Tax Managing Director – Ultra HNW, Global PCS

Citrin Cooperman

Managing Director in Global Private Client Services advising ultra-high net worth individuals and their enterprises. Leading tax solutions, client management, and mentorship within a dynamic team environment.

Posted 6/30/2026full-timeMcLean • California, Florida, Illinois, Massachusetts, New York, Ohio, Pennsylvania, Virginia • 🇺🇸 United StatesLead💰 $300,000 - $400,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Have a CPA license or JD
Have a masters of tax or LLM (preferred)
Have 10+ years of public accounting experience, including 5+ years of supervisory experience
Have Big Law or Top 20 accounting firm experience (preferred)
Possess excellent written and verbal communication skills
Possess outstanding analytical, organizational and project management skills
Have a track record of building and sustaining client relationships and high-quality client service
Have experience representing clients in front of the IRS and state agencies
Be highly motivated to succeed and be part of a high-performing team

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

Individual Income TaxTrust Income TaxEstate TaxGift TaxCorporate Tax KnowledgePartnership Tax KnowledgeTax ResearchTax PlanningCompliance AdviceBusiness Development

Soft Skills

Excellent Communication SkillsAnalytical SkillsOrganizational SkillsProject Management SkillsMentoring Skills

Certifications

CPA LicenseJDMasters Of TaxLLM