Managing Director - Quality Professional Standards: Employee Benefit Plans

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for a Managing Director to join the Quality – Professional Standards team. As a Managing Director, you will serve as a trusted advisor to engagement teams and firm leadership. You will help design, implement and oversee a modern system of quality management, perform engagement quality reviews and consultations and contribute to inspection readiness and remediation efforts with particular focus on employee benefit plan audits.

This is a high-impact role for a collaborative, solutions-oriented professional who enjoys coaching teams, simplifying complexity, and strengthening how audits are planned, executed and reviewed.

The ideal candidate for the position is someone who possesses an intellectually curious mindset and is comfortable deconstructing a problem and identifying creative solutions. The candidate must exhibit the ability to make decisions and bring great ideas to the team. We are looking for a professional who exhibits a strong internal client service philosophy while maintaining independence and objectivity. The candidate should also be responsive and accessible to engagements teams, providing timely, high-quality guidance, particularly during critical planning and reporting phases of engagements.

Responsibilities are, but not limited to

• Develop, maintain and continuously enhance quality policies aligned with applicable professional standards and firm objectives.
• Advise engagement teams on auditing and reporting matters.
• Provide technical guidance to engagement teams on all types of employee benefit plan audits, including defined contribution and defined benefit plans, health and welfare plans and employee stock ownership plans.
• Translate standards and regulatory expectations into practical guidance that improves engagement execution.
• Promote a consultative culture that is timely, practical, and focused on sound professional judgment and defensible documentation.
• Coach and mentor quality and engagement leaders to strengthen supervision, review, and consultation behaviors.
• Identify themes and quality risks, communicate expectations, and partner with leaders to execute remediation plans.
• Keep up to date on changes in professional standards, regulations, and industry best practices.
• Lead and coordinate internal inspection activities and readiness efforts for external reviews such as peer review and DOL inspection.
• Participate in technical due diligence activities when evaluating potential accounting firm acquisition targets.

The ideal candidate must have

• Bachelor's or Master's degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) designation is required.
• Extensive experience in employee benefit plan audits with a proven progressive history in quality management roles.
• Strong working knowledge of professional standards with an ability to interpret requirements and convert them into practical execution guidance.
• Demonstrated success influencing outcomes through collaboration by coaching engagement teams and leaders and delivering difficult messages with professionalism.
• Excellent written and verbal communication skills including the ability to write clear guidance and deliver effective training to varied audiences.
• Experience leading or supporting quality initiatives.