Tax Manager [High Net Worth Individuals]

Opportunity ID

9285

Department

Tax

Location(s)

New York

State

New York

Function

Tax

Job Description

We currently have an exciting career opportunity for a Tax Manager - Private Client Services to join the team in our New York office.

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.

This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.

YOUR ROLE.

Responsibilities include but not limited to:

• Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
• Presenting federal and state income tax returns and strategizing for clients
• Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations
• Identifying industry/client tax planning opportunities and issues
• Implementing tax advice in response to new legislations and planning
• Facilitating complex tax research, and establishing tax strategies for various client business transactions
• Advising regarding IRS and state issues, and responding to correspondence and audits
• Assisting with interim tax projections and year end closeouts
• Providing supervision, training, and mentoring to tax staff, seniors and other team members

YOUR EXPERIENCE.

The successful candidate will have:

• 5+ years of work experience in another public accounting firm
• PCS experience required
• Bachelor's Degree required
• CPA or Enrolled Agent licensure required
• Strong experience using Microsoft Office Suite
• Knowledge of tax software such as CCH Axcess
• Exceptional organizational and communication (verbal and written) skills

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. You may be just the right candidate for this or one of our other roles.

In New York, the salary range for a Tax Manager is $105,000 to $175,000. 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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