Tax Manager [Financial Services]

CohnReznick • , CA

8h • Hybrid

About The Position

CohnReznick is hiring a Tax Manager for its Financial Services Group in the San Francisco, California office. The role is part of the Financial Sponsors & Financial Services team, which serves private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. The team provides transaction, fund, and portfolio company solutions and collaborates across industry and service-line teams to meet client needs.

This is a hybrid position. Team members are encouraged to work in person on average three days per week, with the specific cadence determined at the team level. The Tax Manager leads client engagements, oversees planning and execution, and manages staff while maintaining effective client communication and delivery.

Requirements

• At least 5 years of work experience at another public accounting firm.
• Bachelor’s degree required.
• Active CPA license required.
• Strong experience using Microsoft Office Suite.
• Exceptional organizational skills.
• Exceptional verbal and written communication skills.

Nice To Haves

• Financial Services experience preferred.
• Knowledge of audit software such as CaseWare or ProSystem FX.

Responsibilities

• 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, and provide regular performance coaching and feedback.
• Build the respect and confidence of the team through effective client management, timely and accurate communication, and clear direction and leadership.

Benefits

• Generous paid time off.
• Flexible work environment.
• Expanded parental leave and inclusive parental benefits.
• Extensive learning and development, including access to learning and development platforms.
• Paid time off for employees to volunteer.
• Discretionary performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager