Citrin Cooperman · 2 days ago
Tax Director - Trusts & Estates (49824)
Oak Brook, IL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expCitrin Cooperman is a dynamic work environment fostering professional growth and collaboration. They are seeking a Trust & Estate Tax Director to supervise complex estate and high net worth consulting engagements and provide effective consulting and planning for high-net-worth individuals.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Supervise complex estate and high net worth consulting engagements
Analysis of tax and practical implications of estate plans and trust documents
Provide effective consulting and planning for high-net-worth individuals
Supervise complex estate and trust administration
QC of complex gift and estate tax returns
Perform tax research to resolve trust and estate issues
Maintain knowledge of new tax issues and general business trends that affect clients
Prepare thought leadership ready for external and internal circulation
Assist with development and refinement of practice and procedures for Trust & Estate Practice
Assist with learning and development as a course developer and presenter
Qualification
Required
10+ years of public accounting experience in the areas of estate tax, fiduciary income tax, estate planning, and trust administration
CPA license or JD required
A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns
Possess a general understanding of entity taxation including partnerships and S-corporations
Excellent written and verbal communication skills
Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices
Energetic with a team-oriented mindset
Preferred
Review of fiduciary accountings a plus
Experience with international estate planning and foreign trusts a plus
IRS audit experience 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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