Tax Manager [Private Client Services Group]

About the Role

As CohnReznick grows, we offer rewarding careers in advisory, assurance, and tax. This opportunity is for a Tax Manager - Private Client Services to join our New York office. The position is hybrid, with team members encouraged to be in the office on average 3 days a week for in-person collaboration.

This role supports our Private Client Services Group, working alongside Associates, Senior Associates, Managers, Senior Managers, and Partners to deliver value to clients.

Responsibilities

• Serve as the Engagement Manager on specific client accounts, handling 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 various business entities, including corporations, partnerships, trusts, estates, fiduciary, and foundations.
• Identify industry and 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 client business transactions.
• Advise on 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 another 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 PTO.
• Flexible work environment.
• Expanded parental leave.
• Extensive learning and development opportunities.
• Paid time off for volunteering.

Schedule

Hybrid position. Team members are encouraged to be in the office on average 3 days a week for in-person collaboration.