Tax Manager [Financial Services]

CohnReznick; San Francisco (CA); Ibrido; USD 110.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

generous PTO

flexible work environment

expanded parental leave

extensive learning & development

paid time off to volunteer

Descrizione del lavoro

CohnReznick in San Francisco is seeking a Tax Manager to join our Financial Sponsors & Financial Services team in a hybrid capacity. You’ll lead client engagements, manage planning, execution, and delivery, and supervise staff while delivering high-quality tax services.

The ideal candidate has 5+ years in a public accounting firm, CPA license, and experience with financial services clients; strong MS Office and familiarity with CaseWare or ProSystem FX are valued. Salary ranges in California.

Competenze

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

Mansioni

• Serve as the engagement lead on specific client accounts.
• Take responsibility for pre-engagement planning, execution, and final deliverables.
• Develop detailed engagement work plans.
• 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.

Conoscenze

Strong communication

Formazione

Bachelor’s Degree

Active CPA license

Strumenti

Microsoft Office Suite

CaseWare

ProSystem FX

Descrizione del lavoro

Job Description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Tax Manager to join the team in our San Fransico, CA office with our Financial Services Group in a hybrid capacity.

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.

YOUR TEAM.

As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.

You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.

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. 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.

• generous PTO
• a flexible work environment
• expanded parental leave
• extensive learning & development
• even paid time off for employees to volunteer

YOUR ROLE.

Responsibilities include but not limited to:

• Serve as the engagement lead on specific client accounts
• Take responsibility for pre-engagement planning, execution, and final deliverables
• Develop detailed engagement work plans
• 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

YOUR EXPERIENCE.

The successful candidate will have:

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

In California, the salary range for Tax Managers is $110,000 - $170,000.

Salary determination will vary based on factors such as a candidate’s geographical location, qualifications, experience, skills, and competencies. 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.

• discretionary performance bonus
• generous paid time off
• expanded and inclusive parental benefits
• access to best-in-class learning and development platforms

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. 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. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.