CohnReznick

Tax Manager [Private Client Services Group]

CohnReznick$90K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in public accounting
  • Experience in Private Client Services (PCS)
  • Bachelor's Degree in relevant field
  • CPA or Enrolled Agent certification is required
  • Strong proficiency in Microsoft Office Suite
  • Familiarity with tax software like CCH Axcess
  • Exceptional verbal and written communication skills

Responsibilities

  • Serve as Engagement Manager for client accounts, overseeing all aspects of engagement
  • Lead and manage multiple tax engagements integrating tax efficiency and planning
  • Present federal and state tax returns and provide strategic advice to clients
  • Work with various business entities including corporations, partnerships, and estates
  • Identify and address tax planning opportunities and issues for clients
  • Implement tax strategies in response to new legislation and compliance
  • Conduct complex tax research and develop strategies for business transactions
  • Advise on IRS and state issues, handling correspondence and audits
  • Assist in interim tax projections and year-end processes
  • Supervise, train, and mentor junior tax staff and team members

Benefits

  • Hybrid work environment promoting in-person collaboration
  • Supportive team culture focused on client value
  • Opportunities for professional development and mentoring
  • Encouragement of diverse and inclusive workplace
  • Flexibility in work arrangements to promote work-life balance
Full Job Description
Tax Manager [Private Client Services Group]

Opportunity ID

9187

Department

Tax

Location(s)

Hartford, New York, Stamford

State

Connecticut , 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 will support our Private Client Services Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.

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.

"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.

#GD #CB #LI-ES1 #LI-Hybrid

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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