Citrin Cooperman · 1 day ago
Managing Director- Private Client Services (49980)
Fort Lauderdale, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. They are looking for a Private Client Services Tax Managing Director to lead the engagement team, manage client accounts, and provide consulting, planning, and compliance services.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Top-side/detail 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
Responsible for being the lead of the engagement team, and responsible for having direct contact with client and manage all aspects of client accounts
Provide effective consulting, planning and compliance for your clients
Research and document tax issues and identify planning opportunities
Review accuracy of tax returns and minimize tax liability for your clients
Work to expand client base and display strong business development abilities
Mentor, train and supervise staff
Qualification
Required
CPA, JD, or EA license required
10+ years of public accounting experience, including 5+ years of supervisory experience
Full understanding of hedge fund and private equity K1s including necessary reporting
Excellent written and verbal communication skills
Outstanding analytical, organizational and project management skills
A track record of building and sustaining client relationships and high-quality client service
Experience representing clients in front of the IRS and state agencies
Highly motivated to succeed and be part of a high-performing team
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Preferred
Masters of Tax or LLM preferred
Top 25 accounting firm experience preferred
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
Company data provided by crunchbase