Tax Manager - Financial Services CTS (51830)

At Citrin Cooperman, we are committed to delivering exceptional client service and fostering an environment where our professionals can build rewarding and successful careers. We foster a collaborative, entrepreneurial environment where talented professionals are empowered to grow, innovate, and make a meaningful impact.

As a Manager in our Financial Services Tax practice, you will play a key role in delivering exceptional client service, leading engagement teams, and helping clients address complex tax compliance and planning matters.

We are seeking an experienced Financial Services Tax Manager to support clients across the alternative investment industry, including private equity funds, hedge funds, venture capital funds, management companies, family offices, and related investment structures. This role combines technical tax expertise, project leadership, client relationship management, and team development responsibilities.

Position Overview

As a Financial Services Tax Manager, you will oversee multiple client engagements, provide strategic tax guidance, mentor professionals, and help drive high-quality service delivery while maintaining compliance with professional and regulatory standards.

Key Responsibilities

Client Service & Advisory

• Serve as a primary day-to-day contact for clients and build strong, trusted relationships.
• Advise clients on tax compliance, reporting obligations, and planning opportunities related to investment funds and related entities.
• Assist clients in navigating complex tax regulations and evolving industry requirements.
• Proactively identify tax risks, operational challenges, and planning opportunities.
• Collaborate with clients, fund administrators, legal advisors, and internal specialists to deliver integrated solutions.

Technical Excellence & Engagement Management

• Manage the preparation and review of complex partnership and corporate tax returns, workpapers, and tax projections.
• Review financial and tax information to ensure accuracy, completeness, and compliance with applicable regulations.
• Conduct tax research and develop practical solutions to technical and compliance matters.
• Lead engagement planning, budgeting, execution, and delivery to ensure quality and timeliness.
• Monitor engagement progress, address issues proactively, and manage multiple priorities effectively.

Team Leadership & Development

• Supervise, mentor, and develop senior associates and staff professionals.
• Provide ongoing coaching, performance feedback, and technical training.
• Foster a collaborative, inclusive, and high-performing team environment.
• Delegate work effectively while providing guidance and support throughout the engagement lifecycle.

Innovation & Process Improvement

• Leverage technology, automation, and data-driven tools to enhance the efficiency and quality of engagement delivery.
• Promote innovative approaches to tax compliance and client service.
• Stay current on emerging tax developments, industry trends, and technology solutions impacting the financial services sector.

Business Development & Practice Growth

• Support business development initiatives by identifying opportunities within existing client relationships.
• Participate in networking events, industry organizations, and practice development activities.
• Collaborate across service lines to deliver a comprehensive client experience.