Senior Tax Manager, Private Client Services — Hybrid Role

CohnReznick; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonus

Paid time off

Parental benefits

Learning & development

Job summary

CohnReznick is hiring a Tax Senior Manager - Private Client Services in Boston. You will lead engagement teams, manage tax engagements, and deliver high-value tax strategies for diverse clients.

The role requires 8+ years in public accounting, PCS experience, and CPA/EA licensure, with strong MS Office and CCH Axcess knowledge. This is a hybrid position with in-office collaboration about 3 days per week.

Qualifications

• 8+ years of experience in a public accounting firm.
• PCS experience required.
• CPA or Enrolled Agent licensure required.
• Strong experience using Microsoft Office Suite and tax software such as CCH Axcess.

Responsibilities

• Serve as the Engagement Manager on specific client accounts, handling pre-engagement planning, execution, and final deliverables along with billing and collections.
• Lead and manage multiple tax engagements that integrate tax efficiency with long-term planning.
• Present federal and state income tax returns and develop client strategies.
• Work with entities including corporations, partnerships, trusts, estates, fiduciary, and foundations.
• Identify tax planning opportunities and issues for clients.
• Implement tax advice in response to new legislation and planning.
• Facilitate complex tax research and establish tax strategies for client transactions.
• Advise on IRS/state issues and respond to correspondence and audits.
• Support interim tax projections and year-end closeouts.
• Provide supervision, training, and mentoring to tax staff and seniors.

Skills

Organizational skills

Written communication

Verbal communication

Mentoring

Education

Bachelor's Degree

CPA/EA licensure

Tools

CCH Axcess

Microsoft Office Suite

Job description

CohnReznick is hiring a Tax Senior Manager - Private Client Services in Boston. You will lead engagement teams, manage tax engagements, and deliver high-value tax strategies for diverse clients.

The role requires 8+ years in public accounting, PCS experience, and CPA/EA licensure, with strong MS Office and CCH Axcess knowledge. This is a hybrid position with in-office collaboration about 3 days per week.