Tax Director – Global PCS

Citrin Cooperman

. Serve as the primary tax leader for strategic alliance relationships with wealth management organizations .

Posted 10/8/2026full-timeRemote • 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 extensive expertise in tax strategy and compliance for high-net-worth individuals and businesses, with a strong focus on leveraging technology and innovative solutions to enhance service delivery. Proven ability to lead and mentor teams while managing complex tax engagements and client relationships.

Highest-signal resume keywords

10+ Years Public Accounting Experience5+ Years Supervisory ExperienceCPA, JD, Or EA LicenseBroad Tax Technical KnowledgeExperience Representing Clients Before IRS

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax StrategyTax Return PreparationTax PlanningFiduciary Tax MattersBusiness Tax MattersProject ManagementWorkflow AutomationDigital Service DeliveryAnalytical SkillsRelationship Management

Soft Skills

Exceptional CommunicationInterpersonal SkillsOrganizational SkillsMentoringTeam Leadership

Tools & Technologies

CCH AxcessSurePrepBNA Income Tax PlannerCCH AnswerConnectRIA CheckpointXCMMicrosoft OfficeAI-Enabled Solutions

Certifications & Qualifications

CPAJDEAMasters of TaxLLM

Industry Keywords

High-Net-Worth IndividualsWealth ManagementTax ComplianceEstate PlanningCharitable EntitiesPublic AccountingTop 25 Accounting Firm Experience

About the role

Key responsibilities & impact

Serve as the primary tax leader for strategic alliance relationships with wealth management organizations
Lead tax services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses
Own tax strategy, delivery, and review of complex individual, fiduciary, and business tax returns
Ensure engagements are technically sound, appropriately staffed, timely, and aligned with clients' tax, estate, and wealth planning objectives
Manage relationships with wealth management professionals and clients as a trusted advisor
Coordinate communications and provide tax perspectives on planning opportunities
Lead, develop, and mentor tax professionals
Delegate work and build team capabilities for increasingly complex engagements
Identify and drive tax planning and advisory opportunities
Oversee engagement staffing, workflow, and delivery using onshore/offshore resources, automation, and AI-assisted tools
Collaborate across tax, accounting, bookkeeping, and advisory service lines
Contribute to alliance and tax practice growth, service enhancement, talent development, and operational improvements
Champion automation, AI-enabled solutions, and innovative service delivery models
Maintain alignment with firm standards, policies, methodologies, technology initiatives, and strategic priorities
Bridge the Strategic Alliance and broader Tax Practice

Requirements

What you’ll need

10+ years of public accounting experience
5+ years of supervisory experience
CPA, JD, or EA license required
Broad tax technical knowledge across high-net-worth individuals and business tax matters
Experience representing clients before the IRS and state agencies
Proficiency with CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office
Experience leading teams and engagements using technology-enabled tax platforms, workflow automation tools, digital service delivery models, and innovative solutions
Ability to champion emerging technologies, including AI-enabled solutions
Strong analytical, organizational, and project management skills
Exceptional communication, interpersonal, and relationship management skills
Masters of Tax or LLM preferred
Top 25 accounting firm experience preferred

Benefits

Comp & perks

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