Jobs · Finance · New York

Tax Senior Manager [Private Client Services Group]

CohnReznick · Hartford, NY · 1 wk ago
HybridFinance$150k–$250k/yrFull-time

About the role

This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The successful candidate will have a minimum of 8+ years of tax and accounting experience in public accounting, excellent analytical, technical, and auditing skills, and exceptional client service and communication skills.

Responsibilities

  • 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.
  • Prepare timely and accurate bills for professional services rendered.

Requirements

The successful candidate will have:

  • Education: BS/BA accounting; CPA required
  • 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

Qualifications

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.

Skills

At CohnReznick, we believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Benefits

CohnReznick offers a comprehensive benefits package including generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. In New York, the salary range for a Tax Senior Manager is $150,000 to $250,000. 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.

Pay

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

Schedule

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.

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