Tax Senior Associate [Private Client Services Group]

About the role

CohnReznick is seeking a Tax Senior Associate to join our team in the New York office. This position is hybrid, with team members expected to be in the office on average 3 days a week.

Responsibilities

• Serve as the engagement lead on specific client accounts
• Take responsibility for pre-engagement planning, execution, and final deliverables
• Experience with reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
• Must be able to perform various financial analysis including but not limited to balance sheets and income statements
• Experience in managing the process of financial statement preparation of compilations and reviews is a plus
• Prepare and review monthly, quarterly and annual year-end tax projections
• Willing to work on various ad hoc projects as needed during the year
• Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
• 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

Requirements

• Bachelor's Degree required; Master's in Accounting/Taxation preferred
• CPA, JD or EA preferred
• Minimum 3-5 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
• 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, RIA
• Solid project management and organizational skills with a demonstrated ability to multi-task

Qualifications

• Strong tax research and writing skills
• Effective client management, timely and accurate communication, and clear and concise direction and leadership

Skills

• Client Service and Communication
• Tax Research and Writing
• Technical Skills with MS Office
• Tax Compliance and Research Software
• Project Management and Organizational Skills

Benefits

At CohnReznick, we offer a comprehensive Total Rewards package that includes:

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

Pay

The salary range for a Tax Senior Associate in New York is $85,000 to $140,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, additional benefits, and access to learning and development platforms.