Class of 2023 - Trusts & Estates Tax Staff

Company: Citrin Cooperman Advisors LLC
Location: Bethesda
Posted on: May 24, 2023

Job Description:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to 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!We are looking for Class of 2023 Trusts & Estates Tax Staff to join our Tax Department in November 2023. As T&E Tax Staff, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.NOTE: This is a hybrid position.Responsibilities:Prepare tax returns, extensions, and projections for returns primarily with complex federal and state individual and fiduciary tax returns, gift tax returns and Estate tax returnsPrepare estate and high net worth consulting engagementsOrganize tax informationAssist with tax notices and examinationsAssist with tax audits, perform light research projects and monitor and review financial informationMaintain working knowledge of tax software used in officeQualifications:Have a bachelor's degree in Accounting, MST is a plusPossess general knowledge of federal, state, and local tax laws - corporate, individual, trust, gifts, and partnership taxationBe able to apply basic accounting principles to engagementsHave excellent written and verbal communication skillsBe highly motivatedHave outstanding analytical, organizational and project management skillsBe proficient in Microsoft Office ApplicationsWorks cooperatively in teamsHave the ability to multi-taskObtain or plan to obtain 150 credit hours for CPA eligibility is a plusKnowledge of CCH Axcess, Caseware, and GoFileRoom is a plusWhat we offer:Competitive Base SalaryMedical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiativesEmployer contribution to Life Insurance, and 401(k) planGenerous Paid Time off, including Summer FridaysCustomized learning and development opportunities and continuing professional education both in-house and virtuallyHybrid, flex, and remote work opportunities availableAbility to work in a growing, dynamic, employee-centric firm that values your unique contributionAbout Citrin CoopermanCitrin 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 300 partners and over 1,500 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 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.The salary for this role is $70,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Keywords: Citrin Cooperman Advisors LLC, Bethesda , Class of 2023 - Trusts & Estates Tax Staff, Accounting, Auditing , Bethesda, Maryland