Tax Manager - Private Client Services (49679) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Citrin Cooperman · 1 week ago

Tax Manager - Private Client Services (49679)

positionSan Diego, CA
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

Citrin Cooperman offers a dynamic work environment and is seeking a Tax Manager in Private Client Services. The role involves reviewing tax returns, providing consulting and compliance services, and managing client relationships while mentoring staff.

AccountingAdviceFinanceManagement Consulting
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Individual income taxFiduciary income taxTax researchCPAPublic accounting experienceClient relationship managementAnalytical skillsCommunication skillsOrganizational skillsProject management skills

Required

Bachelor's degree in Accounting required
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

Preferred

Masters in Taxation is preferred
CPA preferred

Benefits

Competitive compensation and benefits
Flexibility to manage your personal and professional life

Company

Citrin Cooperman

twittertwittertwitter
Glassdoor3.6
company-logo
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
dateFounded in 1979
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.citrincooperman.com/

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 Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity

Leadership Team

leader-logo
Alan Badey
Chief Executive Officer
linkedin
leader-logo
Lydia Brown
Chief Financial Officer
linkedin

Recent News

PR Newswire
Citrin Cooperman Announces Strategic Alliance with Priority Software to Expand Middle Market Digital Transformation Capabilities with AI Cloud ERP
2025-12-18
Hartford Business Journal
Ask the Expert: The State of Healthcare in 2025
2025-12-16
Billboard
Billboard’s 2025 Top Business Managers Revealed
2025-11-19
Company data provided by crunchbase