Tax Senior, Global PCS

Citrin Cooperman

. Prepare, periodically review, and deliver tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses .

Posted 10/8/2026full-timeRemote • 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 expertise in tax compliance and planning for high-net-worth individuals and entities, leveraging technology and AI tools to enhance service delivery. Strong relationship management and project management skills are essential for coordinating engagements and driving client solutions.

Highest-signal resume keywords

Tax ComplianceTax PlanningPublic Accounting ExperienceFederal And State Tax LawsCCH Axcess Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax PlanningPublic AccountingFederal Tax LawsState Tax LawsTrust TaxationGift TaxationPartnership TaxationAnalytical SkillsProject Management

Soft Skills

Communication SkillsInterpersonal SkillsRelationship ManagementOrganizational SkillsAbility To Manage Multiple Priorities

Tools & Technologies

CCH AxcessSureprepBNA Income Tax PlannerCCH AnswerConnectRIA CheckpointXCMMicrosoft Office

Certifications & Qualifications

CPAJDEA Eligible

Industry Keywords

High-Net-Worth IndividualsWealth ManagementCharitable EntitiesClosely Held BusinessesEngagement Execution

About the role

Key responsibilities & impact

Prepare, periodically review, and deliver tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses
Leverage technology-enabled platforms and AI-assisted tools to improve efficiency, accuracy, and service delivery
Ensure work is technically accurate, meets internal service-level expectations, and aligns with clients’ tax and wealth-planning objectives
Build and maintain relationships with wealth-management advisors and clients
Participate in planning discussions and address tax-related inquiries
Coordinate engagement execution with onshore and offshore resources, digital workflows, and automation tools
Own assigned engagements from planning through completion
Partner with tax, accounting, bookkeeping, and advisory professionals to deliver integrated client solutions
Contribute to alliance-practice growth through client service, advisor-relationship expansion, identifying service opportunities, process improvements, and business-development initiatives

Requirements

What you’ll need

3-5+ years of progressive public accounting experience
Bachelor’s degree in accounting required
Master’s in taxation preferred
CPA, JD, or EA eligible preferred
Knowledge of federal and state tax laws, including corporate, individual, trust, gift, and partnership taxation
Exceptional communication, interpersonal, and relationship management skills
Strong analytical, organizational, and project management skills
Ability to manage multiple priorities and drive high-quality results
Proficiency with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, and XCM
Microsoft Office proficiency is a plus

Benefits

Comp & perks

Competitive compensation and benefits
Flexibility to manage your personal and professional life
Professional development support
Technology-enabled workflows, automation, and AI-assisted tools