Hybrid Tax Manager, Financial Services (SF)

CohnReznick; San Francisco (CA); Hybrid; USD 110,000 - 170,000; Full time

Job summary

CohnReznick in San Francisco, CA invites a Tax Manager to join the Financial Services group in a hybrid capacity. You will lead client engagements, oversee planning, execution, and final deliverables, and contribute to audits, tax, and value creation solutions.

The successful candidate will have 5+ years in public accounting, a Bachelor’s degree, and an active CPA license, with strong Microsoft Office skills and familiarity with CaseWare or ProSystem FX.

Qualifications

• Bachelor’s Degree required.
• Active CPA license required.
• 5+ years of work experience in another public accounting firm.
• Strong experience using Microsoft Office Suite.
• Knowledge of audit software such as CaseWare or ProSystem FX.
• Exceptional organizational and communication (verbal and written) skills.

Responsibilities

• Serve as the engagement lead on specific client accounts.
• Take responsibility for pre-engagement planning, execution, and final deliverables.
• Illustrate budgets and schedules.
• Actively participate in proposals.
• Manage a team of staff associates, including interns, while providing regular performance coaching and feedback.
• Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership.

Skills

Microsoft Office Suite

Client communication

Team leadership

Education

Bachelor’s Degree

Active CPA license

Tools

CaseWare

ProSystem FX

Job description

CohnReznick in San Francisco, CA invites a Tax Manager to join the Financial Services group in a hybrid capacity. You will lead client engagements, oversee planning, execution, and final deliverables, and contribute to audits, tax, and value creation solutions.

The successful candidate will have 5+ years in public accounting, a Bachelor’s degree, and an active CPA license, with strong Microsoft Office skills and familiarity with CaseWare or ProSystem FX.