Tax Senior Manager [Private Client Services Group]

CohnReznick; New York (NY); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Discretionary performance bonus

Generous paid time off

Expanded parental benefits

Learning & development opportunities

Job summary

CohnReznick is seeking a Tax Senior Manager to join the Private Client Services team in the New York metro area. This hybrid role emphasizes tax, client service, and leadership across family offices and UHNWIs, with opportunities to collaborate on client teams, webinars, and thought leadership.

The successful candidate will have a CPA, 8+ years in tax and public accounting, strong analytical and communication skills, and the ability to manage and mentor staff while delivering quality work and

Qualifications

• BS/BA in accounting; CPA required.
• Minimum 8+ years tax & accounting experience in public accounting.
• Excellent analytical, technical, and auditing skills including knowledge of US GAAP, GAAS, and PCAOB rules.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong leadership and mentoring skills; capable of guiding junior staff.
• Proficiency with MS Office; familiarity with audit software and engagement tools a plus.

Responsibilities

• Review tax returns for trusts, individuals, partnerships, and S corporations.
• Respond to tax notices and draft related correspondence.
• Supervise entry-level associates and train staff.
• Develop client relationships and deliver high-quality service.
• Ensure timely billing and effective client communications.
• Provide tax research and engage with clients on engagement logistics.

Skills

CPA

Leadership

Client service

Mentoring

Communication

Multi-tasking

Tax research

Education

BS/BA accounting; CPA

Tools

ProSystems

GoSystems

CCH Engagement

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!We currently have an exciting career opportunity for a Tax Senior Manager 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:

• Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertise
• Reviews amended tax returns not requiring advanced expertise
• Responds to tax notices and does initial drafts of any related correspondence required
• Works on client matters while maintaining confidentiality
• Possesses the technical knowledge sufficient to train and supervise entry-level associates
• Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm
• Acquires the skills necessary to develop quality client relationships and loyalty
• Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
• Serve as the prime point-of-contact to the client.
• Ensure that the client is fully informed of engagement progress and logistics.
• Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.
• Prepare timely and accurate bills for professional services rendered.

YOUR EXPERIENCE.

The successful candidate will have:

• Education: BS/BA accounting; CPA required
• Minimum 8+ years tax & accounting experience in public accounting
• Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
• Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology
• Strong research skills
• Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagament experience a plus
• Solid 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 Manager is $150,000 to $250,000. 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 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.