Tax Manager [High Net Worth Individuals]

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.

About the role

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. 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.

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

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, to name a few.