Experience

Caroline is a director in Citrin Cooperman’s Private Client Services Practice, specializing in U.S. and foreign individual tax compliance, with extensive experience supporting high-net-worth and ultra-high-net-worth family groups and their related trusts, estates, businesses, and exempt organizations.

Known for her organized, steady approach, Caroline manages large and sophisticated client portfolios while maintaining proactive communication and a keen eye for detail. She takes a holistic view of each engagement, balancing technical precision, deadlines, and client priorities while identifying thoughtful planning opportunities. Equally important to her work is mentoring and developing teams, ensuring both clients and colleagues feel supported, informed, and confident every step of the way.

Previously, Caroline was a senior manager at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026. Her background also includes international Big Four experience, where she guided clients on cross-border compliance, multi-state and international filings, and complex reporting and disclosure requirements.