C
Director - Commercial Tax Services (52929)
Citrin Cooperman
New York · NY · us
Full-time
120,000 – 240,000 USD
23h ago
79%
Strong
Job description
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! Citrin Cooperman is seeking an experienced Director to join its Tax Practice to lead complex partnership tax and advisory engagements for middle-market and closely held businesses. This individual will serve as a technical leader, client advisor, and engagement executive responsible for delivering high-quality tax compliance, consulting, and strategic advisory services. The ideal candidate will possess advanced expertise in partnership taxation and experience advising clients on complex ownership structures, business transactions, compensation arrangements, and organizational planning initiatives. In addition to providing technical leadership, the Director will play a key role in client relationship management, staff development, practice growth, and business development activities. This position offers significant opportunities to work with sophisticated business structures, family-owned businesses, private equity-backed organizations, and other complex pass-through entities. Primary Responsibilities Real Estate Tax Leadership Lead and oversee complex real estate partnership tax engagements. Review partnership tax returns, workpapers, and related tax filings. Review and consult on individual and trust income tax returns. Provide technical leadership on: IRC Section 704 allocations Partner capital account maintenance Multi-tier partnership structures Partnership merger and restructuring transactions, including 1031 exchanges. Section 754 elections and basis adjustments Ownership changes and equity transactions Partnership tax planning strategies Serve as a technical resource to engagement teams and clients on complex partnership tax matters. Tax Advisory and Consulting Services Advise clients on complex tax and business planning matters. Assist with: Equity and ownership structure modeling Business restructuring initiatives Organizational and entity planning Tax planning for family members Tax-efficient operating structures Succession planning discussions Transaction-related tax planning Financial and operational consulting engagements Collaborate with clients and firm leadership to develop practical solutions to business and tax challenges. Client Relationship Management Serve as a trusted advisor for key client relationships. Participate in client planning meetings and strategic discussions. Identify opportunities to expand services and deepen client relationships. Deliver proactive client service and strategic guidance. Manage engagement profitability, budgeting, timelines, and staffing. Business Development Participate in proposal preparation and prospect meetings. Assist partners in pursuing new client opportunities. Build relationships with referral sources and centers of influence. Support practice growth initiatives. Identify opportunities for cross-selling additional service offerings. Team Leadership and Development Mentor and develop managers, seniors, and staff. Review technical work and provide coaching. Participate in recruiting and talent development activities. Assist in developing training materials and technical resources. Promote collaboration across service lines and offices
Required Qualifications CPA required. Bachelor's degree in Accounting or related field. 10+ years of public accounting experience. Significant experience in partnership taxation. Demonstrated expertise with: IRC Section 704 allocations Complex partnership structures Pass-through entity taxation Individual taxation Partnership tax planning and consulting Multi-state tax considerations Strong client management and leadership skills. Excellent written and verbal communication abilities. Experience supervising and developing professional staff. Preferred Qualifications CPA license required. Bachelor's degree in Accounting, Taxation, or related field. Experience serving private equity-backed businesses. Experience with multi-entity organizational structures. Experience with complex ownership and capital structures. Exposure to compensation consulting, ownership modeling, or organizational planning engagements. Demonstrated business development experience. Experience managing large, multi-disciplinary engagements.