Tax Manager [Private Client Services Group]

About the role

This position will support our Private Client Services Group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.

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

• Master’s degree in Accounting or related field preferred
• Experience with tax compliance and tax planning
• Experience with tax research and analysis
• Experience with tax legislation and regulatory requirements

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of tax software such as CCH Axcess

Benefits

CohnReznick offers a competitive benefits package including:

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

Pay

The salary range for this position is $80,000 - $120,000 annually, depending on experience and qualifications.

Schedule

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