Jobs · Finance · New York

Tax Senior Manager [Private Client Services Group]

CohnReznick · Buffalo-Niagara Falls Area · 1 mo ago
HybridFinance$150k–$250k/yrFull-time
We need to output only HTML fragment, no /, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We need to parse the job description. We have sections: "YOUR TEAM." maybe about role? Could be "About the role". "WHY COHNREZNICK?" maybe benefits? "YOUR ROLE." responsibilities. "Your Experience." qualifications/requirements. Also there is salary range: "In New York, the salary range for a Tax Senior Manager is $150,000 to $250,000." That's Pay. Also schedule: hybrid, expected in office average 3 days a week. That's Schedule. Benefits: mention robust Total Rewards package includes generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer. Also discretionary performance bonus, generous paid time off, expanded inclusive parental benefits, access to best-in-class learning and development platforms. So we can include Benefits. We need to avoid boilerplate like EEO, legal, etc. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we must strip out the EEO statements, accommodation email, unsolicited resumes note, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like responsibilities list, experience requirements, etc. We need to use
  • for any list of duties/requirements/benefits, and

    for prose. We need headings:

    for each section. We must not repeat job title as heading. Not include Job ID. We must only include sections when posting has real specific content. So we can have sections: About the role (maybe combine "YOUR TEAM." and "WHY COHNREZNICK?"? Actually "YOUR TEAM." describes team focus; "WHY COHNREZNICK?" describes mission and benefits. Could treat "About the role" as summary of role/team. Could also have separate sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we need to avoid thin sections. We can combine some. Let's extract content: - About the role: Could be description of team and mission: "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." Also "WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun." That's more about firm culture; could be part of About the role or Benefits. But we have Benefits separate. Better: Use About the role for description of role/team and mission. Use Benefits for total rewards package. Use Pay for salary range. Use Schedule for hybrid expectation. Use Responsibilities for list. Use Requirements/Qualifications/Skills for experience/education etc. Could combine Requirements and Qualifications and Skills into one section? But rules say we can use those headings if content exists. We have education, experience, skills. Could split: Requirements (education + experience), Qualifications (maybe technical skills), Skills (soft skills). But we need to avoid thin sections. Let's see content: Education: BS/BA accounting; CPA required Minimum 8+ years tax & accounting experience in public accounting Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology Strong research skills Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagament experience a plus Solid organizational skills with a demonstrated ability to multi-task That's a mix of qualifications and skills. Could put all under "Requirements" or "Qualifications". Since we have both headings available, we could make "Requirements" for education and experience, and "Skills" for technical and soft skills. But we need to avoid filler. Let's decide: - Requirements: Education and experience (BS/BA accounting; CPA required; Minimum 8+ years tax & accounting experience in public accounting) - Qualifications: Technical knowledge (US GAAP, GAAS, PCAOB; audit-preparation software; MS Office; audit software ProSystems/GoSystems; CCH Engagament; research skills) - Skills: Client service, communication, leadership, mentoring, interpersonal, presentation, organizational, multi-task. But the posting lumps them together; splitting may be okay as long as we don't invent. We'll just extract the relevant sentences. Now Responsibilities list: "Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertise Reviews amended tax returns not requiring advanced expertise Responds to tax notices and does initial drafts of any related correspondence required Works on client matters while maintaining confidentiality Possesses the technical knowledge sufficient to train and supervise entry-level associates Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm Acquires the skills necessary to develop quality client relationships and loyalty Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity. Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction. Prepare timely and accurate bills for professional services rendered." We need to put each as
  • . Some sentences are imperative; keep as is. Benefits: "We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer." Also later: "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." Combine: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer, discretionary performance bonus, generous paid time off (maybe duplicate), expanded inclusive parental benefits, access to best-in-class learning and development platforms. We'll deduplicate but keep substance. Pay: "In New York, the salary range for a Tax Senior Manager is $150,000 to $250,000." Schedule: "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." We can summarize schedule as hybrid, expected in office average 3 days a week. Now About the role: combine YOUR TEAM and WHY COHNREZNICK? but WHY COHNREZNICK is more about mission and culture; could be part of About the role. We'll include both paragraphs. Now we must not include boilerplate: EEO statements, accommodation email, unsolicited resumes note, hashtags, etc. Remove those. Now produce HTML fragment:

    About the role

    ... paragraphs ...

    Responsibilities

    • ...
    • ...

    Requirements

    Education: BS/BA accounting; CPA required. Minimum 8+ years tax & accounting experience in public accounting.

    Qualifications

    • Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards.
    • Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology.
    • Strong research skills.
    • Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagament experience a plus.

    Skills

    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
    • Strong leadership and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
    • Solid organizational skills with a demonstrated ability to multi‑task.

    Benefits

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

    Pay

    In New York, the salary range for a Tax Senior Manager is $150,000 to $250,000.

    Schedule

    Hybrid role; professionals are encouraged to be in the office/together in person on average 3 days a week.

    Check for any duplicated content: we have generous PTO appears twice; we kept one. Also "generous paid time off" appears in benefits; we have generous PTO and paid time off for volunteering; okay. We must ensure we didn't include any boilerplate like "We believe it’s important to balance work with everyday life – and make time for enjoyment and fun." That's part of WHY COHNREZNICK? Could be considered benefits/culture; but we already have benefits; we could add that as a benefit sentence. However the instruction: "Prefer a few substantive sections over many thin ones." We could incorporate that sentence into Benefits as a bullet: "Emphasis on work‑life balance and enjoyment." But we already have many benefit bullets; adding another is fine. However we need to preserve all substantive information; we should not omit that sentence. So we should include it somewhere. Could add to Benefits bullet: "Emphasis on work‑life balance and enjoyment." Or we could add to About the role paragraph. Since we already have About the role includes mission and culture; we could incorporate that sentence there. Let's add to About the role paragraph after mission sentence. Thus About the role paragraph: combine YOUR TEAM and WHY COHNREZNICK? plus the work-life balance sentence. Let's craft: "YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on

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