Citrin Cooperman
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Location
Headquarters: New York, New York, United States, North America
Region: New York
Country: US
Continent: North America
About
Citrin Cooperman is a large national professional services firm providing audit, tax, and advisory services to companies and high-net-worth individuals. It serves a wide range of industries including manufacturing, healthcare, real estate, restaurants and hospitality, and financial services, with a presence across the United States and growth through regional offices such as Nashville. The firm emphasizes strategic insights, risk management, and transformations for clients, including in areas like digital and financial advisory. Citrin Cooperman also communicates thought leadership through industry reports and insights, supporting clients in navigating regulatory changes and market shifts.
Citrin Cooperman is a professional services firm providing audit, tax, and advisory services to closely held businesses, small and midsize companies, and high-net-worth individuals. The firm operates across the United States and internationally, offering tailored financial reporting, strategic consulting, and risk management solutions. It serves clients in diverse sectors including manufacturing,
Citrin Cooperman & Company, LLP
1979
for_profit
active
Industries
Primary Industry: Business Services
Categories
Funding & Financials
Private Equity
unknown
200m-1b
private
nyse
Investors
Founders
Joel Cooperman
Leadership
Niles Citrin — Co-Founding Partner
Joel Cooperman — Co-Founder & CEO
Patricia Cummings — Co-Managing Partner, New York Office
Philip Baker — Co-Managing Partner, Bethesda Office
Paul Gnatt — Co-Managing Partner, Bethesda Office
Alex Serrano — Partner; Co-Managing Partner of the New Jersey Office
Technology Stack
Products
Advisory Services: Provides business management, family office, business process outsourcing, outsourced finance and accounting, IT and managed services, digital services, technology platforms, digital transformation, data integration, risk advisory, cybersecurity, forensics, litigation, valuation, and transaction advisory.
Assurance Services: Offers audit and attest services including financial statement audits, employee benefit plan audits, reviews, compilations, agreed-upon procedures, accounting advisory, business combinations, going public readiness, and lease accounting.
Tax Services: Delivers commercial tax, IRS representation, mergers and acquisitions tax, not-for-profit tax, income tax accounting, tax compliance, research and planning, international tax, pre-immigration tax planning, private client, trust and estate, state and local tax, and film production tax incentives.
Technology Platforms: Supports implementation and management of software platforms including NetSuite, Microsoft, Salesforce, Vena, and other software solutions.
Funding rounds
Acquired · (2025-01-07)
Private Equity · (2022-04-11) · Lead: New Mountain Capital
Connect
Connect
Open positions(5)
- Senior - Business Process Outsourcing (52014)PremiumFull-timeWork from HomeFlorham Park, NJ 0793270,000–125,000 / Year
- Outsourced Accounting Senior (Financial Services) - Business Process Outsourcing (51990)Full-timeWork from HomeNew York, NY 1002070,000–125,000 / Year
- Senior - Business Process Outsourcing (52014)Full-timeWork from HomeFlorham Park, NJ 0793270,000–125,000 / Year
- Senior - Business Advisory Solutions (51920)Full-timeHybridFlorham Park, NJ 0793270,000–125,000 / Year
- Outsourced Accounting Senior (Financial Services) - Business Process Outsourcing (51990)PremiumFull-timeWork from HomeNew York, NY 1002070,000–125,000 / Year