CohnReznick

Tax Senior Associate - Financial Services [Private Equity or Hedge Fund]

CohnReznick$85K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required, Master's in Accounting/Taxation preferred
  • CPA, JD, or EA preferred
  • Minimum 3-5 years of tax experience in public accounting
  • Financial Services Industry experience required (Hedge Fund and/or Private Equity)
  • Strong tax research and writing skills
  • Exceptional client service and communication skills
  • Proficient in MS Office and tax compliance software

Responsibilities

  • Research tax issues impacting compliance requirements
  • Review and ensure accuracy of tax returns (1065 & 1120)
  • Investigate complex tax issues using IRS codes and regulations
  • Manage client engagements from planning through execution
  • Identify opportunities for scope expansion in client services
  • Provide performance feedback and timely evaluations
  • Support the development of team members' technical skills

Benefits

  • Discretionary performance bonus
  • Generous paid time off
  • Expanded, inclusive parental benefits
  • Access to best-in-class learning and development platforms
  • Hybrid work environment promoting in-office collaboration
Full Job Description
Tax Senior Associate - Financial Services [Private Equity or Hedge Fund]

Opportunity ID

8853

Department

Tax

Location(s)

New York

State

New York

Function

Tax

Job Description

We currently have an exciting career opportunity for a Tax Senior Associate to join our Financial Services Tax team located in our New York City 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.

As part of the Financial Services team, you'll work with some of the nation's leading private equity, hedge, 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:
  • Research tax issues and filing requirements that affect tax compliance.
  • Review tax returns (1065 & 1120) and ensure accuracy and completeness.
  • Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
  • Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
  • Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
  • Provide regular performance feedback as well as deliver timely performance evaluations.
  • Develop subordinates' technical and industry skills and encourage growth.


YOUR EXPERIENCE.

The successful candidate will have:
  • Bachelor's Degree required, Master's in Accounting/Taxation preferred
  • CPA, JD or EA preferred
  • Minimum 3-5 years tax experience in a public accounting firm
  • Financial Services Industry experience required (Hedge Fund and/or Private Equity)
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Strong tax research and writing skills
  • Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
  • Preferred competence with tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIA
  • Solid project management and organizational skills with a demonstrated ability to multi-task.

In addition, please take a moment to review our

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 Senior Associate is $85,000 to $140,000. 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 .

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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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