Tax Manager [Tax & Family Office Group]

About the role

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The firm is hybrid; professionals are expected to be thoughtful and intentional about in‑person collaboration, with an average of three days in the office per week as determined at the team level.

Responsibilities

• Review and prepare complex individual 1040 returns, fiduciary 1041 returns, 706, 709, family partnerships, private foundations, entity and foreign filings.
• Provide client‑facing communication and manage client relationships.
• Schedule workloads.
• Lead engagements and serve as the point of contact.
• Manage accounts, train, assign work to staff, and communicate directly with clients and partners.
• Research topics and communicate directly with tax authorities as needed.
• Research more complex topics, go out on proposals, and be an expert in individual tax; identify client needs.
• Handle 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.
• 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.

Skills

• Technical proficiency with Excel, Microsoft Office, ProSystem, CCH Axcess & Engagement, Caseware, and BNA.
• Strong organizational, communication, and presentation skills.

Benefits

• Generous paid time off (PTO).
• Flexible work environment.
• Expanded parental leave.
• Extensive learning & development opportunities.
• Paid time off for employees to volunteer.
• Discretionary performance bonus.
• Inclusive parental benefits.
• Access to best‑in‑class learning and development platforms.

Pay

In New York, the salary range for a Tax Manager is $110,000 to $175,000.

Schedule

This is a hybrid position; professionals are encouraged to be in the office/together in person on average 3 days per week, with the exact cadence determined at the team level.