Tax Manager [High Net Worth Individuals]

About the Firm

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). With deep industry knowledge and relationships, the firm provides solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.

CohnReznick is a hybrid firm, with most professionals located within a commutable distance to one of our offices. This position is hybrid, requiring in-person collaboration on average 3 days a week, with the cadence determined at the team level.

About the Team

This position is rooted within the Private Client Services practice, focusing on tax services for Family Offices and Ultra-High-Net-Worth Individuals (UHNWIs). The team works with clients to achieve their goals around complex financial matters tied to their business, individual, and familial needs. The ideal candidate will demonstrate executive presence, emotional intelligence, and a growth mindset, while collaborating on client teams, thought leadership, webinars, and seminars.

Why CohnReznick?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, people, and communities. We offer a robust Total Rewards package, including:

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

Responsibilities

• Serve as the Engagement Manager on specific client accounts, responsible for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Lead and manage multiple tax engagements, integrating tax efficiency with long-term tax planning strategies.
• Prepare and present federal and state income tax returns, and strategize for clients.
• Work with all types of business entities, including corporations, partnerships, trusts, estates, fiduciary, and foundations.
• Identify industry and client tax planning opportunities and issues.
• Implement tax advice in response to new legislation and planning.
• Facilitate complex tax research and establish tax strategies for various client business transactions.
• Advise on IRS and state issues, and respond to correspondence and audits.
• Assist with interim tax projections and year-end closeouts.
• Provide supervision, training, and mentoring to tax staff, seniors, and other team members.

Requirements

• 5+ years of work experience in a public accounting firm.
• Private Client Services (PCS) experience required.
• Bachelor’s Degree required.
• CPA or Enrolled Agent licensure required.
• Strong experience using Microsoft Office Suite.
• Knowledge of tax software such as CCH Axcess.
• Exceptional organizational and communication (verbal and written) skills.

Pay

In New York, the salary range for a Tax Manager is $105,000 to $175,000. Salary is one component of the CohnReznick total rewards package, which also includes a discretionary performance bonus and other benefits.