Citrin Cooperman

• Prepare federal and state tax returns, extensions, and quarterly projections for C-Corporations, S-Corporations, partnerships, and individuals
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with coordinating day-to-day planning, tax work, and delivery of finished work products
• Perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Senior Tax – Commercial Tax

• Prepare federal and state tax returns, extensions, and quarterly projections for C-Corporation, S-Corporation, partnership, and individual clients
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with coordinating day-to-day planning, tax work, and delivery of finished work products
• Perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Tax Senior – Commercial Tax

• Prepare tax closings, close books, and prepare tax returns
• Assist with coordinating planning, fieldwork, and wrap-up activities
• Research accounting issues and perform tax research to resolve issues
• Report temporary and permanent book/tax differences
• Handle miscellaneous tax filings, including sales tax, payroll tax returns, and 1099s
• Analyze and review client accounting records and financial statements
• Work with client accounting records and software, including QuickBooks
• Review and verify journal-entry accuracy and accounting classifications
• Communicate with clients and build strong client relationships
• Mentor and train junior staff
• Communicate work status and client issues to the Manager and/or Director

Senior Tax Consultant – Business Advisory Solutions

• Prepare and review tax returns, extensions, and projections for C-Corporation, S-Corporation, partnership, and individual clients
• Apply federal and state tax law
• Perform tax research to resolve issues
• Maintain frequent client contact and manage day-to-day client relationship issues
• Communicate engagement needs and client needs effectively
• Proactively ensure the Manager, Director, or Partner is apprised of issues
• Train, develop, and mentor junior staff
• Build an internal and external network
• Participate in firm business development opportunities

Supervisor – Commercial Tax Services

Application Engineer

• Strengthen the security posture of applications and cloud infrastructure
• Design, implement, and operate security tooling across the software development lifecycle
• Champion a security-first culture across engineering teams
• Integrate security controls into the developer workflow, including SAST, DAST, SCA, secrets scanning, and IaC scanning
• Partner with development teams to remediate vulnerabilities and provide secure coding guidance and training
• Build self-service security tooling and repeatable security design patterns
• Design and implement security controls across Azure workloads
• Establish and enforce cloud security posture standards
• Detect anomalies, investigate alerts, and respond to evolving threats
• Lead threat modeling exercises

Senior Application Security Engineer

• Review of tax returns, tax workpapers and tax projections
• Possess strong technical skills in partnerships, C-corporations and S-corporations
• Provide effective consulting, planning and compliance for your clients
• Perform tax research to resolve issues
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
• Work to expand client base and supports business development activities
• Participate in industry or service line-related organizations
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinates with partner to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring, and training staff
• Maintaining knowledge of new tax issues and general business trends that affect the client

Director – Commercial Tax Services

Director

• Supervise complex estate and high net worth consulting engagements
• Analysis of tax and practical implications of estate plans and trust documents
• Provide effective consulting and planning for high-net-worth individuals
• Supervise complex estate and trust administration
• QC of complex gift and estate tax returns
• Perform tax research to resolve trust and estate issues
• Prepare thought leadership
• Assist with practice and procedures development and learning

Director – Trusts & Estates

• Supervise complex estate and high net worth consulting engagements
• Analysis of tax and practical implications of estate plans and trust documents
• Provide effective consulting and planning for high-net-worth individuals
• Supervise complex estate and trust administration
• QC of complex gift and estate tax returns
• Perform tax research to resolve trust and estate issues
• Maintain knowledge of new tax issues and general business trends that affect clients
• Prepare thought leadership ready for external and internal circulation
• Assist with development and refinement of practice and procedures for Trust & Estate Practice
• Assist with learning and development as a course developer and presenter

Analyst

• Working with a team to perform forensic accounting, internal investigations, damage calculations, and other consulting matters
• Manage the production and analysis of large data sets
• Maintain direct client interaction allowing for exceptional client service
• Assisting in preparing reports and presenting results to senior management and board members
• Contributing to the development of proposals, presentations, and publications for clients
• Performing in-depth client, industry, market, and competitor research

Senior Analyst – Forensic, Litigation, & Valuation Services

Manager

• Managing a team of individuals in various engagements, including forensic accounting, fraud investigations, and economic damages in a wide variety of industries.
• Analyzing and synthesizing large data sets.
• Preparing detailed accounting and financial models.
• Understanding complex damage theories and executing analysis.
• Teaching, training and developing staff.
• Preparing detailed analyses and presenting the results in a clear and concise manner to directors/partners and clients.
• Managing an engagement from the planning stage to report execution/testimony.
• Preparing reports and exhibits.

Manager – Valuation and Forensic Services

• Prepares and reviews tax returns, extensions, and projections for various clients (C-Corp, S-Corp, Partnership, Individual)
• Knowledge of Federal and State tax law
• Perform tax research to resolve issues
• Maintain frequent contact with client and handle day-to-day client relationship issues
• Effectively communicates engagement needs to the client and handles day-to-day client needs, proactively ensuring the Manager, Director or Partner is apprised of any issues
• Trains, develops and mentors junior staff
• Takes an active approach to building network (internal and external) and participates in Firm business development opportunities

• Review of tax returns, tax workpapers and tax projections
• Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus)
• Provide effective consulting, planning and compliance for your clients
• Perform tax research to resolve issues
• Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
• Work to expand client base and supports business development activities
• Participate in industry or service line-related organizations
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinates with partner to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring, and training staff
• Maintaining knowledge of new tax issues and general business trends that affect the client

Business Operations

• Maintain accurate books and records for multiple small to mid-sized clients
• Record daily financial transactions and perform timely cash postings and reconciliations
• Manage accounts payable and accounts receivable
• Prepare and reconcile general ledger and balance sheet and P&L accounts
• Ensure compliance with tax regulations and prepare required payroll and tax filings

AP Specialist – Business Process Outsourcing

• Review tax returns, tax projections, and tax workpapers
• Possess strong tax knowledge and experience in S Corps, Partnerships, etc. (knowledge of individual taxation a plus)
• C-corp and provision experience
• Provide effective consulting, planning and compliance for your clients
• Oversee and manage the day to day needs of your 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 to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and training staff
• Maintaining knowledge of new tax issues and general business trends that affect the client

Manager – Commercial Tax Services

• Managing a team of individuals in various engagements, including forensic accounting, fraud investigations, and economic damages in a wide variety of industries.
• Analyzing and synthesizing large data sets.
• Preparing detailed accounting and financial models.
• Understanding complex damage theories and executing analysis.
• Teaching, training, and developing staff.
• Preparing detailed analyses and presenting the results in a clear and concise manner to directors/partners and clients.
• Managing an engagement from the planning stage to report execution/testimony.
• Preparing reports and exhibits

Senior Tax – Commercial Tax

Tax Senior – Commercial Tax

Senior Tax Consultant – Business Advisory Solutions

Supervisor – Commercial Tax Services

Senior Application Security Engineer

Director – Commercial Tax Services

Director – Trusts & Estates

Director – Trusts & Estates

Senior Analyst – Forensic, Litigation, & Valuation Services

Manager – Valuation and Forensic Services

Supervisor – Commercial Tax Services

Director – Commercial Tax Services

AP Specialist – Business Process Outsourcing

Manager – Commercial Tax Services

Director, Music & Entertainment Valuation