Tax Senior - Private Client Services

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 looking for a Senior in the Private Client Services Tax (PCS) Department in Durham, NC. As a Senior in PCS, you will be responsible for:

• Prepares federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities

• Review tax work of staff and interns and provide feedback, training, and mentoring

• Review tax information and coordinate with clients and staff while building relationships

• Assist with the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product

• Able to perform tax research and resolve issues

• Identify and communicate tax matters to Managers and Partners

• Bachelor’s degree required; master’s in taxation preferred

• 3-5 years of professional experience, preferably in a mid-size public accounting firm

• Possess advanced knowledge of federal and state tax laws – individual, trust, gifts, and partnership taxation

• CPA or CPA eligible preferred

• Possess advanced knowledge of federal and state tax laws – corporate, individual, trust, gifts, and partnership taxation

• Excellent written and verbal communication skills

• Demonstrate strong client services skills

• Approaches projects with a sense of urgency

• Be highly motivated and able to work individually and in a team setting

• Outstanding analytical, organizational and project management skills

• Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus