Tax Senior Associate [Private Client Services]

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.

Your team

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

• Serve as the engagement lead on specific client accounts
• Take responsibility for pre-engagement planning, execution, and final deliverables
• Prepare the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
• Perform various financial analysis including but not limited to balance sheets and income statements
• Manage the process of financial statement preparation of compilations and reviews (plus)
• Prepare and review monthly, quarterly and annual year-end tax projections
• Work on various ad hoc projects as needed during the year
• Actively participate in proposals
• Gain the respect and confidence of the CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership

Your experience

• Bachelor’s Degree required; Master’s in Accounting/Taxation preferred
• CPA, JD or EA preferred
• Minimum 2+ years tax+accounting experience in a public accounting firm
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong tax research and writing skills
• Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
• Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIAS
• Solid project management and organizational skills with a demonstrated ability to multi-task

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. 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 Senior Associate is $85,000 to $140,000. 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, to name a few.