Tax Manager - Financial Services

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!  

We are seeking a Tax Manager for our Financial Services practice within the Tax Department. As a Tax Manager, you will be responsible for: 

• Review tax returns, tax projections, and tax workpapers for financial services clients (e.g. private equity funds, FoF, portfolio companies/management companies, hedge funds, corporate blockers, broker-dealers) 
• Possess strong tax knowledge and experience with complex partnerships and corporations
• 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

• Bachelor’s degree in Accounting required; Masters in Taxation preferred
• CPA or EA preferred
• 7+ years of progressive public accounting experience with proven expertise in the financial services industry (e.g. private equity funds, FoF, hedge funds, corporate blockers, broker-dealers) 
• Excellent written and verbal communication skills 
• Capable of managing multiple client engagements 
• A track record of building and sustaining client relationships and high quality client service
• Outstanding analytical, organizational and project management skills 
• Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office