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SalaryCitrin Cooperman is one of the largest accounting and consulting firm in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!
We are looking for a Trust & Estate Director to join our Tax Department in our National Tax Office. As a T&E Tax Director, you will be responsible for providing exceptional client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
- 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.
Qualifications:
- 10+ years of public accounting experience in the areas of Estate Tax, fiduciary income tax, estate planning, and trust administration
- CPA license or JD required.
- A high level of technical tax expertise, tax research skills and experience reviewing complex estate and gift tax returns.
- Possess a general understanding of entity taxation including partnerships and S-corporations.
- Review of fiduciary accountings a plus.
- Experience with international estate planning and foreign trusts a plus.
- IRS audit experience a plus.
- Excellent written and verbal communication skills.
- Ability to work as part of a team, acting as a mentor for junior staff and managing projects effectively across offices.
- Energetic with a team-oriented mindset.
What we offer:
- Competitive Base Salary and annual performance-based bonuses.
- Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives.
- Employer contribution to Life Insurance, and 401(k) plan.
- Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
- Customized learning and development opportunities and continuing professional education both in-house and virtually.
- Hybrid, flex, and remote work opportunities available
- Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution.
- Modern, high-tech work environment.
About Citrin Cooperman
Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 400 partners and over 2500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
For positions in New York City and California, the salary range is $150,000- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
