Citrin Cooperman

Director – Commercial Tax Services

Citrin Cooperman
Posted 10/20/2026full-timeUnited StatesLead💰 $120,000 - $240,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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

Demonstrates extensive expertise in partnership taxation, including IRC Section 704 allocations and complex partnership structures, while providing strategic tax planning and consulting for clients. Proven ability to manage client relationships, lead teams, and drive business development initiatives.

Highest-signal resume keywords
CPA LicensePartnership Taxation ExpertiseClient Management SkillsBusiness Development ExperienceLeadership and Staff Development

About the role

Key responsibilities & impact
  • 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 partnership allocations, capital accounts, multi-tier structures, mergers, restructurings, Section 754 elections, basis adjustments, ownership changes, equity transactions, and tax planning
  • Serve as a technical resource to engagement teams and clients on complex partnership tax matters
  • Advise clients on complex tax and business planning matters
  • Assist with equity and ownership structure modeling, business restructuring, organizational and entity planning, family tax planning, succession planning, transaction-related tax planning, and consulting engagements
  • Collaborate with clients and firm leadership to develop practical solutions
  • 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
  • Manage engagement profitability, budgets, timelines, and staffing
  • 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 and cross-selling initiatives
  • Mentor and develop managers, seniors, and staff
  • Review technical work and provide coaching
  • Participate in recruiting and talent development
  • Assist in developing training materials and technical resources
  • Promote collaboration across service lines and offices

Requirements

What you’ll need
  • 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
  • Demonstrated expertise with complex partnership structures
  • Demonstrated expertise with pass-through entity taxation
  • Demonstrated expertise with individual taxation
  • Demonstrated expertise with partnership tax planning and consulting
  • Demonstrated expertise with multi-state tax considerations
  • Strong client management and leadership skills
  • Excellent written and verbal communication abilities
  • Experience supervising and developing professional staff
  • CPA license required
  • 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

Benefits

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

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
Partnership Tax Returns ReviewTax Planning and ConsultingMulti-State Tax ConsiderationsComplex Ownership StructuresEquity TransactionsMergers and RestructuringsSection 754 ElectionsPass-Through Entity TaxationIndividual TaxationPartnership Allocations
Soft Skills
Excellent Communication AbilitiesClient Relationship BuildingMentoring and CoachingCollaborationStrategic Thinking
Certifications & Qualifications
CPA
Industry Keywords
Public AccountingPrivate Equity-Backed BusinessesMulti-Entity Organizational StructuresSuccession PlanningFamily Tax Planning