Bachelor's degree in Accounting required; Master's in Taxation preferred
CPA certification required
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Proficient in CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom, and Microsoft Office
Strong analytical, organizational, and project management skills
Proven ability to manage multiple client engagements and build client relationships
Responsibilities
Review complex federal and state individual and fiduciary tax returns, gift tax returns, and estate tax returns
Manage complex estate and high net worth consulting engagements
Oversee estate administration and fiduciary accountings
Provide effective consulting, planning, and compliance for clients
Identify and resolve tax issues during the tax return process
Coach and mentor staff to support their development and the growth of the tax practice
Maintain proactive client relationships and collaborate with partners and staff for effective engagement planning
Benefits
Opportunity to work in a nationally recognized firm
Engagement with middle-market businesses and high net worth individuals
Focus on Trusts and Estates, providing specialized expertise
Collaborative work environment with a strong emphasis on client service
Professional development through coaching and mentoring opportunities
Full Job Description
Citrin Cooperman is seeking a Tax Manager in our Braintree office. We are a growing nationally recognized full-service accounting, tax, and consulting firm. We are ranked the 22ndlargest accounting firm in the US with over 2,400 partners and staff in 21 offices. We are seeking someone who thrives in a growing environment and can provide clients with exceptional services. The Tax Manager will provide tax compliance and tax consulting services for middle market businesses and high net worth individuals with a heavy concentration in Trusts and Estates.
Responsibilities, but not limited to:
Review of tax projections, tax workpapers and tax returns primarily with complex federal and state individual and fiduciary tax returns, gift tax returns and Estate tax returns.
Managing complex estate and high net worth consulting engagements.
Managing complex Estate administration.
Possess a general understanding of entity taxation including partnerships and S-corporations
Provide effective consulting, planning and compliance for clients
Oversee and manage the day to day needs of clients and tax return process including identification and resolution of tax issues
Review of fiduciary accountings.
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 engagements.
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 that affect clients.
Working with other professionals in a collaborative manner.
The ideal candidate must have:
Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA required
10+ years of progressive public accounting experience
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
Proficient with CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office
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.
