Tax Experienced Associate - National Tax (1040)
As one of the nation’s top Professional Services and Business Advisory firms, CohnReznick fosters teams in Advisory, Assurance, and Tax services that value innovation and collaboration. This position is considered remote, meaning job duties do not require proximity to a CohnReznick office location. However, remote employees may be required to attend a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
About the team
This position supports the National Tax Team, which in turn supports the firm’s broader tax practice. The right candidate will have a growth mindset, seek to expand their knowledge within specialized tax services and varying industries, and collaborate on thought leadership, webinars, and seminars. The role is results-focused, assisting both internal and external clients in achieving their business goals.
Why CohnReznick?
At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, people, and communities. We balance work with everyday life and prioritize enjoyment and fun. Our Total Rewards package includes generous PTO, a flexible work environment, expanded parental leave, extensive learning and development opportunities, and paid time off for volunteering.
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.
- Maintain organized electronic workpapers and documentation in accordance with firm standards.
- Manage multiple engagements while meeting filing deadlines and maintaining quality standards.
Requirements
- Bachelor's degree in Accounting; master’s degree in taxation preferred.
- Minimum 1–3+ years of public accounting tax experience.
- Experience preparing:
- Form 1040 Individual Income Tax Returns
- Form 1041 Trust and Estate Returns
- Form 709 Gift Tax Returns
- 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 Qualifications
- 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.
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 skills, experience, qualifications, and location, in accordance with applicable employment laws.
Benefits
- Discretionary performance bonus.
- Generous paid time off (PTO).
- Flexible work environment.
- Expanded and inclusive parental benefits.
- Access to best-in-class learning and development platforms.
- Paid time off for volunteering.