Citrin Cooperman

Manager

• overall project lead and facilitator relative to solution design, delivery and execution
• design and architect solutions based on requirements and business models
• gather client requirements and document functional specifications
• apply standardized and consistent project delivery methods across all projects assigned
• drive utilization of project team members by directing work and resource planning to meet project profitability goals
• understand and configure various modules within NetSuite
• draft and manage data migration plans/tasks moving master records, activity and balances from legacy to current NetSuite solution
• complete project tasks as assigned, on time and within budget
• perform assessment of existing NetSuite solutions, recognize opportunity for optimization and provide associated recommendations, roadmap and estimated effort
• lead client status meetings in conjunction with project managers providing regular project updates
• involved in business development and pre-sales activities such as soliciting high-level solution requirements, business application demonstrations, proposal development, and drafting project plans with scope, associated assumptions and estimated effort
• participate in candidate screening and interviewing process

NetSuite Delivery Manager

Technical Product Manager

• Lead and execute software development initiatives
• Own technical solutions, development, and capabilities
• Create a culture of continuous improvement
• Manage development escalations and blockers
• Ensure compliance with regulatory, risk, security, and financial standards
• Manage vendor relationships ensuring timelines and quality of deliverables

Director – Technical Product Owner, App Development Leader

Software Engineer

• Lead and execute software development initiatives for the firm
• Regularly deliver features in an agile way, delivering against business outcomes
• Create a culture of continuous improvement championing the use of automation, metrics, and AI to create efficiency and enhance business intelligence
• Maturing SDLC processes and controls in the organization
• Manage development escalations and blockers ensuring alignment of solutions with corporate priorities
• Ensure compliance with regulatory, risk, and financial standards
• Ensure projects are compliant with data integrity, enterprise architecture, and security standards and policies
• Manage vendor relationships ensuring top talent is allocated to the firm

Managing Director – Head of Software Development

• 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

Tax Managing Director – Ultra HNW, Global PCS

• Prepares federal and state tax returns, extensions, and quarterly projections for various clients
• Organizing tax information and assisting with tax notices and examinations
• Assisting with tax audits, perform light research projects and monitor and review financial information
• Communicate with Senior and/or Manager on work status and client issues
• Collaborating with other tax professionals within the firm
• Participating in training programs and professional development activities

Tax Experienced Staff – Commercial Tax

Business Operations

• Oversee team responsible for firmwide engagement letter delivery.
• Define, document, and continuously improve the engagement letter process.
• Ensure engagement letters align with firm policies and regulatory requirements.
• Maintain standard engagement letter templates and clause libraries.
• Serve as the central point of coordination across various departments.
• Establish intake standards and triage non-standard terms for review.
• Own the configuration and adoption of AI enabled software for engagement letters.
• Implement checkpoints to ensure accuracy of engagement documentation.
• Develop training materials and deliver sessions for partners and teams.
• Track and report key KPIs related to engagement letters.

Manager, Business Operations Program

• Run the day-to-day financial operations of clients
• Monitor team’s usage of internal procedures
• Manage onshore and offshore staff
• Assist in the preparation of financial statements
• Manage communications with stakeholders
• Review and resolve inaccuracies in accounting information
• Advise on technical accounting decisions
• Encourage ongoing improvement of internal operations

Manager – Auto Dealership Services, Business Process Outsourcing

Administrative Assistant

• Generate and identify opportunities for new business
• Maintain active communication with clients
• Contribute to a strong client relationship
• Negotiate the purchase, financing, and monitoring of major assets
• Multi-jurisdictional planning in accordance with SALT and International tax groups
• Ensure staffing & coverage needs are met
• Identify and act as co-lead with Partner for client onboarding
• Manage & mentor with team
• Final review bonus payrolls to officers from loan out entities
• Manage planning and execution of multiple engagement(s)/client(s)
• Recognize income, gift, estate tax issues

Manager – Business Management, Family Office

• 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

• 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

• 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