Partner - Private Client Services (51530)

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!ResponsibilitiesWe are looking for a Private Client Services Tax Partner to join our Tax Department. As a Private Client Services Tax Partner, you will be responsible for: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-corporationsResponsible for being the lead of the engagement team, and responsible for having direct contact with client and manage all aspects of client accountsProvide effective consulting, planning and compliance for your clientsResearch and document tax issues and identify planning opportunities Review accuracy of tax returns and minimize tax liability for your clientsWork to expand client base and display strong business development abilitiesMentor, train and supervise staff QualificationsCPA, JD, or EA license requiredMasters of Tax or LLM preferred12+ years of public accounting experience, including 7+ years of supervisory experienceTop 25 accounting firm experience preferredProven expertise serving high-net worth clientsPrior expertise with trust and estate client engagements, including estate planningExcellent written and verbal communication skillsOutstanding analytical, organizational and project management skillsA track record of building and sustaining client relationships and high-quality client serviceExperience representing clients in front of the IRS and state agenciesHighly motivated to succeed and be part of a high-performing teamProficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office