We are looking for a Trust & Estates Tax Manager to join our New York City office. As a Tax Manager you will be responsible for providing excellent client service in our Trust & Estates practice. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

NOTE: This is a hybrid position.

Responsibilities, but not limited to:

• Review of tax projections, tax workpapers and tax returns primarily with complex federal and state individual and fiduciary tax returns, gift tax returns and Estate tax returns.
• Managing complex estate and high net worth consulting engagements.
• Managing complex Estate administration.
• Possess a general understanding of entity taxation including partnerships and S-corporations
• Provide effective consulting, planning and compliance for clients
• Oversee and manage the day to day needs of clients and tax return process including identification and resolution of tax issues
• Review of fiduciary accountings.
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients.
• Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of engagements.
• Coaching, mentoring, and assisting staff so they can develop and assist in the growth of the tax practice.
• Maintaining knowledge of new tax issues and general business trends that affect clients.
• Working with other professionals in a collaborative manner.

Qualifications:

• Bachelor’s degree in Accounting required, Masters in Taxation is preferred, CPA required
• 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, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office

What we offer:

• Competitive Base Salary and annual performance-based bonuses
• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
• Employer contribution to Life Insurance, and 401(k) plan
• Generous Paid Time off, including Summer Fridays and Employee Sabbatical opportunity (Ask us about it!) (Sabbatical only for Professional Staff Directors and Managers)
• Customized learning and development opportunities and continuing professional education both in-house and virtually
• Hybrid, flex, and remote work opportunities available
• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
• Modern, high-tech work environment [in the world-renowned Rockefeller Center]

About Citrin Cooperman:

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

The salary range is $130,000 to $220,000 plus may be eligible for an annual discretionary bonus. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.