Tax Director - Trust & Estate (51806)

Tax Director - Trust & Estate

Optional Work from Home • San Diego, CA 92108

Overview

Salary Range $120,000.00 - $240,000.00 Salary/year Position Type Full Time / Experienced Level Category Tax

Description

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!

We are seeking a Tax Director - Trust & Estate in the Commercial Tax Services (CTS) Tax Department. As a Tax Director, you will be responsible for:

Responsibilities:

• Review of tax returns, tax workpapers and tax projections.
• Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus).
• Provide effective consulting, planning and compliance for your clients.
• Perform tax research to resolve issues.
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
• Work to expand client base and supports business development activities.
• Participate in industry or service line-related organizations.
• Maintain strong relationships with a highly proactive approach to serving clients.
• Coordinates with partner to ensure timeliness and effective communication for proper planning of project.
• Coaching, mentoring, and training staff.
• Maintaining knowledge of new tax issues and general business trends that affect the client.

Qualifications

• Bachelor's degree in Accounting required, Master's in Taxation is preferred, CPA preferred
• 10+ years of progressive public accounting experience
• 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
• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office