International Private Client Tax Manager
: Job Details :


International Private Client Tax Manager

Citrin Cooperman

Location: Melville,NY, USA

Date: 2024-12-15T08:51:15Z

Job Description:

Citrin Cooperman & Co. LLP is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

The International Tax Practice specializes in international tax planning, tax controversy and disclosure, tax return review, and related consulting services for U.S. and non-U.S individuals and companies. We are seeking a highly motivated individual to join our firm's International Tax Practice who will focus on providing an array of private client services.

Responsibilities include, but are not limited to:

* Advanced inbound and outbound tax return review for individuals and trusts with a focus on international information returns.

* Advise individuals, their families and works closely with their global advisors on tax planning decisions including income tax treaty planning for cross-border transactions and U.S. estate and gift tax planning and foreign trust planning.

* Research and drafts memoranda on various international tax matters.

* Reviews complex quantitative analyses, modeling and projections.

* Interacts and coordinates with managers, directors, partners, and clients to ensure timeliness and effective communication on an engagement.

* Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.

* Exhibits exceptional client relationship management and client service skills.

Position Requirements:

* 4+ years of international taxation with a focus on high-net-worth individuals, families, and closely held businesses, some familiarity with foreign trust issues is a plus.

* Bachelor's degree from an accredited college/university; licensed CPA or member of state Bar; Masters in Taxation, JD, and/or LL.M (with a concentration in tax) preferred.

* Experience reviewing complex legal documents for tax issues, including, but not limited to, trust deeds, shareholder agreements, operating agreements, and purchase agreements.

* Technical understanding of the taxation of CFCs, PFICs, foreign partnerships, and foreign tax credit rules.

* Familiarity with IRS Forms 5471, 8865, 8858, 926, 8621, 8938, 3520, and 3520-A.

* Ability to navigate the United States Internal Revenue Code, Treasury Regulations, treaties, jurisprudential and administrative guidance when confronted with novel international tax issues.

* Develop and train new and experienced staff.

* Responsive to clients and comfortability being involved with client calls and meetings.

* Strong research and writing, Excel modeling, and verbal communication skills.

* Strong analytical, organizational and project management skills.

* Desire to be part of a dynamic team focused on delivering timely and technically sound results for clients while minimizing risk to the firm.

* Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

About Citrin Cooperman

Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 400 partners and over 2,500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

For positions in New York City and California, the salary range is $135,000 -- $180,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Apply Now!

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