Citrin Cooperman

Business Development Rep

• Own the full sales cycle—from prospecting and qualification to proposal and close—for new client acquisition
• Sell Microsoft cloud solutions (Dynamics 365, Power Platform, Microsoft 365, Azure, Security) and implementation services
• Build and maintain strong relationships with Microsoft’s internal sales teams
• Source opportunities through conferences, field marketing events, cross-selling to existing clients
• Target C-suite executives (primarily CFOs, CIOs, and CTOs)
• Articulate Microsoft’s value in ERP, CRM, security, AI, analytics, and cloud modernization
• Collaborate with internal technology experts and service line leaders to create high-impact proposals and contracts

Business Development Director – Sales

Business Operations

• Plan and supervise assigned engagements
• Acquire a working knowledge of the client’s business
• Review all workpapers
• Review financial statements for accuracy and completeness, including note disclosures
• Analyze balance sheet accounts and prepare reconciliations
• Perform daily posting of cash transactions and ensure cash reconciliations are timely
• Perform periodic internal audits on specific activity to ensure compliance with internal controls
• Research and facilitate the resolution of issues arising during engagements
• Interact with key client management to gather information, resolve problems and make recommendations for business and process improvements.
• Active involvement in professional development of staff
• Prepare staff evaluations

Manager – Business Process Outsourcing

Director

• Lead engagement teams in conducting comprehensive audits, reviews, and compilations, including fieldwork, testing, and documentation review
• Identify key audit risk areas, formulate overall audit approaches, and present conclusions to Partners
• Train and mentor team members to ensure high-quality work, streamline processes, and foster professional growth
• Cultivate positive relationships with clients through proactive communication and engagement with client personnel
• Coordinate and communicate with Partners regarding work status and client issues
• Evaluate staff performance and deliver constructive feedback as needed
• Develop budgets and pricing strategies for audit engagements
• Participate in business development activities, including proposal preparation, and networking events, to support the growth and expansion of the firm
• Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices
• Participate in professional development activities to enhance technical skills and knowledge

Director – Audit & Attest

• Preparing tax returns and tax extensions
• Organizing tax information
• Assisting with tax notices and examinations
• Maintain working knowledge of tax preparation software used in office
• Various administrative tasks, as needed

Tax Intern, Winter Internship 2027

General

• Provide and organize financial information
• Prepare tax extensions, account analysis and reconciliations
• Maintain accounting records
• Various administrative tasks, as needed

Audit Intern, Winter Internship 2027

Manager

• overall project lead and facilitator relative to solution design, delivery and execution
• design and architect solutions based on requirements and business models
• gather client requirements and document functional specifications
• apply standardized and consistent project delivery methods across all projects assigned
• drive utilization of project team members by directing work and resource planning to meet project profitability goals
• understand and configure various modules within NetSuite
• draft and manage data migration plans/tasks moving master records, activity and balances from legacy to current NetSuite solution
• complete project tasks as assigned, on time and within budget
• perform assessment of existing NetSuite solutions, recognize opportunity for optimization and provide associated recommendations, roadmap and estimated effort
• lead client status meetings in conjunction with project managers providing regular project updates
• involved in business development and pre-sales activities such as soliciting high-level solution requirements, business application demonstrations, proposal development, and drafting project plans with scope, associated assumptions and estimated effort
• participate in candidate screening and interviewing process

NetSuite Delivery Manager

Technical Product Manager

• Lead and execute software development initiatives
• Own technical solutions, development, and capabilities
• Create a culture of continuous improvement
• Manage development escalations and blockers
• Ensure compliance with regulatory, risk, security, and financial standards
• Manage vendor relationships ensuring timelines and quality of deliverables

