Citrin Cooperman

• 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)
• 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

Tax Manager – Commercial Tax

Business Operations

• Run day-to-day financial operations including ledger and payroll
• Monitor team’s usage of internal procedures
• Manage onshore and offshore staff for transactional activities and analysis
• Assist in preparing financial statements in compliance
• Manage communications with clients and partners
• Review company’s accounting for inaccuracies
• Advise on technical accounting decisions

Manager – Life Science, Business Process Outsourcing

• Plan and supervise assigned engagements
• Acquire a working knowledge of the client’s business
• Review all workpapers
• Review financial statements for accuracy and completeness
• 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

Senior Business Process Outsourcing

• 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

Senior Outsourced Accounting – Financial Services, Business Process Outsourcing

Accounting Manager

• 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

Outsourced Accounting Manager – Life Science

Solutions Engineer

• Detailed Reviewer of Tax Closings, Closing of Books, and tax preparation
• Field client questions and inquiries on all compliance matters such as income tax, franchise tax, sales/use tax, labor, benefits, etc.
• Intermediate tax and accounting research necessary to ensure accurate accounting and tax reporting.
• Developing budgets and pricing, select staff and assign workloads, and prepare reports
• Provide a sense of direction and purpose for staff members, while earning the trust of coworkers and client management
• Oversee, Supervise, and Manage Staff coordinating the day-to-day duties of planning, preparation, review, and wrap-up
• Contribute to a strong client relationship through positive interactions with client personnel
• Provide training, direction, and supervision to staff and senior accountants
• Assess performance of staff and provide appropriate feedback

Manager – Business Advisory Solutions

General

• Preparation of tax closings and tax preparation
• Assist in planning, fieldwork, and wrap-up
• Analyze and review client accounting records
• Perform tax research and resolve accounting issues
• Mentor and train junior staff

Senior Business Advisory Solutions

• Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual)
• 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 the coordination of the day-to-day duties of planning, tax work, and delivery of finished work product
• Able to perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Senior, Commercial Tax Services

Senior – Commercial Tax Services

• 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

Senior Outsourced Accounting – Business Process Outsourcing

Medical Director

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
• Plan, manage, and lead multiple due diligence engagements and service teams
• Act as primary client contact for the duration of the due diligence process
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Analyze historical financial and operating results of target companies, explain business trends, and identify risks
• Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
• Train, develop, and mentor lower-level staff
• Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group’s Best Practices
• Generate new business opportunities for the group and the firm
• Develop proposals, including budgets and scope of work, and present proposals to prospective clients

Director – Healthcare, Transaction Advisory Services

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

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

Citrin Cooperman

Tax Manager – Commercial Tax

Manager – Life Science, Business Process Outsourcing

Senior Business Process Outsourcing

Senior Outsourced Accounting – Financial Services, Business Process Outsourcing

Outsourced Accounting Manager – Life Science

Manager – Business Advisory Solutions

Senior Business Advisory Solutions

Senior, Commercial Tax Services

Senior – Commercial Tax Services

Manager – Business Advisory Solutions

Senior Outsourced Accounting – Business Process Outsourcing

Director – Healthcare, Transaction Advisory Services

Business Development Director – Sales

Audit Intern, Winter Internship 2027

Audit Intern, Winter Internship 2027