Tax Senior Manager - Financial Services [Private Equity or Hedge Fund]

About the role

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

Responsibilities

• Research tax issues and filing requirements affecting tax compliance.
• Review tax returns (1065 & 1120) and ensure accuracy and completeness.
• Research complex tax issues using internal revenue code, treasury regulations, and other relevant authorities/guidance.
• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
• Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
• Provide regular performance feedback as well as deliver timely performance evaluations.
• Develop subordinates' technical and industry skills and encourage growth.
• Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.

Requirements

• Bachelor's Degree required, Master's in Accounting/Taxation preferred.
• CPA, JD, or EA preferred.
• Minimum 6 years tax experience in a public accounting firm.
• 2+ years of supervisory experience.
• Financial Services Industry experience required (Hedge Fund and/or Private Equity).
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong tax research and writing skills.
• Prior proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook.
• Preferred competence with tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIAS.
• Solid project management and organizational skills with a demonstrated ability to multi-task.

Qualifications

• Master's in Accounting/Taxation preferred.
• CPA, JD, or EA preferred.
• Minimum 6 years tax experience in a public accounting firm.
• 2+ years of supervisory experience.
• Financial Services Industry experience required (Hedge Fund and/or Private Equity).
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong tax research and writing skills.
• Prior proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook.
• Preferred competence with tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIAS.
• Solid project management and organizational skills with a demonstrated ability to multi-task.

Skills

• Excellent client service and communication skills.
• Strong tax research and writing skills.
• MS Office proficiency (Excel, Word, PowerPoint, Outlook).
• Competence with tax compliance and research software (GoSystems, CCH Axcess, CCH, RIAS).
• Solid project management and organizational skills.

Benefits

At CohnReznick, we offer a competitive compensation package including a salary range of $145,000 to $245,000, a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms.

Pay

The salary range for a Tax Senior Manager in New York is $145,000 to $245,000.

Schedule

This position is hybrid, with team members expected to be in the office on average 3 days a week.