Bookkeeper [Private Client Services Group]

About the role

CohnReznick is seeking a Bookkeeper to join the Private Client Services team in the New York City office. This hybrid position is based within the Private Client Services practice, focusing on Family Offices and high‑net‑worth individuals. The role requires executive presence, emotional intelligence, a growth mindset, and the ability to collaborate on client teams while working independently and maintaining a results‑focused approach to help internal and external clients achieve their financial and personal goals.

Responsibilities

• Support the Private Client Services Tax team in the preparation and organization of individual, trust, and estate tax engagements, including familiarity with Form 1040 and related schedules and supporting documentation
• Prepare Forms 1099 and manage related electronic filings for individual and family office clients
• Triage, organize, and track client‑provided tax documents, ensuring completeness and maintaining checklists of outstanding items for high‑net‑worth individuals, trusts, estates, and closely held entities
• Assist with bookkeeping and administrative support for private client engagements, including reconciliation of financial data used for tax compliance and planning
• Coordinate with tax professionals to support timely delivery of tax returns and client deliverables during peak filing seasons
• Maintain accurate and well‑organized electronic client files in accordance with firm and PCS standards
• Provide general administrative and operational support to the PCS Tax team as needed
• Ability to work overtime as required during peak tax deadlines

Qualifications

• Ability to prepare financial statements from bookkeeping/accounting programs
• Knowledge of A/R, A/P, GL, and a general understanding of taxes such as payroll, sales tax, and income tax
• Strong attention to detail, works efficiently, and understands the importance of self‑review before submitting work to the team
• Day‑to‑day client exposure with strong communication and interpersonal skills
• Ability to prioritize work on several projects within a short period of time and handle pressure of tight deadlines while being responsive
• Strong knowledge and experience with QuickBooks, bill.com, or other accounting software programs
• 10+ years of bookkeeping experience preferred
• Ability to communicate positively and be a strong team player

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.

Benefits

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.

Pay

In New York, the salary range for a Bookkeeper is $75,000 to $105,000.

Schedule

CohnReznick is a hybrid firm; most professionals are located within a commutable distance to an office. This position is considered hybrid, with an expectation of thoughtful and intentional in‑person collaboration. While the exact cadence is determined at the team level, professionals are encouraged to be in the office/together in person on average 3 days a week.