Tax Experienced Associate - National Tax (1040)

About the role

CohnReznick is a hybrid firm with professionals located in various offices. This position is considered remote, allowing flexibility in where you work. However, you may occasionally be required to attend office-based client work, team meetings, or trainings.

Responsibilities

• Prepare complex individual income tax returns (Form 1040), including high-net-worth individuals and multi-state filings.
• Prepare fiduciary income tax returns (Forms 1041) for trusts and estates.
• Prepare federal gift tax returns (Form 709) and related supporting schedules.
• Analyze financial information, tax documents, and source data to ensure accurate tax reporting.
• Utilize CCH Axcess Tax software for tax return preparation, diagnostics review, and electronic filing processes.
• Research federal and state tax issues and document conclusions.
• Communicate with clients to obtain missing information and resolve tax-related questions.
• Review tax organizers, workpapers, and supporting documentation for completeness and accuracy.
• Identify tax planning opportunities and communicate findings to managers and Director.
• Assist with tax notices, amended returns, and other compliance matters.
• Manage multiple engagements while meeting filing deadlines and maintaining quality standards.

Requirements

• Required Bachelor's degree in Accounting and master’s degree in taxation, preferred.
• Minimum 1–3+ years of public accounting tax experience.
• Experience preparing: Strong knowledge of federal and state tax laws.
• Proficiency with CCH Axcess Tax.
• Experience working with electronic tax workpapers and document management systems.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and ability to manage multiple priorities during busy seasons.
• PREFERRED: CPA license or enrolled agent.
• Experience with high-net-worth individuals and family wealth planning.
• Multi-state tax experience.
• Knowledge of estate and trust taxation concepts.

Qualifications

• Required: Bachelor's degree in Accounting and master’s degree in taxation, preferred.
• Required: Minimum 1–3+ years of public accounting tax experience.
• Required: Experience preparing: Strong knowledge of federal and state tax laws.
• Required: Proficiency with CCH Axcess Tax.
• Required: Experience working with electronic tax workpapers and document management systems.
• Required: Strong analytical and problem-solving skills.
• Required: Excellent written and verbal communication skills.
• Required: Ability to work independently and as part of a team.
• Required: Strong organizational skills and ability to manage multiple priorities during busy seasons.
• PREFERRED: CPA license or enrolled agent.
• PREFERRED: Experience with high-net-worth individuals and family wealth planning.
• PREFERRED: Multi-state tax experience.
• PREFERRED: Knowledge of estate and trust taxation concepts.

Skills

• Strong knowledge of federal and state tax laws.
• Proficiency with CCH Axcess Tax.
• Experience working with electronic tax workpapers and document management systems.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and ability to manage multiple priorities during busy seasons.
• Preferred: CPA license or enrolled agent.
• Preferred: Experience with high-net-worth individuals and family wealth planning.
• Preferred: Multi-state tax experience.
• Preferred: Knowledge of estate and trust taxation concepts.

Benefits

CohnReznick offers a comprehensive benefits package including:

• Generous PTO
• A flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for volunteering

Pay

In Massachusetts, the salary range for a National Tax Experienced Associate is $70,000 to $95,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

Schedule

This position is considered remote, allowing flexibility in where you work. However, you may occasionally be required to attend office-based client work, team meetings, or trainings.