Tax Manager - National Tax (1040)

About the role

The Tax Manager position is part of the National Tax Team, which supports the firm’s broader tax practice. This role is remote but may require occasional in-office attendance for client work, team meetings, or trainings.

Responsibilities

• Manage the preparation, review, and delivery of complex individual income tax returns.
• Lead and develop a team of tax professionals.
• Research and resolve technical tax issues related to individual, trust, estate, and gift taxation.
• Identify tax planning opportunities and communicate recommendations to clients and engagement teams.
• Ensure compliance with changing tax laws, regulations, and firm policies.
• Review workpapers and supporting documentation for accuracy, completeness, and consistency.
• Serve as a primary point of contact for clients regarding tax compliance and planning matters.
• Manage multiple client engagements and ensure deadlines are met.
• Communicate project status, tax implications, and recommendations clearly and professionally.
• Develop and maintain strong client relationships through responsiveness and proactive service.
• Absorb and prepare client invoices and follow up on overdue bills.
• Support staff career development through coaching and performance discussions.
• Foster a collaborative, positive, and high-performance team environment.
• Maintain workflow, staffing, and project deadlines throughout the year.
• Utilize technology and workflow tools to improve efficiency and quality.
• Support process improvement initiatives, automation projects, and standardization efforts.
• Ensure engagement budgets and realization goals are achieved.
• Participate in hiring, training, and retention efforts.

Requirements

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA or EA certification required.
• 5–8+ years of public accounting experience, with significant experience in individual taxation.
• Experience reviewing Forms 1040, 1041, and 709.
• Strong knowledge of federal and state income tax laws.
• Experience using CCH Axcess Tax and related tax technology platforms.
• Advanced tax research and analytical skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities while meeting deadlines.
• Experience working with high-net-worth individuals, family groups, trusts, and closely held businesses.
• Experience with multi-state taxation, international reporting (FBAR, Forms 8938, 5471, etc.), and advanced individual tax planning.
• Prior experience leading teams and managing client relationships.

Qualifications

• Experience with CCH Axcess Tax and related tax technology platforms.
• Advanced tax research and analytical skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities while meeting deadlines.
• Experience with multi-state taxation, international reporting (FBAR, Forms 8938, 5471, etc.), and advanced individual tax planning.
• Prior experience leading teams and managing client relationships.

Skills

• Technical expertise in individual taxation, gift and trust taxation.
• Strong project management skills.
• Excellent client service and relationship management.
• Team leadership and development skills.
• Practice management and process improvement skills.

Benefits

CohnReznick offers a comprehensive Total Rewards package including:

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

Pay

In Massachusetts, the salary range for a National Tax Manager is $110,000 to $170,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

Schedule

This position is considered remote, but may require occasional in-office attendance for client work, team meetings, or trainings.