Tax Manager - Flow Through

CohnReznick • , CA

7h • Remote

About The Position

CohnReznick is seeking a Tax Manager to join its Private Client Services practice, focused on Operating Partnerships, Flow Through Entities, and Family Offices, with an emphasis on tax services for family offices. The position is remote, with scheduled office visits potentially required for client work, team meetings, or trainings. The practice helps clients address complex financial matters related to their business, individual, and family needs. The successful candidate will bring executive presence, emotional intelligence, a growth mindset, and an interest in collaborating on client teams and contributing to thought leadership, webinars, and seminars.

The Tax Manager reviews partnership and S corporation tax returns and amended returns that do not require advanced expertise, responds to tax notices, drafts related correspondence, and manages client matters confidentially. The role also involves training and supervising staff, conducting tax research, developing client relationships, serving as the primary client contact, communicating engagement progress, directing the team, and preparing accurate, timely bills for services rendered.

Requirements

• At least 5 years of work experience at another public accounting firm.
• Experience with operating partnerships and flow-through entities.
• Bachelor’s degree required.
• CPA or Enrolled Agent licensure required.
• Strong experience using Microsoft Office Suite.
• Knowledge of tax software such as CCH Axcess and GoSystems.
• Exceptional organizational skills.
• Exceptional verbal and written communication skills.

Responsibilities

• Review partnership and S corporation tax returns that do not require advanced expertise.
• Review amended tax returns that do not require advanced expertise.
• Respond to tax notices and prepare initial drafts of related correspondence.
• Handle client matters while maintaining confidentiality.
• Train and supervise entry-level associates, seniors, and managers using sufficient technical tax knowledge.
• Conduct tax research and develop proficiency with the reference sources available to the firm.
• Develop quality client relationships and loyalty.
• Serve as the primary point of contact for clients and keep them informed about engagement progress and logistics.
• Provide customer service, quality work products, and professional integrity to earn client respect and confidence.
• Manage client matters effectively and provide timely, accurate communication and clear direction to the team.
• Prepare timely and accurate bills for professional services rendered.
• Collaborate on client teams and contribute to thought leadership, webinars, and seminars.

Benefits

• Generous paid time off.
• Flexible work environment.
• Expanded parental leave and inclusive parental benefits.
• Learning and development resources and platforms.
• Paid time off to volunteer.
• Discretionary performance bonus.

What This Job Offers

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