Manager -US Tax Operations and Shared Services

Job Title : Manager US Tax Operations and Shared Services -

About the firm :

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. 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!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Responsibilities :

All return assembly management : supervising collating of income tax returns, extensions and miscellaneousinformation returns in respective local office(s).

All SafeSend support : supervising SafeSend Assembly including SafeSend Delivery to clients in respective localoffice(s).

All SurePrep support : supervising creation of SurePrep Binders and SurePrep verification in respective localoffice(s).

All E-filing support : E-filing in national pools, monitoring the E-file Portal for respective local office(s), timelyaddressing e-file rejections and schema validation errors.

All CCH Workflow (XCM) support : XCM due date reporting and due date list maintenance for respective localoffice(s), setting up tasks, updating staffing and Client Groups in CCH Workflow (XCM), etc.

All Tax Operations automation support : monitoring and managing national Bot exception and business error pools,addressing and correcting business errors with Engagement Teams and facilitating processing of tasks for respectivelocal office(s).

1099, 1042, 8027 and other Information Return E-filing in national pools.

All new client support : setting up new clients and applicable support in tax-related systems – Axcess Tax,GoSystem, CCH Workflow (XCM), Avalara, etc.

Support of all Tax Operations SWAT teams : AXCESS-SWAT, DOC-SWAT, XCM-SWAT, SurePrep-SWAT,SafeSend-SWAT, etc.

All India support : outsourcing and appropriate CC India 7216 permissioning in tax-related systems.

Management and closing of deadlines for respective local office(s) and serving as a back-up for national support.Reconciling the due date report to the E-file portal for respective local offices to ensure deadline completion.

Understanding, troubleshooting and support of all Tax Department policies and procedures in respective localoffice(s).

Training, management and mentoring of Tax Operations coordinators in respective local office(s).

Support of newly integrated firms.

Communication across Tax Operations teams within the respective region.

Qualifications :

• Bachelor’s degree in business administration or another related field preferred.
• 8 plus years of experience in the tax / accounting industry.
• Knowledge of CaseWare, Axcess Tax, CCH Document, GoSystem, GoFile Room, Avalara, SurePrep, SafeSend,

CCH Workflow (XCM), and XCM Calendar.