CohnReznick

Tax Manager [Private Client Services Group]

CohnReznick$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in public accounting
  • Experience with Family Office and UHNW clients required
  • Bachelor's degree in relevant field
  • CPA or Enrolled Agent licensure required
  • Proficient in Microsoft Office Suite and tax software like CCH Axcess
  • Strong organizational and communication skills

Responsibilities

  • Serve as Engagement Manager on client accounts, overseeing planning and execution
  • Lead multiple tax engagements focusing on tax efficiency and long-term strategies
  • Present and strategize federal/state income tax returns for clients
  • Work with various business entities, including corporations and trusts
  • Identify tax planning opportunities and issues for clients
  • Implement tax strategies in response to new legislation
  • Conduct complex tax research and establish strategies for client transactions
  • Advise on IRS and state issues, responding to audits and correspondence
  • Assist in preparing interim tax projections and year-end closeouts
  • Supervise and mentor tax staff and team members

Benefits

  • Hybrid work environment promoting in-person collaboration
  • Opportunities for professional development through webinars and seminars
  • Engagement with high-net-worth clients and complex financial matters
  • Chance to work in a diverse, equitable, and inclusive workplace
  • Supportive team culture emphasizing emotional intelligence and growth mindset
Full Job Description
Tax Manager [Private Client Services Group]

Opportunity ID

9875

Department

Tax

Location(s)

Hartford, Stamford

State

Connecticut

Function

Tax

Job Description

We currently have an exciting career opportunity for a Tax Manager to join the team in one of our Connecticut offices.

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.

"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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