Citrin Cooperman

Business Operations

• 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 Technical Accountant – Business Process Outsourcing

• Run the day-to-day financial operations of clients including general ledger, payables, receivables, payroll, collections, and financial reporting
• Monitor team’s use of internal procedures and controls
• Manage both onshore and offshore staff on an ongoing basis
• Assist in the preparation of financial statements in compliance with official guidelines
• Manage communications with various stakeholders
• Handle journal entries, reconciliations, and monthly/annual closing processes
• Assist in the preparation of budgets and forecasts
• Review accounting information to resolve inaccuracies
• Convert customers to new accounting systems
• Advise and assist with technical accounting decisions

Manager – Life Sciences, Business Process Outsourcing

Security Engineer

• Protect the organization's digital assets
• Deploy and manage security technologies like EDR and SIEM
• Lead vulnerability and threat programs
• Conduct threat hunting
• Administer the SIEM platform
• Respond to security incidents
• Manage email security and DLP solutions

Senior Security Engineer, Information Security

• 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

Manager – Commercial Tax Services

• 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 Tax, Commercial Tax

Administrative Assistant

• Design, build, and maintain advanced royalty tracking tools and financial reports
• Design and operate production data pipelines ingesting royalty statements and usage data
• Develop interactive dashboards and automated reporting in Power BI
• Ensure accuracy, consistency, and auditability of royalty data across multiple sources
• Build and maintain API integrations with third‑party platforms
• Automate recurring data ingestion, validation, and reconciliation processes
• Analyze large, complex datasets to identify trends, variances, and anomalies
• Work cross‑functionally with accounting, IT, and client service teams
• Recommend system enhancements and process improvements

Manager, Data Engineering & Analytics – Business Management & Family Office

Manager

• Lead engagement teams in conducting comprehensive audits, reviews, and compilations, including fieldwork, testing, and documentation review
• Identify key audit risk areas, formulate overall audit approaches, and present conclusions to Partners
• Train and mentor team members to ensure high-quality work, streamline processes, and foster professional growth
• Cultivate positive relationships with clients through proactive communication and engagement with client personnel
• Coordinate and communicate with Partners regarding work status and client issues
• Evaluate staff performance and deliver constructive feedback as needed
• Develop budgets and pricing strategies for audit engagements
• Participate in business development activities, including proposal preparation, and networking events, to support the growth and expansion of the firm
• Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices
• Participate in professional development activities to enhance technical skills and knowledge

Manager – Audit & Attest

Accounting Manager

• 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
• Research and facilitate the resolution of issues arising during engagements
• Interact with key client management

Senior Outsourced Accounting

General

• Preparation of tax closings, closing of books, and tax preparation
• Assist with the coordination of planning, fieldwork, and wrap-up
• Work with client accounting records and software including Quickbooks
• Communicate effectively with clients
• Mentor and train lighter level staff

Senior Business Advisory Solutions

• Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual)
• Organizing tax information and assisting with tax notices and examinations
• Assisting with tax audits, perform light research projects and monitor and review financial information
• Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence.
• Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise

Staff – Commercial Tax Services

Director

• Provide timely, high-quality audit/attest services that meet client expectations including coordinating all aspects of audit/attest engagements with a team of professionals
• Manage risk and financial performance of engagements
• Build and manage a portfolio of clients while acting as the point of contact
• Responsible for client billing, collections, and budgeting
• Recruit, develop, motivate, and train our talent

Audit Managing Director

Accountant

• Respond to client inquiries & requests
• Work closely with Partner/Managing Director/Director to resolve issues
• Coordinate with Tax and Royalty Departments as needed
• Manage & Mentor Account Manager
• Provide supervision and oversight
• Review General Ledger & Trial Balance
• Finalize monthly client reporting & meeting packages
• Prepare tax return packages and tax return preparation as needed

Family Office Accountant

• 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

Tax Director – Commercial Tax

• Lead engagement teams in conducting comprehensive audits, reviews, and compilations, including fieldwork, testing, and documentation review.
• Identify key audit risk areas, formulate overall audit approaches, and present conclusions to Partners.
• Train and mentor team members to ensure high-quality work, streamline processes, and foster professional growth.
• Cultivate positive relationships with clients through proactive communication and engagement with client personnel.
• Coordinate and communicate with Partners regarding work status and client issues.
• Evaluate staff performance and deliver constructive feedback as needed.
• Develop budgets and pricing strategies for audit engagements.
• Participate in business development activities, including proposal preparation and networking events.
• Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices.

Audit Director

• 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
• Research and document tax issues and identify planning opportunities
• Oversee and manage the day-to-day needs of your clients and tax return process
• Actively develop new business and expand services to existing clients work
• Participate in industry or service line-related organizations and their events
• Maintain strong relationships with clients
• Coordinates with partner to ensure timeliness and effective communication
• Coaching, mentoring, and training staff
• Maintaining knowledge of new tax issues and business trends