Tax Manager – Private Client Services

Citrin Cooperman

Manager in Private Client Services overseeing tax return processes for clients. Review tax returns and provide consulting and compliance in personal and fiduciary income tax.

Posted 6/30/2026full-timeMelville • New Jersey, New York • 🇺🇸 United StatesSeniorLead💰 $100,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Review of tax returns, income tax projections and tax workpapers
Possess strong technical skills in individual and fiduciary income tax, with working knowledge in 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
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 project
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 impacting client

Requirements

What you’ll need

Bachelor’s degree in Accounting required
Masters in Taxation is preferred
CPA preferred
7+ years of progressive public accounting experience
Knowledge of hedge fund and private equity K1s
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

Benefits

Comp & perks

competitive compensation and benefits
flexibility to manage personal and professional life

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Tax Return ReviewIncome Tax ProjectionsTax WorkpapersPartnerships KnowledgeS-Corporations KnowledgeHedge Fund K1sPrivate Equity K1sAnalytical SkillsProject Management SkillsOrganizational Skills

Soft Skills

Effective CommunicationCoachingMentoringProactive Client ServiceRelationship Building

Certifications

Bachelor’s Degree in AccountingMasters in TaxationCPA