Tax Experienced Staff - Private Client Services (51705)

Citrin Cooperman & Company LLP

San Diego, CA

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Auditing, Communication Skills, Corporate Tax, Federal Laws and Regulations, High Net Worth, Multitasking, Presentation/Verbal Skills, Private Client Services, Problem Solving Skills, Project Tracking, Project/Program Management, Public Accounting, State Laws and Regulations, State Tax, Tax Accounting, Tax Regulations, Tax Returns, Team Player, Training Program Development, Writing Skills
LOCATION
San Diego, CA
POSTED
30+ days ago

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 Staff in our Private Client Services (PCS) Department at our San Diego, CA location. As a Staff in PCS, you will be responsible for:

  • Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships
  • 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 that arise
  • 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
  • Bachelor's degree required; master's in taxation preferred
  • Minimum of 2 years of experience in public accounting
  • Minimum 2 years of extensive experience with 1040 prep
  • Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation
  • Be able to apply basic accounting principles to engagements
  • Have excellent written and verbal communication skills
  • Be highly motivated and able to work individually and in a team setting
  • Have outstanding analytical, organizational and project management skills
  • Have the ability to multi-task
  • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus

About the Company

C

Citrin Cooperman & Company LLP