Senior Tax Consultant – Private Client Services

Citrin Cooperman

. Prepare federal and state returns, extensions, and quarterly projections, primarily for high-net-worth individuals, trusts, and affiliated entities .

Posted 9/30/2026full-timeDurham • North Carolina • United StatesSenior💰 $70,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates advanced knowledge of federal and state tax laws, with a focus on individual, trust, gifts, partnership, and corporate taxation. Proven ability to prepare tax returns, provide mentorship, and deliver high-quality client service in a collaborative environment.

Highest-signal resume keywords

Advanced Knowledge Of Federal And State Tax LawsTax Return PreparationClient Services SkillsMentoring And TrainingProject Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Tax ResearchTax ComplianceTax PlanningFederal TaxationState TaxationTrust TaxationCorporate TaxationPartnership TaxationGift Taxation

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationAnalytical SkillsOrganizational SkillsTeam Collaboration

Tools & Technologies

CCH AxcessSureprepXCMCaseware

Certifications & Qualifications

CPACPA Eligible

Industry Keywords

Public AccountingHigh-Net-Worth IndividualsTrustsAffiliated Entities

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree required
Master’s in taxation preferred
3–5 years of professional experience, preferably in a mid-size public accounting firm
Advanced knowledge of federal and state tax laws covering individual, trust, gifts, partnership, and corporate taxation
CPA or CPA eligible preferred
Excellent written and verbal communication skills
Strong client services skills
Highly motivated and able to work individually and in a team setting
Outstanding analytical, organizational, and project management skills
Knowledge of CCH Axcess, Sureprep, XCM, and Caseware is a plus

Benefits

Comp & perks

Competitive compensation and benefits
Flexible work arrangements to manage personal and professional life
Professional development support
Collaborative and innovative work environment