Tax Senior Associate [Inpatriate/Expatriate]

CohnReznick; Boca Raton (FL); Hybride; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

CohnReznick is seeking a Tax Senior Associate to join the International Tax team within National Tax. You will support multinational clients with expatriate and international individual tax work, including complex 1040/1040-NR returns and treaty considerations.

The role emphasizes research, cross-border advisory, and mentoring junior staff, with a hybrid work model and opportunities to engage in thought leadership and client services.

Qualifications

• Bachelor's degree in Accounting; CPA preferred.
• Approximately three or more years of international tax experience.
• Experience preparing and reviewing Form 1040 and 1040-NR.
• Knowledge of residency, sourcing, foreign tax credits and treaty principles.
• Experience with international information reporting forms (5471, 8865, 8858, 8621, 926, 3520, 8938, FBAR).
• Ability to analyze complex financial documents and advise cross-border matters.

Responsabilités

• Support expatriate and international individual tax programs for multinational clients.
• Prepare and review complex U.S. tax returns for residents and non-residents.
• Advise on residency status, treaty positions, and cross-border implications.
• Research tax law and treaties to deliver client-focused guidance.
• Analyze foreign returns and ensure accurate U.S. reporting.
• Assist with disclosure and streamlined compliance programs when needed.
• Mentor junior staff and review workpapers for quality.

Connaissances

Expatriate international tax

U.S. individual tax (1040/1040-NR)

Residency and treaty knowledge

Foreign information reporting (FBAR,

Mentoring junior staff

Cross-border tax consulting

Formation

Bachelor's degree in Accounting

CPA preferred

Description du poste

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 Senior Associate to join the International Tax team in our National Tax practice.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 will support our National Tax Team, which in turn supports the firm's broader tax practice. The right candidate will have a growth mindset and look for ways to expand their knowledge within both the tax space associated with their specialized services and varying industries. They will also be eager to collaborate on thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging business 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.

YOUR ROLE.

Responsibilities include but not limited to:

• Support global expatriate and international individual tax programs, including compliance and consulting for multinational clients
• Prepare and review complex U.S. individual income tax returns for resident and non-resident individuals, including related international reporting
• Advise clients on U.S. residency status, treaty positions, and cross-border tax implications
• Research and interpret U.S. tax law and applicable tax treaties to deliver practical, client-focused guidance
• Analyze foreign tax returns and financial information to ensure accurate U.S. reporting and compliance
• Assist clients with voluntary disclosure and streamlined compliance programs when needed
• Prepare projections, estimates, and supporting workpapers for year-end and extension filings
• Serve as a Career Advisor to junior staff, providing technical guidance and reviewing workpapers

YOUR EXPERIENCE.

• Bachelor's degree in Accounting required. CPA preferred.
• Approximately three or more years of relevant tax experience, preferably involving complex individual, international individual, private-client or expatriate tax matters.
• Strong experience preparing and reviewing complex Forms 1040 and 1040-NR.
• Experience serving high-net-worth individuals, entrepreneurs, business owners, executives, internationally mobile families or closely held businesses with foreign investments or transactions.
• Working knowledge of U.S. residency, income sourcing, foreign tax credits and income-tax treaty principles.
• Experience with international information reporting such as Forms 5471, 8865, 8858, 8621, 926, 3520, 8938 and FBAR.
• Ability to analyze Forms K-1 and K-3, foreign financial statements and tax returns, brokerage statements and other complex source documents.
• Familiarity with foreign corporations, foreign partnerships, PFICs, CFCs, foreign trusts, foreign pensions and other cross-border investment and business structures.
• Understanding of how international tax issues interact with broader individual tax matters, including basis, passive activity limitations, NIIT, capital gains, closely held businesses and state taxation.
• Strong tax research and technical-writing skills, including the ability to identify issues, research applicable authority, reach supportable conclusions and recognize matters requiring escalation.
• Demonstrated ability to perform accurately and efficiently under tight deadlines and significant pressure, particularly during extension and filing-deadline periods.
• Ability to prioritize competing client demands and manage multiple complex engagements simultaneously while maintaining responsiveness and quality.
• Strong attention to detail and the ability to reconcile complex financial and tax information across multiple entities, jurisdictions and tax years.
• Ability to work independently, exercise professional judgment and take ownership of engagements while recognizing when Manager or Partner involvement is appropriate.
• Strong written and verbal communication skills and the confidence to interact directly with sophisticated clients and their attorneys, investment advisers, foreign tax advisers and other professionals.
• Ability to review work prepared by junior and offshore professionals and provide clear technical direction and actionable review comments.
• Interest in mentoring junior staff and developing deeper expertise in international private-client taxation.

In addition, please take a moment to review our Universal Job Standards. 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. You may be just the right candidate for this or one of our other roles.

"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] 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.