Citrin Cooperman

Director

• 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

Director – Audit & Attest

• Generating and identifying opportunities for new business; track record of networking, thought leadership, conferences, etc.
• Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively.
• Contribute to a strong client relationship through positive interactions and consulting with client personnel and client.
• 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 as needed.
• Identify and act as co-lead with Partner for client onboarding; function as Partner on certain accounts.
• Recognized role as a mentor and leader within the group.
• 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 that arise in conjunction with clients’ matters.
• Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
• Investment analysis & life planning.

Director – Film/TV, Business Management & Family Office

Machine Learning Engineer

• Design and build automated deployment pipelines specifically for generative AI applications
• Ensure that updates can be safely promoted across environments (Dev, Test, Prod)
• Deploy and manage the infrastructure required for continuous AI evaluation
• Instrument AI applications to capture deep operational metrics
• Implement version control for prompts and model configurations
• Integrate input/output guardrails into the application flow to automatically block prompt injection attacks, PII leakage, or off-topic responses
• Actively monitor the financial footprint of AI solutions

Senior MLOps/LLMOps Engineer, Development

SDET

• Design and execute rigorous migration testing from legacy SQL Servers and SaaS providers
• Develop and implement automated testing frameworks
• Test the logic of Azure Data Factory pipelines and Fabric notebooks
• Embed automated test scripts into Azure DevOps/GitHub Actions pipelines
• Partner with DBAs and Cloud Engineers to simulate heavy query loads
• Configure alerting thresholds for data anomalies

Staff Data Quality & Test Engineer – Development

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

• 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

• 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

Citrin Cooperman

Director – Audit & Attest

Director – Film/TV, Business Management & Family Office

Senior MLOps/LLMOps Engineer, Development

Staff Data Quality & Test Engineer – Development

Senior Outsourced Accounting

Senior Business Advisory Solutions

Staff – Commercial Tax Services

Audit Managing Director

Family Office Accountant

Tax Director – Commercial Tax

Audit Director

Tax Director – Commercial Tax

Tax Manager – Commercial Tax

Tax Director – Trust & Estate