Citrin Cooperman Jericho , NY 11753
Posted 2 months ago
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 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!
We are looking for a Transaction Advisory Services (TAS) Director to join our Advisory Department. As a TAS Director, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers
Plan, manage, and lead multiple due diligence engagements and service teams
Act as primary client contact for the duration of the due diligence process
Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
Analyze historical financial and operating results of target companies, explain business trends, and identify risks
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Train, develop, and mentor lower-level staff
Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group's Best Practices
Generate new business opportunities for the group and the firm
Develop proposals, including budgets and scope of work, and present proposals to prospective clients
Qualifications:
Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
CPA preferred
Minimum of 6 years of audit, accounting, and financial due diligence experience required
Prior experience dealing with lower middle market companies (<$250M in revenue)
Solid working knowledge of US GAAP
Highly proficient in Microsoft Word, Excel, and PowerPoint
Excellent verbal and written communication skills, specifically business writing aptitude
Strong critical thinking skills with the ability to solve unstructured problems
Excellent project management and organizational skills
Ability to multi-task and manage multiple engagements at once
Strong relationship building and networking abilities
Dedication to the firm's Core Values
Intellectual curiosity with the desire to continue to develop professionally
What we offer:
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!)
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
For positions in New York City & California, the salary range is $150,000 -- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
Citrin Cooperman