Tax Manager [High Net Worth Individuals]

About the role

CohnReznick is seeking a Tax Manager - Private Client Services to join our team in New York. This position is hybrid, with team members expected to be in the office on average 3 days a week.

Responsibilities

• Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies.
• Presenting federal and state income tax returns and strategizing for clients.
• Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations.
• Identifying industry/client tax planning opportunities and issues.
• Implementing tax advice in response to new legislations and planning.
• Facilitating complex tax research, and establishing tax strategies for various client business transactions.
• Advising regarding IRS and state issues, and responding to correspondence and audits.
• Assisting with interim tax projections and year end closeouts.
• Providing supervision, training, and mentoring to tax staff, seniors, and other team members.

Requirements

• 5+ years of work experience in another public accounting firm
• 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

Qualifications

• Exceptional analytical and problem-solving skills
• Ability to work independently and as part of a team
• Strong interpersonal and communication skills
• Ability to manage multiple tasks and priorities
• Experience with tax compliance and reporting

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Knowledge of tax software such as CCH Axcess
• Experience with tax compliance and reporting

Benefits

At CohnReznick, we offer a comprehensive benefits package including:

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

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 includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms.

Schedule

This position is considered hybrid, with team members expected to be in the office on average 3 days a week.