Staff – Commercial Tax Services

Job Description

Entry Level Full Time 2027 Tax Staff | Citrin Cooperman

The Tone:
This is a full-time role at Citrin Cooperman, located in San Diego, CA. Citrin Cooperman fosters professional growth and collaboration, continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. This role contributes to the firm’s commercial tax services by preparing essential tax documents, assisting with audits, and ensuring quality client deliverables. The company offers competitive compensation, benefits, and flexibility, supporting professional development within a collaborative environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person San Diego, CA

• Team: Commercial Tax Services (CTS) Department, reporting to Senior and/or Manager.
• Mission: This role is responsible for the accurate preparation of federal and state tax returns and assisting with tax compliance for a diverse client base.
• Tech Stack: CCH Axcess, Sureprep, XCM, Caseware

What You’ll Actually Do
• Tax Preparation: Prepare federal and state tax returns, extensions, and quarterly projections for various client types including C-Corp, S-Corp, Partnership, and Individual clients.
• Compliance Support: Organize tax information and assist with responding to tax notices and examinations.
• Audit & Research: Assist with tax audits, perform light research projects, and monitor and review financial information.
• Internal Communication: Communicate work status and any client-related issues effectively with Senior and/or Manager.
• Team Collaboration: Collaborate with other tax professionals within the firm to share knowledge and ensure deliverables are completed with quality and professional excellence.

The Must-Haves
• Background: Bachelor’s degree in a relevant field. This is an entry-level position focused on commercial tax services.
• Experience: General knowledge of federal and state tax laws, encompassing corporate, individual, trust, gift, and partnership taxation.
• Skills:
• Application of basic accounting principles to engagements.
• Excellent written and verbal communication skills.
• Strong analytical and organizational abilities.
• Project management and multitasking capabilities.
• Bonus:
• Master’s in taxation.
• CPA eligibility.
• Knowledge of CCH Axcess, Sureprep, XCM, and Caseware.