Supervisor

Citrin Cooperman Advisors LLC

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

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
  • Advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation
  • Excellent written and verbal communication skills
  • Demonstrate strong client service skills
  • Highly motivated with the ability to work both individually and in teams
  • Outstanding analytical, organizational, and project management skills
  • Knowledge of CCH Axcess, Sureprep, XCM, and Caseware is a plus

Responsibilities

  • Prepare and review federal and state returns, extensions, and quarterly projections for high-net-worth individuals, trusts, and affiliated entities
  • Interact closely with clients year-round for innovative tax planning and consulting
  • Ensure client satisfaction through open communication, managing expectations, and meeting deadlines
  • Conduct tax research to resolve issues effectively
  • Train, develop, and mentor junior staff members
  • Actively build networks and participate in business development opportunities within the firm
  • Provide proactive tax-saving strategies to clients

Benefits

  • Medical, Dental, and Vision Insurance with wellness initiatives to reduce costs
  • Employer contribution to Life Insurance and 401(k) plan
  • Generous Paid Time Off, including Summer Fridays
  • Customized learning and development opportunities for professional growth
  • Hybrid, flexible, and remote work options available
  • Dynamic, employee-centric firm culture that values individual contributions
Full Job Description
We are looking for a Tax Supervisor to join our Tax Department. As a Tax Supervisor, 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. Responsibilities: - 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 What we offer: - Competitive Base Salary - 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 Summer Fridays - 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

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