Director – Technical Product Owner, App Development Leader

Software Engineer

• Lead and execute software development initiatives for the firm
• Regularly deliver features in an agile way, delivering against business outcomes
• Create a culture of continuous improvement championing the use of automation, metrics, and AI to create efficiency and enhance business intelligence
• Maturing SDLC processes and controls in the organization
• Manage development escalations and blockers ensuring alignment of solutions with corporate priorities
• Ensure compliance with regulatory, risk, and financial standards
• Ensure projects are compliant with data integrity, enterprise architecture, and security standards and policies
• Manage vendor relationships ensuring top talent is allocated to the firm

Managing Director – Head of Software Development

• Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises, including family offices, trusts, privately held businesses and investment vehicles
• Provide comprehensive tax advice and solutions that consider income, estate and gift tax implications throughout the chain of ownership
• Possess strong technical skills in individual and trust income, estate and gift tax, with working knowledge in corporations and partnerships
• Responsible for being the lead of the engagement team, and responsible for having direct contact with clients and managing all aspects of client accounts
• Provide effective consulting, planning and compliance advice for your clients
• Research and document tax issues and identify planning opportunities
• Provide thought leadership on issues critical to global private clients
• Work to expand client base and display strong business development abilities
• Mentor, train and supervise staff

Tax Managing Director – Ultra HNW, Global PCS

• Prepares federal and state tax returns, extensions, and quarterly projections for various clients
• Organizing tax information and assisting with tax notices and examinations
• Assisting with tax audits, perform light research projects and monitor and review financial information
• Communicate with Senior and/or Manager on work status and client issues
• Collaborating with other tax professionals within the firm
• Participating in training programs and professional development activities

Tax Experienced Staff – Commercial Tax

• Oversee team responsible for firmwide engagement letter delivery.
• Define, document, and continuously improve the engagement letter process.
• Ensure engagement letters align with firm policies and regulatory requirements.
• Maintain standard engagement letter templates and clause libraries.
• Serve as the central point of coordination across various departments.
• Establish intake standards and triage non-standard terms for review.
• Own the configuration and adoption of AI enabled software for engagement letters.
• Implement checkpoints to ensure accuracy of engagement documentation.
• Develop training materials and deliver sessions for partners and teams.
• Track and report key KPIs related to engagement letters.

Manager, Business Operations Program

• Run the day-to-day financial operations of clients
• Monitor team’s usage of internal procedures
• Manage onshore and offshore staff
• Assist in the preparation of financial statements
• Manage communications with stakeholders
• Review and resolve inaccuracies in accounting information
• Advise on technical accounting decisions
• Encourage ongoing improvement of internal operations

Manager – Auto Dealership Services, Business Process Outsourcing

Machine Learning Engineer

• Design and build automated deployment pipelines specifically for generative AI applications
• Ensure that updates can be safely promoted across environments (Dev, Test, Prod)
• Deploy and manage the infrastructure required for continuous AI evaluation
• Instrument AI applications to capture deep operational metrics
• Implement version control for prompts and model configurations
• Integrate input/output guardrails into the application flow to automatically block prompt injection attacks, PII leakage, or off-topic responses
• Actively monitor the financial footprint of AI solutions

Senior MLOps/LLMOps Engineer, Development

SDET

• Design and execute rigorous migration testing from legacy SQL Servers and SaaS providers
• Develop and implement automated testing frameworks
• Test the logic of Azure Data Factory pipelines and Fabric notebooks
• Embed automated test scripts into Azure DevOps/GitHub Actions pipelines
• Partner with DBAs and Cloud Engineers to simulate heavy query loads
• Configure alerting thresholds for data anomalies

Business Development Director – Sales

Manager – Business Process Outsourcing

Director – Audit & Attest

Tax Intern, Winter Internship 2027

Audit Intern, Winter Internship 2027

Audit Intern, Winter Internship 2027

NetSuite Delivery Manager

Director – Technical Product Owner, App Development Leader

Managing Director – Head of Software Development

Tax Managing Director – Ultra HNW, Global PCS

Tax Experienced Staff – Commercial Tax

Manager, Business Operations Program

Manager – Auto Dealership Services, Business Process Outsourcing

Senior MLOps/LLMOps Engineer, Development

Staff Data Quality & Test Engineer – Development