Tax Manager [Private Client Services Group]

CohnReznick; Shepherd (TX); Hybrid; USD 140,000 - 190,000; Full time

Job summary

CohnReznick is seeking a Tax Manager to join the Private Client Services practice in Houston, TX. The role focuses on tax services for closely-held businesses, families, and high-net-worth individuals, with leadership in client teams and thought leadership activities.

The successful candidate will have 5+ years in a public accounting firm, a CPA or EA licensure, and strong MS Office and CCH Axcess knowledge. This is a hybrid position with in-person collaboration about 3 days per week.

Qualifications

• 5+ years in a public accounting firm or similar environment.
• PCS experience required.
• Bachelor's Degree required.
• CPA or Enrolled Agent licensure required.
• Strong MS Office skills and familiarity with tax software.

Responsibilities

• Serve as Engagement Manager on client accounts, handle planning, execution, deliverables, and billing.
• Lead tax engagements with integrated tax planning strategies.
• Prepare federal and state returns and advise clients.
• Work with corporations, partnerships, trusts, estates, fiduciaries, and foundations.
• Identify tax planning opportunities and respond to new tax legislation.
• Conduct tax research and establish strategies for client transactions.
• Advise on IRS/state issues and respond to audits.
• Supervise and mentor tax staff and seniors.

Skills

Engagement management

Tax planning

Strong communication

Microsoft Office

Education

Bachelor's Degree

Tools

CCH Axcess

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 one of our Houston offices. 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.

This position is rooted within the Private Client Services practice with a focus on tax services for closely-held business, families, and HNWI. 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.

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.

YOUR ROLE.

Responsibilities include but not limited to:

• Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections.
• Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
• Presenting federal and state income tax returns and strategizing for clients
• Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations
• Identifying industry/client tax planning opportunities and issues
• Implementing tax advice in response to new legislations and planning
• Facilitating complex tax research, and establishing tax strategies for various client business transactions
• Advising regarding IRS and state issues, and responding to correspondence and audits
• Assisting with interim tax projections and year end closeouts
• Providing supervision, training, and mentoring to tax staff, seniors and other team members

YOUR EXPERIENCE.

The successful candidate will have:

• 5+ years of work experience in another public accounting firm
• PCS experience required
• Bachelor's Degree required
• CPA or Enrolled Agent licensure required
• Strong experience using Microsoft Office Suite
• Knowledge of tax software such as CCH Axcess
• Exceptional organizational and communication (verbal and written) skills

CohnReznick is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

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.

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. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.