CohnReznick

Tax Manager [Financial Services]

CohnReznick$110K — $170K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years work experience in public accounting
  • Experience in Financial Services preferred
  • Bachelor's Degree required
  • Active CPA license required
  • Strong proficiency in Microsoft Office Suite
  • Familiarity with audit software like CaseWare or ProSystem FX
  • Exceptional organizational and communication skills

Responsibilities

  • Lead engagements for specific client accounts
  • Plan, execute, and deliver final project results
  • Develop detailed work plans for engagements
  • Create budgets and schedules for client projects
  • Participate in proposal activities
  • Manage and mentor staff associates, including interns
  • Establish strong client relationships through effective communication

Benefits

  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to top-tier learning and development resources
Full Job Description
Tax Manager [Financial Services]

Opportunity ID

9690

Department

Tax

Location(s)

San Francisco

State

California

Function

Tax

Job Description

We currently have an exciting career opportunity for a Tax Manager to join the team in our San Fransico, CA office with our Financial Services Group in a hybrid capacity.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

YOUR TEAM.

As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.

You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions.

As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.

YOUR ROLE.

Responsibilities include but not limited to:
  • Serve as the engagement lead on specific client accounts
  • Take responsibility for pre-engagement planning, execution, and final deliverables
  • Develop detailed engagement work plans
  • Illustrate budgets and schedules
  • Actively participate in proposals
  • Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
  • Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership


YOUR EXPERIENCE.

The successful candidate will have:
  • 5+ years of work experience in another public accounting firm
  • Financial Services experience preferred
  • Bachelor's Degree required
  • Active CPA license required
  • Strong experience using Microsoft Office Suite
  • Knowledge of audit software such as CaseWare or ProSystem FX
  • Exceptional organizational and communication (verbal and written) skills

After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.

In California, the salary range for Tax Managers is $110,000 - $170,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

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About CohnReznick

CohnReznick is an accounting, tax, and advisory firm that provides a wide range of services to clients in various industries. The company was founded in 1919 and has grown to become one of the largest accounting firms in the United States. CohnReznick has over 3,000 employees and serves clients in industries such as real estate, healthcare, and technology. The company is known for its expertise in audit, tax, and advisory services, and has a reputation for providing high-quality service to its clients.
Learn more about CohnReznick
Size
3,000 employees
Industry
Founded
1919

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