Department. As a Manager 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
Provide effective consulting, planning and compliance for your clients
Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues
Perform tax research to resolve issues
Maintain strong relationships with a highly proactive approach to serving clients
Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
Maintaining knowledge of new tax issues and general business trends impacting client
Qualifications
Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA preferred
7+ years of progressive public accounting experience
Knowledge of hedge fund and private equity K1s
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
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 solutions, and industry insights. 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 3,500 professionals, Citrin Cooperman is included in the top 20 firms by Accounting Today and Inside Public Accounting. 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.
Founded
1979
Company size
1,001-5,000 employees
Industry
Consulting Services
Org type
Privately Held
Headquarters
New York
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 solutions, and industry insights. 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 3,500 professionals, Citrin Cooperman is included in the top 20 firms by Accounting Today and Inside Public Accounting. 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.
Founded
1979
Company size
1,001-5,000 employees
Industry
Consulting Services
Org type
Privately Held
Headquarters
New York