Citrin Cooperman

Consultant

• Deliver client-facing projects focused on data analytics, visualization, engineering, and governance
• Help organizations build strong data foundations to support responsible AI adoption and long-term value creation
• Translate complex business challenges into actionable insights through dashboards, reports, and data models
• Collaborate with cross-functional teams to design and implement scalable data solutions using modern BI and cloud tools
• Support technical pre-sales efforts, including discovery sessions, solution design, and proposal development
• Contribute to internal knowledge sharing, mentoring, and capability development within the Data & AI practice
• Apply data as a tool for impact by connecting analytics to broader business and social outcomes

Senior Consultant – Digital Services

• Review tax returns, extensions, and projections for C-Corp, S-Corp, partnership, and individual clients
• Apply federal and state tax law knowledge
• Perform tax research to resolve issues
• Maintain frequent client contact and manage day-to-day client relationship issues
• Communicate engagement needs and client needs proactively
• Keep the Manager, Director, or Partner apprised of issues
• Train, develop, and mentor junior staff
• Build an internal and external professional network
• Participate in firm business development opportunities

Manager – Commercial Tax Services

• Prepare and review tax returns, extensions, and projections for C-Corp, S-Corp, partnership, and individual clients
• Apply federal and state tax law knowledge
• Conduct tax research to resolve issues
• Maintain frequent client contact and manage day-to-day client relationship issues
• Communicate engagement needs and client needs effectively
• Proactively keep the Manager, Director, or Partner informed of issues
• Train, develop, and mentor junior staff
• Build internal and external networks
• Participate in Firm business development opportunities

Supervisor – Commercial Tax Services

General

• Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers
• Prepare Excel data packs
• Analyze historical financial and operating results of target companies
• Prepare financial models for mergers, acquisitions, and related transactions
• Perform industry research for engagements
• Assist with coordinating day-to-day planning, fieldwork, and wrap-up
• Apply Transaction Advisory Services best practices to ensure consistent quality
• Assist with preparing and redacting Excel data packs and written reports
• Assist with preparing business development materials and support

Transaction Advisory Services Staff

Client Services Representative

• Prepare federal and state returns, extensions, and quarterly projections, primarily for high-net-worth individuals, trusts, and affiliated entities
• Review tax work of staff and interns and provide feedback, training, and mentoring
• Review tax information and coordinate with clients and staff while building relationships
• Assist with coordinating day-to-day planning, tax work, and delivery of finished work product
• Perform tax research and resolve issues
• Identify and communicate tax matters to Managers and Partners

Senior Tax Consultant – Private Client Services

• Gain professional skills and experience through tools and training
• Apply class theory to real-world audit work
• Provide and organize financial information
• Prepare tax extensions, account analysis, and reconciliations
• Maintain accounting records
• Perform various administrative tasks as needed
• Participate in the Winter Internship Program during busy season, usually from early January through April or May

Audit Intern

• Interpret and apply U.S. federal income tax law to M&A transactions
• Partner with senior M&A practice members on technical tax issues involving consolidated returns, partnerships, S-Corporations, LLCs, and LLPs
• Conduct tax research on technical transaction tax issues
• Write technical memoranda and advise clients
• Identify target-company tax risks during tax due diligence and communicate findings
• Review Excel-based transaction tax models to quantify attribute availability, basis step-up, and structural impacts
• Manage project workflow, budgets, collections, and billing
• Provide transaction-structuring advice for sell-side and buy-side transactions
• Develop, motivate, and train staff and manager-level team members

Tax Director – Mergers and Acquisition Services

Business Operations

• Run clients' day-to-day financial operations, including general ledger, payables, payroll, and financial reporting
• Monitor team usage of internal procedures, processes, and controls
• Manage onshore and offshore staff performing transactional and technical accounting activities and preparing client reports or analyses
• Assist with financial statement preparation in compliance with official guidelines and requirements
• Manage communications with vendors, clients, partners, shareholders, banks, and other interested parties
• Manage journal entries and reconciliations and coordinate monthly and annual closing processes
• Assist with budgets and forecasts
• Review accounting information to identify and resolve inaccuracies or imbalances
• Convert customers to new accounting systems and clean up clients' books and records
• Advise and assist with technical accounting decisions
• Develop models and analyses for client requests
• Improve internal operations through process, technology, or structural improvements
• Serve as primary point of contact and manage external audit processes
• Lead the 409(A) valuation process for common stock and advise clients

