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Citrin Cooperman

Director – Commercial Tax Services

Citrin Cooperman

. Review tax returns, tax workpapers, and tax projections .

Posted 9/15/2026full-timeDurham • North Carolina • United StatesLead💰 $120,000 - $240,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax consulting, planning, and compliance, with a strong focus on client relationship management and project oversight. Proficient in tax research and analysis, with a commitment to staying updated on tax issues and business trends.

Highest-signal resume keywords
Bachelor's Degree In AccountingCPA Certification10+ Years Of Public Accounting ExperienceStrong Technical Skills In Partnerships, C-Corporations, And S-CorporationsProficient With CCH Axcess, SurePrep, BNA Income Tax Planner

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax Return ReviewTax WorkpapersTax ProjectionsTax ResearchClient Engagement ManagementAnalytical SkillsProject Management SkillsIndividual Taxation Knowledge
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsClient Relationship BuildingCoaching And Mentoring
Tools & Technologies
CCH AxcessSurePrepBNA Income Tax PlannerCCH AnswerConnectRIA CheckpointXCMMicrosoft Office
Certifications & Qualifications
CPAMaster's In Taxation
Industry Keywords
Public AccountingTax ConsultingTax ComplianceBusiness DevelopmentClient Service

About the role

Key responsibilities & impact
  • Review tax returns, tax workpapers, and tax projections
  • Provide consulting, planning, and compliance services for clients
  • Conduct tax research to resolve issues
  • Oversee clients' day-to-day needs and the tax return process
  • Identify and resolve tax issues
  • Expand the client base and support business development activities
  • Participate in industry- or service-line-related organizations
  • Maintain proactive client relationships
  • Coordinate with partners to ensure timely communication and effective project planning
  • Coach, mentor, and train staff
  • Maintain knowledge of new tax issues and business trends affecting clients

Requirements

What you’ll need
  • Bachelor's degree in Accounting required
  • Master's in taxation preferred
  • CPA preferred
  • 10+ years of progressive public accounting experience
  • Strong technical skills in partnerships, C-corporations, and S-corporations
  • Knowledge of individual taxation is a plus
  • Excellent written and verbal communication skills
  • Ability to manage multiple client engagements
  • Track record of building and sustaining client relationships and providing 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

Benefits

Comp & perks
  • Competitive compensation and benefits
  • Flexible work arrangement to manage personal and professional life
  • Professional development support
  • Collaborative and innovative work environment