Tax Manager - Financial Services [Private Equity]

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. The firm 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.

About the role

We currently have an exciting career opportunity for a Tax Manager to join our Financial Services Tax team located in our Boston Office. This position is considered hybrid, meaning team members are expected to be in the office on average 3 days a week for in-person collaboration.

As part of the Financial Services Group, you’ll work with some of the nation’s leading private equity and other alternative investment funds. You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. You’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

Responsibilities

• Research tax issues and filing requirements that affect tax compliance.
• Review tax returns (1065 & 1120) and ensure accuracy and completeness.
• Research complex tax issues using internal revenue code, treasury regulations, and other relevant authorities/guidance.
• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
• Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
• Provide regular performance feedback as well as deliver timely performance evaluations.
• Develop subordinates' technical and industry skills and encourage growth.
• Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.

Requirements

• Bachelor's Degree required; Master's in Accounting/Taxation preferred.
• CPA, JD, or EA preferred.
• Minimum 6 years of tax experience in a public accounting firm.
• 2+ years of supervisory experience.
• Financial Services Industry experience required (Private Equity).
• 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 (Excel, Word, PowerPoint, Outlook).
• Preferred competence with tax compliance and research software (GoSystems, CCH Axcess, CCH, RIAS).
• Solid project management and organizational skills with a demonstrated ability to multi-task.

Benefits

At CohnReznick, we invest in a robust Total Rewards package that includes:

• Generous paid time off (PTO).
• Flexible work environment.
• Expanded and inclusive parental leave.
• Extensive learning and development opportunities.
• Paid time off for volunteering.
• Discretionary performance bonus.

Pay

In Massachusetts, the salary range for a Tax Manager is $120,000 to $160,000.