Tax Senior Associate [Private Client Services]

CohnReznick • Boca Raton, FL

383d

About The Position

The Senior Tax Associate position at CohnReznick is a hybrid role within the Private Client Services practice, focusing on tax services for Family Offices and Ultra High Net Worth Individuals (UHNWIs). The role emphasizes collaboration, emotional intelligence, and a growth mindset, with responsibilities including tax return preparation and client relationship development.

Requirements

• 3+ years of work experience in another public accounting firm
• PCS experience required
• Bachelor's Degree required
• CPA or Enrolled Agent licensure achieved or eligible to sit for the exam
• Strong experience using Microsoft Office Suite
• Knowledge of tax software such as CCH Axcess
• Exceptional organizational and communication (verbal and written) skills

Responsibilities

• Prepares trust, personal, partnership, and S Corp tax returns not requiring advanced expertise
• Prepares amended tax returns not requiring advanced expertise
• Responds to tax notices and drafts related correspondence
• Works on client matters while maintaining confidentiality
• Possesses the technical knowledge to train and supervise entry-level associates
• Establishes proficiency at tax research and knowledge of reference sources
• Develops quality client relationships and loyalty
• Assumes responsibility for completing assigned engagements
• Complies with all professional standards and ethics
• Develops new client contacts and relationships beneficial to the Firm
• Consistently meets established deadlines for work/review processes
• Achieves efficiency as measured by actual hours vs. budgeted hours per engagement
• Develops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary services

Benefits

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development opportunities
• Paid time off for volunteering activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree