Tax Senior Associate [Private Client Services]

CohnReznick; City of White Plains (NY); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Learning & development programs

Job summary

CohnReznick in New York is seeking a Tax Senior Associate to join the Private Client Services team. You will lead tax engagements, manage pre-engagement planning, prepare and review tax returns (1120, 1120S, 1065, 1041, 1040), and provide financial analysis for client portfolios while collaborating with colleagues across advisory and assurance.

The role emphasizes executive presence, strong communication, and a growth mindset, with opportunities for webinars and client seminars, in a hybrid work

Qualifications

• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong tax research and writing skills
• Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
• Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
• Solid project management and organizational skills with a demonstrated ability to multi-task.

Responsibilities

• Serve as the engagement lead on specific client accounts
• Take responsibility for pre-engagement planning, execution, and final deliverables
• Experience with preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
• Must be able to perform various financial analysis including but not limited to balance sheets and income statements
• Experience in managing the process of financial statement preparation of compilations and reviews is a plus
• Prepare and review monthly, quarterly and annual year-end tax projections
• Willing to work on various ad hoc projects as needed during the year
• Actively participate in proposals
• Gain the respect and confidence of the CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership

Skills

Exceptional client service

Communication skills

Tax research and writing

MS Office

Project management

Multi-tasking

Education

Bachelor's Degree

Master's in Accounting/Taxation

Tools

Go Systems

BNA portfolio

CCH

RIA

Job description

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!

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 team in one of our New York Metro 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 Family Offices and UHNWIs. 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

• Serve as the engagement lead on specific client accounts
• Take responsibility for pre-engagement planning, execution, and final deliverables
• Experience with preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
• Must be able to perform various financial analysis including but not limited to balance sheets and income statements
• Experience in managing the process of financial statement preparation of compilations and reviews is a plus
• Prepare and review monthly, quarterly and annual year-end tax projections
• Willing to work on various ad hoc projects as needed during the year
• Actively participate in proposals
• Gain the respect and confidence of the CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership

Your Experience.

The successful candidate will have:

• Bachelor's Degree required; Master's in Accounting/Taxation preferred
• CPA, JD or EA preferred
• Minimum 2+ years tax+accounting experience in a public accounting firm
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong tax research and writing skills
• Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
• Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
• Solid project management and organizational skills with a demonstrated ability to multi-task.

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.

In New York, the salary range for a Tax Senior Associate is $85,000 to $140,000. 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. To learn more about life at CohnReznick, visit Life at CohnReznick .

"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.

#GD #CB