Citrin Cooperman · 19 hours ago
Office Manager, Tax Operations (49710)
Woodbridge, CT
Part-time
Onsite
Mid Level
3+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are seeking an Office Manager, Tax Operations to manage and support tax processes and production in local offices and nationally, working closely with leadership to drive tax policies and procedures.
AccountingAdviceFinanceManagement Consulting
Responsibilities
E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors
Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s)
SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools
SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools
CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s)
Make updates to PIC and second-responsibility requests
New client support: support all tax platforms in respective local office(s) and national pools
National India support: permissions
Offer support to all Tax Ops. SWAT teams
E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools
Understand, troubleshoot, and support Tax department policies and procedures across all offices
Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint
Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s)
Support newly integrated firms
Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance
Communicate with Tax Ops. team members within their respective regions
Qualification
Required
Bachelor's degree in business administration or related field
3-5 years of experience in the tax/accounting industry
Be proficient in Microsoft Office, specifically Word, Outlook, and Excel
Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar
Can work independently as well as a team player
Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations
Can be available to work overtime and weekends during the spring and fall busy seasons
Possess strong verbal and written communication skills
Possess strong organizational skills and be detail oriented
Preferred
superior Excel skills preferred
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
Company data provided by crunchbase