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. 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. Lead the engagement team and have direct contact with clients while managing 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 clients. Work to expand client base and display strong business‑development abilities. Mentor, train and supervise staff. Qualifications CPA, JD, or EA license required. Master’s of Tax or LLM preferred. 12+ years of public accounting experience, including 7+ years of supervisory experience. Top 25 accounting firm experience preferred. Proven expertise serving high‑net worth clients. Prior expertise with trust and estate client engagements, including estate planning. 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. #J-18808-Ljbffr