Tax Senior Associate [Private Client Services]

CohnReznick• , CT

2d•Hybrid

About The Position

CohnReznick is hiring a Tax Senior Associate for its Private Client Services practice in one of its Connecticut offices. The role focuses on tax services for closely held businesses, families, and high-net-worth individuals, helping clients address complex financial matters related to business, individual, and family needs. The position is hybrid, with professionals encouraged to work in person an average of three days per week; the specific cadence is determined by the team. The successful candidate will demonstrate executive presence, emotional intelligence, and a growth mindset. They will collaborate on client teams and contribute to thought leadership, webinars, and seminars while focusing on results for internal and external clients. The role leads client engagements, oversees tax and financial deliverables, manages staff, and participates in proposals and additional projects.

Requirements

Bachelor's degree.
Minimum of 3–5 years of tax experience in a public accounting firm.
Exceptional client service and communication skills, with the ability to develop and maintain strong client relationships.
Strong tax research and writing skills.
Technical proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
Competence with tax compliance and research software, including Go Systems, BNA portfolio and projection, CCH, and RIA.
Solid project management and organizational skills, with the ability to multitask.

Nice To Haves

Master's degree in Accounting or Taxation.
CPA, JD, or EA credential.
Private client services industry experience.
Experience managing the process of financial statement preparation for compilations and reviews.

Responsibilities

Serve as the engagement lead on specific client accounts.
Take responsibility for pre-engagement planning, execution, and final deliverables.
Assist with the process and review of various returns.
Perform financial analyses, including analyses of balance sheets and income statements.
Prepare and review monthly, quarterly, and annual year-end tax projections.
Work on various ad hoc projects as needed during the year.
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.
Collaborate on client teams, thought leadership, webinars, and seminars.