Job Title: New Client Intake – Senior/Reviewer

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 skilled 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.

Citrin Cooperman is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

:

We are looking for a Senior to join the New Client Intake team. This role is an excellent opportunity for a recent graduate to gain experience in client relations and business operations. As a Senior you will be responsible for:

Key Responsibilities:





Assisting in the onboarding and the review process for new clients:

- Liaising with partners (US) as necessary during the Onboarding process/Engagement Letter process to gather required documentation, ensure the appropriate legal documentation is in place.
- Drafting, Auditing and validating intake form/Engagement Letter information entered by staff level to ensure accuracy, compliance and timely submission or deliverables
- Identifying opportunities for process improvements and proposing solutions
- Escalating any issues/concerns to the Director.

Client Communication:

- Conducting follow-up communications with stakeholders to gather missing information.
- Ensuring the deliveries are submitted to the partners within the timelines.

Internal Coordination:

- Coordinating with internal team members to address queries and issues promptly.
- Identifying knowledge gaps and reporting to the Director.
- Resolving team issues and developing relationships with the team members.

Tracking and Reporting:

- Tracking progress for the engagement Letter on a regular basis
- Providing timely and accurate status updates to Director for all assigned tasks
- Ensuring gaps and requirements are identified and communicated to the manager.

Continuous Improvement:

- Participating in team meetings and training sessions to stay updated with process changes.

Qualifications:

- MBA or Graduate
- 6-8 Years in handling Engagement Letters and onboarding process of which 2-3 years’ experience of managing a team of 4-5 people.
- Auditing operations experience
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Maintain strong working relationships with the team.
- Strong problem-solving skills

📌 New Client Intake- Senior (Hyderabad)
🏢 Citrin Cooperman India
📍 Hyderabad