Tax Senior Associate [Private Client Services Group]Opportunity ID
9458
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 Senior Associate 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:- Serve as the engagement lead on specific client accounts
- Take responsibility for pre-engagement planning, execution, and final deliverables
- Experience with reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
- Must be able to perform various financial analysis including but not limited to balance sheets and income statements
- Experience in managing the process of financial statement preparation of compilations and reviews is a plus
- Prepare and review monthly, quarterly and annual year-end tax projections
- Willing to work on various ad hoc projects as needed during the year
- 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 CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership
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+accounting experience in a public accounting firm
- 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
- Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
- Solid project management and organizational skills with a demonstrated ability to multi-task.
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 .
#GD #CB #LI-ES1 #LI-Hybrid
