Citrin Cooperman

Recruitment

• Lead the coordination of complex interview schedules for partner and experienced hire roles
• Serve as the primary point of contact for managing and optimizing interview logistics, including virtual and in-person interviews across different time zones and locations
• Proactively troubleshoot scheduling challenges, adjusting timelines and resources as needed to ensure an efficient interview experience
• Maintain ongoing communication with candidates throughout the recruitment process, providing updates and a high-touch experience, especially for partner and other senior-level candidates
• Manage the new hire onboarding and background check process for experienced, entry level and internship candidates in conjunction with HR partners
• Maintain data integrity in the Applicant Tracking System (ATS) for both requisitions and candidates through regular data audits
• Assist with compiling and analyzing data on key metrics, including candidate pipelines, hiring timelines, and offer acceptance rates, generating reports to assist in tracking the TA team’s hiring progress and challenges
• Assist in creating presentations for team meetings, trainings and other recruiting-related presentations
• Assist in maintaining the talent acquisition team’s SharePoint, which includes team training resources
• Assist in supporting vendor relationships, and contribute to our employer branding content on LinkedIn, Indeed, Glassdoor, Handshake and other recruitment platforms
• Assist in managing the calendar and travel for the Talent Acquisition Leader

Senior Talent Acquisition Coordinator – Contract

Analyst

• Assist with royalty income tracking
• Create databases and summarize statements
• Review, interpret and apply contract terms
• Perform detailed analyses
• Maintain and organize all documents
• Communicate with points of contact at music companies (record labels, publishers, etc.) and other licensees of intellectual property
• Prepare complex artist, producer, publisher, profit participation and mechanical statements
• Prepare complex income allocation schedules
• Prepare complex analytical reports
• Prepare reports for client meetings
• Field internal and external royalty inquiries in a timely and accurate manner
• Comfortably interact with clients through written and spoken communications
• Assist with various types of royalty-related research

Royalty Analyst – Business Management, Family Office

• Manage the preparation and review of partnership tax returns
• Oversee composite elections and extension filings for Partners
• Coordinate income/tax distributions and quarterly estimated tax payments for Partners
• Supervise the preparation of property and sales tax returns
• Assist with cap-table maintenance and investor value statements
• Participate in tax due diligence efforts for investments and transactions
• Oversee state withholding tax and tax distribution true-up calculations
• Respond to tax examinations and notices
• Identify process improvements and implement best practices for compliance and efficiency
• Review NYC commercial rent tax returns and other miscellaneous state/local filings
• Provide guidance and mentorship to team members
• Work with the accounting and payroll teams, and staff from India offices

Internal Tax Manager

Business Operations

• Run the day-to-day financial operations of our clients including the general ledger, payables, receivables, payroll, collections, and financial reporting
• Monitor our team’s usage of our internal procedures, processes, and controls
• Manage both onshore and offshore staff on an ongoing basis as they perform transactional activities, technical accounting activities, and synthesize data into reports or analysis for the clients
• Assist in the preparation of financial statements in compliance with official guidelines and requirements
• Manage communications with vendors, customers, partners, shareholders, banks, and other interested parties for each client
• Manage journal entries, reconciliations, and coordinating the overall effort for the monthly and annual closing processes
• Assist in the preparation of budgets and forecasts
• Review the company’s accounting information to identify and resolve inaccuracies or imbalances
• Convert customers to new accounting systems and perform cleanup activities on clients’ books and records
• Advise and assist with technical accounting decisions
• Develop models and analysis for client requests
• Encourage ongoing improvement of internal operations, taking input from key business stakeholders (or senior staff) and developing process, technology, or structural improvements

Manager – Business Process Outsourcing

Consultant

• Lead client meetings and working sessions to gather business requirements and translate them into technical specifications
• Configure Workiva solutions to support financial reporting, sustainability and GRC automation, including data integration, template development, and workflow setup
• Perform data migration from legacy systems and validate accuracy through testing and reconciliation
• Review and provide quality assurance on deliverables produced by offshore team members
• Support client enablement through training, testing, and adoption activities

Senior Implementation Consultant

Director

• Manage a portfolio of client relationships, ensuring delivery excellence, account growth and long-term strategic alignment
• Oversee end-to-end execution of Workiva implementation projects, ensuring alignment with design, scope and quality standards
• Manage and mentor a team of consultants, including offshore resources, across 10-15 concurrent projects per quarter.
• Collaborate with Workiva Services Engagement Managers to translate strategic business needs into executable technical solutions and scalable architectures.
• Guide solution design and ensure optimal use of Workiva functionalities to automate and streamline client processes.
• Identify and mitigate implementation risks
• Monitor project profitability and resource utilization to meet financial targets.
• Support revenue forecasting, pipeline management, and strategic planning for the Workiva implementation practice
• Lead pre-sales activities including client discovery sessions, proposal development, and scoping of implementation efforts.
• Partner with Workiva sales teams to drive revenue growth and expand client relationships.
• Contribute to the evolution of Citrin Cooperman’s Workiva service offerings, including methodology development, accelerators, and reusable assets.
• Serve as a trusted advisor to clients, advocating for best practices in platform integration and reporting automation.
• Lead recruiting, onboarding, and training initiatives to grow the Workiva Services team, with a focus on Connected Reporting capabilities.
• Develop and implement training programs to accelerate team readiness and delivery excellence.
• Lead the evolution of our offshore delivery model and contribute to continuous improvement initiatives.
• Collaborate with other Citrin Cooperman practices to deliver integrated solutions that span finance, risk and technology.

Implementation Director

• Lead and oversee M&A tax engagements, including but not limited to buy-side and sell-side due diligence, structuring, and post-acquisition integration.
• Advise on transaction structures to optimize tax outcomes for corporate, individual, and partnership stakeholders.
• Provide expert guidance on federal income tax implications of mergers, acquisitions, dispositions, reorganizations, recapitalizations, and restructurings.
• Lead tax due diligence, while identifying opportunities and risks.
• Partner with clients and their finance, legal, and private equity teams to drive deal execution.
• Analyze and review asset purchase agreements, stock purchase agreements, and related transaction documents.
• Manage and mentor a team of tax professionals, while fostering career development and technical excellence.
• Collaborate with firm leaders to develop and expand the M&A tax practice, including but not limited to business development, marketing, and thought leadership initiatives.
• Participate in Partner-level meetings, while contributing to strategic initiatives aimed at client service excellence, growth, and talent development.
• Serve as a firm-wide resource on complex tax matters, including but not limited to Sections 1202, 338(h)(10), 754/743(b), 351, 382, and 355 analyses.

Tax Managing Director – Merger & Acquisition Services

Project Manager

• oversee and manage the planning, execution, and completion of special projects and initiatives
• develop and implement project-specific policies and procedures
• monitor and evaluate the effectiveness of project management processes
• ensure compliance with industry standards and regulations for each project
• work closely with senior leadership and key stakeholders in the Operations group to develop and implement strategic plans for special projects
• analyze and optimize operational processes to meet strategic objectives of initiatives
• forecast project needs and develop plans to address them
• collaborate with various departments to achieve organizational goals specific to projects managed by the Operations team
• manage the project budget and ensure cost-effective operations
• analyze financial data to identify areas for improvement in projects
• ensure all financial objectives of special projects are met
• develop and implement cost-saving strategies for initiatives