Citrin Cooperman
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Professional Services • Consulting • Financial Services • Cybersecurity
Plan and supervise outsourced accounting engagements, review workpapers and financial statements, reconcile balance sheet and cash accounts, perform internal audits, resolve accounting issues, interact with client management, and mentor and evaluate staff to drive process improvements.
Professional Services • Consulting • Financial Services • Cybersecurity
Provide hands-on tax support during busy season: prepare tax returns and extensions, organize client tax data, assist with notices/examinations, maintain tax software knowledge, and perform administrative tasks while learning practical tax skills.
Professional Services • Consulting • Financial Services • Cybersecurity
Manage clients' day-to-day financial operations including GL, payables/receivables, payroll, reconciliations, closings, financial reporting, budgets/forecasts, ERP conversions, and lead onshore/offshore teams to improve processes and advise on technical accounting.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead commercial tax services for clients including review of returns and projections, tax research, planning and compliance. Manage client engagements, mentor staff, support business development, and maintain technical expertise in partnership, C-corporation, and S-corporation taxation.
Professional Services • Consulting • Financial Services • Cybersecurity
Manage and review federal and state individual and fiduciary tax returns, provide tax planning and consulting, resolve tax issues via research, oversee client engagements, coordinate with partners and staff, and coach and mentor tax team members.
Professional Services • Consulting • Financial Services • Cybersecurity
Prepare and review federal and state tax returns for various entities, mentor staff and interns, conduct tax research, coordinate client communications, manage tax planning and deliverables, and escalate tax matters to managers and partners.
Professional Services • Consulting • Financial Services • Cybersecurity
Supervise commercial tax engagements: prepare and review federal and state tax returns for entities and individuals, perform tax research, manage client relationships, communicate engagement needs, mentor junior staff, and support business development.
Professional Services • Consulting • Financial Services • Cybersecurity
Manage commercial tax engagements including review of returns, projections, workpapers, tax research, client consulting and planning, issue resolution, and staff coaching/mentoring. Maintain client relationships and coordinate with partners for timely project delivery.
Professional Services • Consulting • Financial Services • Cybersecurity
Lead commercial tax engagements including review of returns, tax projections, research, planning, and client advisory. Manage client relationships, oversee tax processes, develop new business, and coach staff while maintaining technical tax knowledge and using firm tax software.
Professional Services • Consulting • Financial Services • Cybersecurity
Prepare tax closings and tax returns, coordinate planning and fieldwork, research accounting and tax issues, analyze client accounting records and financial statements, handle miscellaneous tax filings, work with QuickBooks and other accounting software, review journal entries, communicate with clients and managers, and mentor junior staff.
Professional Services • Consulting • Financial Services • Cybersecurity
Build, maintain, and monitor ETL/ELT pipelines in the Microsoft Fabric ecosystem. Implement medallion architecture, transform raw data into analytics-ready models, ensure pipeline reliability and data quality, troubleshoot failures, optimize performance, and support CI/CD and version control for data artifacts.
Professional Services • Consulting • Financial Services • Cybersecurity
Senior leader driving NetSuite and Rillet ERP practice growth, overseeing solution design, full-cycle implementations, delivery quality, client relationships, and sales pursuits. Responsibilities include requirements gathering, architecture, project delivery standards, resource planning, optimization assessments, and leading go-to-market and revenue generation for ERP services.
Professional Services • Consulting • Financial Services • Cybersecurity
Serve as primary DBA SME bridging on-premises SQL Server to Microsoft Fabric. Design hybrid database architectures, implement cloud-based SQL services, establish Data Operations processes and SLAs, manage data integration, security controls, performance tuning, monitoring, and disaster recovery to support analytics and AI workloads.
Professional Services • Consulting • Financial Services • Cybersecurity
Build governed Power Platform automations and integrations (Power Apps, Power Automate, Dataverse, SharePoint) by mapping processes with engagement teams, designing secure maintainable solutions, leveraging AI tooling (Copilot Studio, AI Builder), and supporting lifecycle governance, monitoring, and end users. Embed with teams to prioritize process improvements and scale internal automation practices.
