Tax Manager [High Net Worth Individuals]

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, solutions to address clients’ unique business goals and risks, and insight on emerging market forces.

About the role

This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and Ultra-High-Net-Worth Individuals (UHNWIs). The right candidate will demonstrate executive presence, emotional intelligence, and a growth mindset, collaborating on client teams, thought leadership, webinars, and seminars while remaining results-focused on assisting both internal and external clients.

CohnReznick is a hybrid firm; team members are expected to be in the office on average 3 days a week for in-person collaboration, with the cadence determined at the team level.

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/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 regarding 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.

Benefits

• 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 New York, the salary range for this role is $105,000 to $175,000.

Schedule

Hybrid schedule with an average of 3 days per week in the office for in-person collaboration.