Citrin Cooperman · 19 hours ago
Tax Senior - Trusts & Estates (49653)
Iselin, NJ
Full-time
Hybrid
Mid, Senior Level
3+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. They are seeking a Senior in the Trust & Estates Tax Department responsible for preparing complex tax returns and mentoring junior staff while managing client relationships.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Prepare complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various trusts, including split-interest trusts, ESBTs and QSSTs
Prepare federal and state gift tax returns
Prepare federal and state estate tax returns
Review and respond to federal and state tax notices
Review tax returns prepared by junior level staff and provide feedback, training, and mentoring
Review tax information and coordinate with clients and staff while building relationships
Assist with the coordination of the day-to-day duties of planning, tax return preparation and delivery of finished work product
Ability to perform tax research and resolve issues
Identify and communicate tax matters to Managers and Directors
Qualification
Required
3-5+ years of public accounting experience, preferably with a mid-size firm
Bachelor's Degree in Accounting required; Master's in Taxation preferred
CPA or JD required, or actively pursuing certification
Possess advanced knowledge of federal and state tax laws with a focus on individuals, trusts, estates & gift taxation
Excellent written and verbal communication skills
Demonstrate strong client services skills
Ability to communicate effectively with the IRS regarding client notices and related matters
Approaches projects with a sense of urgency
Be highly motivated and able to work individually and in a team setting
Outstanding analytical, organizational and project management skills
Preferred
Prior fiduciary accounting experience a plus
Prior foreign trust experience a plus
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
H1B Sponsorship
Citrin Cooperman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
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