Tax Manager [High Net Worth Individuals]

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. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions. We need to parse the job description. Key sections: - About the role: description of firm, hybrid, location, team, Private Client Services practice, focus on Family Offices and UHNWIs, attributes, etc. - Responsibilities: list under "YOUR ROLE. Responsibilities Include But Not Limited To" then bullet list. - Requirements/Qualifications: "Your Experience. The successful candidate will have:" list: 5+ years 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. - Skills: maybe separate from qualifications? Could combine but we need sections only if content. Could have Skills section for things like organizational, communication, Microsoft Office, tax software. - Benefits: mention "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." 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." - Pay: "In New York, the salary range for a Tax Manager is $105,000 to $175,000." - Schedule: hybrid: "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." Also earlier: "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." Thus schedule section can include hybrid expectation and average 3 days a week. We must not include boilerplate like EEO statements, accommodation, etc. Also remove duplicated lines. We must not include application instructions like "To learn more about life at CohnReznick, visit Life at CohnReznick." Also remove the brand name explanation, alternative practice structure, etc. Also remove the EEO and diversity statements. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep the specifics: e.g., "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". Also responsibilities list items. We need to format responsibilities as

• each. We need to avoid headings with filler text. So only include sections where we have content. Potential sections: - About the role (maybe combine firm description and team/hybrid). Could be "About the role". Content: description of firm, hybrid, location, team focus, attributes. - Responsibilities - Requirements (or Qualifications). Could combine but we need separate headings if content. Could have "Requirements" for experience/education/licensure, and "Skills" for technical/soft skills. - Benefits - Pay - Schedule We must not include sections like "Qualifications" if we already have Requirements covering similar; but we can still have both if we split content. However we must not create thin sections. Let's decide: - About the role: firm overview, hybrid, location, team focus, attributes. - Responsibilities: bullet list. - Requirements: 5+ years experience, PCS experience, Bachelor's degree, CPA/EA licensure. - Skills: Microsoft Office Suite, tax software CCH Axcess, organizational and communication skills. - Benefits: Total Rewards package items: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off to volunteer, discretionary performance bonus, inclusive parental benefits, best-in-class learning platforms. - Pay: salary range $105,000 to $175,000. - Schedule: hybrid expectation, average 3 days in office per week. We must ensure we don't repeat content. Let's extract exact phrasing. From text: About the role/firm: "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 one of our New York Metro offices. 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." Then "YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals." Thus About the role can include firm description, hybrid, location, team focus, attributes. Responsibilities list: "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" We need to keep each as
• . Requirements: "Your Experience. The successful candidate will have: 5+ years of work experience in another public accounting firm PCS experience required Bachelor’s Degree required CPA or Enrolled Agent licensure required" Thus Requirements section. Skills: "Strong experience using Microsoft Office Suite Knowledge of tax software such as CCH Axcess Exceptional organizational and communication (verbal and written) skills" Thus Skills. Benefits: First: "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." 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." Combine benefits: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off to volunteer, discretionary performance bonus, inclusive parental benefits, best-in-class learning platforms. We should avoid duplication: "generous PTO" appears twice; "generous paid time off" similar. We'll keep unique items. Pay: "In New York, the salary range for a Tax Manager is $105,000 to $175,000." Schedule: Hybrid description: "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." We can summarize as hybrid expectation, average 3 days in office per week. Now produce HTML fragment with

  headings and

  • for lists,

    for prose. We must not include any extra text outside HTML. Let's craft:

    About the role

    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 its assurance and advisory practices, serving clients nationwide and worldwide as an independent member of Nexia. This Tax Manager position is based in one of the New York Metro offices and is hybrid, with an expectation of in‑person collaboration averaging about three days per week. The role sits within the Private Client Services practice, focusing on tax services for Family Offices and ultra‑high‑net‑worth individuals, requiring executive presence, emotional intelligence, a growth mindset, and eagerness to collaborate on client teams, thought leadership, webinars, and seminars while staying results‑focused.

    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 legislation 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.
    • Private Client Services (PCS) experience required.
    • Bachelor’s Degree required.
    • CPA or Enrolled Agent licensure required.