Tax Manager [Tax & Family Office Group]

About the role

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.

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.

Responsibilities

• Review and prepare complex individual 1040 returns, fiduciary 1041 returns, 706, 709, family partnerships, private foundations, entity and foreign filing
• Client-facing communication and scheduling
• Lead engagements, serve as point of contact, and manage accounts
• Train, assign work to staff, and communicate directly to clients and partners
• Research topics and communicate directly with tax authorities as needed
• Identify client needs and participate in proposals
• Responsible for billing and collections
• Mentor and support staff

Requirements

• Bachelor’s or Master’s in Accounting/Taxation
• CPA, JD, or EA required
• 5+ years of experience in a public accounting firm doing PCS work
• 1+ year of supervisory experience
• Ability to lead, manage, and develop staff in a highly interactive team environment
• Experience with foreign filing, FBAR, and multistate filings
• Strong knowledge and experience with Excel
• Solid working knowledge of Microsoft Office, ProSystem, CCH Axcess & Engagement, Caseware, and BNA
• Exceptional organizational, communication, and presentation (verbal and written) skills

At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

Pay

In New York, the salary range for a Tax Manager is $110,000 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.