Outsourced Accounting Manager, Life Science – Business Process Outsourcing

Supervisor

• Conduct audit, review, and compilation procedures, including testing of controls, substantive testing, and analytical procedures
• Evaluate the accuracy and completeness of financial information
• Coordinate day-to-day duties, including planning, fieldwork, and wrap-up
• Apply U.S. GAAP and GAAS knowledge
• Lead and manage audit engagements from planning to completion
• Ensure adherence to timelines, budgets, and quality standards
• Mentor, train, and supervise staff
• Build collaborative and professional relationships with peers, supervisors, and clients
• Stay current with industry developments, regulatory changes, and emerging auditing trends
• Participate in professional development activities

Supervisor – Audit & Attest

• Run the day-to-day financial operations of clients, including general ledger, payables, receivables, payroll, collections, and financial reporting
• Monitor the team’s use of internal procedures, processes, and controls
• Manage onshore and offshore staff performing transactional activities, technical accounting activities, and data synthesis for client reports and analyses
• Assist in preparing financial statements in compliance with official guidelines and requirements
• Manage communications with vendors, customers, partners, shareholders, banks, and other interested parties
• Manage journal entries and reconciliations, coordinating monthly and annual closing processes
• Assist in preparing budgets and forecasts
• Review accounting information to identify and resolve inaccuracies or imbalances
• Convert customers to new accounting systems and perform cleanup activities on client books and records
• Advise and assist with technical accounting decisions
• Develop models and analyses for client requests
• Drive continuous improvement of internal operations by developing process, technology, or structural improvements

Manager – Life Science, Business Process Outsourcing

• Plan and supervise assigned engagements
• Acquire a working knowledge of the client’s business
• Review all workpapers
• Review financial statements for accuracy and completeness, including note disclosures
• 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 to ensure compliance with internal controls
• Research and facilitate resolution of issues arising during engagements
• Interact with key client management to gather information, resolve problems, and recommend business and process improvements
• Participate actively in the professional development of staff
• Prepare staff evaluations

Senior Business Process Outsourcing

• Plan and supervise assigned engagements
• Acquire a working knowledge of the client’s business
• Review all workpapers
• Review financial statements for accuracy and completeness, including note disclosures
• 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 to ensure compliance with internal controls
• Research and facilitate resolution of issues arising during engagements
• Interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements
• Participate actively in the professional development of staff
• Prepare staff evaluations

Senior Business Process Outsourcing, Real Estate

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 firm growth and expansion
• Stay abreast of industry developments, regulatory changes, and emerging auditing trends
• Participate in professional development activities to enhance technical skills and knowledge

Director – Audit & Attest

Full-stack Engineer

• Own complex, cross-system software solutions end to end, from architecture through production and ongoing support
• Design and ship AI and agentic solutions, including LLM-based automation, retrieval, and workflow orchestration
• Set technical standards for architecture patterns, code quality, testing, CI/CD, and documentation
• Partner with functional and product owners to turn business problems into durable solutions
• Ensure builds meet data integrity, enterprise architecture, security, privacy, and regulatory standards
• Operate hands-on across the full stack, combining problem-solving, architecture, and stakeholder translation
• Help build the internal engineering function, shaping practices, architecture, and standards

Senior Lead Software Engineer, Development

Manager

• Conduct buy-side and sell-side financial due diligence for private equity clients and corporate acquirers/sellers
• Plan and manage due diligence engagements on budget
• Act as primary client contact throughout the due diligence process
• Prepare and/or review Excel data packs
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Prepare due diligence reports and client presentations with analyses, findings, and recommendations
• Analyze historical financial and operating results, explain business trends, and identify risks
• Prepare financial models for mergers, acquisitions, and related transactions
• Perform industry research
• Schedule and supervise senior analyst tasks and project assignments
• Mentor, train, and supervise junior staff
• Apply and develop TAS Best Practices
• Develop proposals, including budgets and scope of work, and present them to prospective clients
• Identify and pursue business development opportunities through industry and networking relationships