Jobs · Accounting · California

Tax Manager [Financial Services]

CohnReznick · San Francisco, CA · 3 wk ago
Accounting$110k–$170k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must preserve all substantive info. Remove boilerplate, navigation, EEO, etc. Also remove application instructions. Must not include placeholder sections. We need to parse the job description. Key parts: - Intro: "As CohnReznick grows..." etc. This is about the firm, maybe "About the role" or "About the company". The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content. We have: - "YOUR TEAM." description about team, clients, etc. Could be part of About the role. - "WHY COHNREZNICK?" description about mission, rewards, etc. Could be Benefits? Actually benefits described later. - "YOUR ROLE." then "Responsibilities" list. - "Your Experience." list of qualifications. - Salary range: "In California, the salary range for Tax Managers is $110,000 - $170,000." That's Pay. - Benefits: mention "Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer." Also later: "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." - Schedule: mention hybrid, expected in office average 3 days a week. Also "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." Thus we have sections: About the role (maybe combine intro + YOUR TEAM + WHY COHNREZNICK?), Responsibilities, Requirements (maybe "Your Experience." includes requirements), Qualifications (maybe overlapping), Skills (maybe mention Microsoft Office Suite, audit software, organizational and communication skills), Benefits, Pay, Schedule. We need to avoid duplication. Let's extract substantive content. Intro paragraph: "As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Tax Manager to join the team in our San Fransico, CA office with our Financial Services Group in a hybrid capacity. 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." That's a lot about the firm and hybrid schedule. Could go under About the role (or About the company). We'll put under About the role. Then "YOUR TEAM." paragraph: "As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, 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." That's also about role/team. Then "WHY COHNREZNICK?" paragraph: "At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer." That's benefits/mission. Then "YOUR ROLE. Responsibilities Responsibilities include but not limited to: Serve as the engagement lead on specific client accountsTake responsibility for pre-engagement planning, execution, and final deliverablesDevelop detailed engagement work plansIllustrate budgets and schedulesActively participate in proposalsManage a team of staff associates, including interns, while providing regular performance coaching and feedbackGain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership" We need to split into list items. Then "Your Experience. The successful candidate will have: 5+ years of work experience in another public accounting firmFinancial Services experience preferredBachelor’s Degree requiredActive CPA license required Strong experience using Microsoft Office SuiteKnowledge of audit software such as CaseWare or ProSystem FXExceptional organizational and communication (verbal and written) skills" That's qualifications/requirements/skills. Then after that there is encouragement to apply etc (boilerplate). Then salary range. Then benefits again: "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." Then more EEO etc (remove). Thus we need to produce sections: - About the role: combine intro + YOUR TEAM + WHY COHNREZNICK? maybe split into About the role and Benefits? But we have Benefits section separate. The WHY COHNREZNICK includes mission and benefits. Could treat as About the role (mission) and Benefits separate. Better: About the role: intro + YOUR TEAM (description of team and role). Benefits: WHY COHNREZNICK? plus later benefits paragraph. Responsibilities: list. Requirements: maybe "Your Experience." includes requirements (years, degree, CPA). Could be Requirements. Qualifications: maybe same as Requirements? But we can split: Requirements (hard requirements) and Qualifications (preferred). However instruction says prefer few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we have separate headings allowed; we should only include if real content. We could have Requirements (5+ years, BS, CPA) and Skills (Microsoft Office, audit software, organizational/communication). That seems appropriate. Thus sections: - About the role (intro + YOUR TEAM) - Responsibilities - Requirements (education, experience, licensure) - Skills (technical and soft skills) - Benefits (total rewards, PTO, flexible work, parental leave, learning dev, volunteer time, performance bonus) - Pay (salary range) - Schedule (hybrid, expected in-office 3 days/week) We must not include headings with filler. Ensure each section has substantive content. Now craft HTML. Use

for each heading. Then content:

for prose,

  • for lists. We must not repeat job title. No markdown. Let's extract precise sentences. About the role: Combine intro and YOUR TEAM. Intro: "As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Tax Manager to join the team in our San Fransico, CA office with our Financial Services Group in a hybrid capacity. 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 Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, 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." We could merge them into a few paragraphs. Responsibilities list items: - Serve as the engagement lead on specific client accounts - Take responsibility for pre-engagement planning, execution, and final deliverables - Develop detailed engagement work plans - Illustrate budgets and schedules - 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 CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership Note the original had no punctuation between items; we will separate. Requirements (hard): - 5+ years of work experience in another public accounting firm - Bachelor’s Degree required - Active CPA license required - Financial Services experience preferred (maybe preferred, but could be under Requirements or Skills; but we can treat as preferred qualification; but we have Skills separate; maybe include under Requirements as "Financial Services experience preferred"). We could also include "Financial Services experience preferred" under Requirements. Skills: - Strong experience using Microsoft Office Suite - Knowledge of audit software such as CaseWare or ProSystem FX - Exceptional organizational and communication (verbal and written) skills Benefits: From WHY COHNREZNICK? and later benefits paragraph: - Robust Total Rewards package including generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer - Discretion

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