Tax Senior Associate [Private Client Services Group]

CohnReznick• , NY

1d•Hybrid

About The Position

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our New York office. 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.

Requirements

Bachelor's Degree required
Minimum 3-5 years tax+accounting experience in a public accounting firm
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong tax research and writing skills
Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA
Solid project management and organizational skills with a demonstrated ability to multi-task

Nice To Haves

Master's in Accounting/Taxation preferred
CPA, JD or EA preferred

Responsibilities

Serve as the engagement lead on specific client accounts
Take responsibility for pre-engagement planning, execution, and final deliverables
Experience with reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
Must be able to perform various financial analysis including but not limited to balance sheets and income statements
Experience in managing the process of financial statement preparation of compilations and reviews is a plus
Prepare and review monthly, quarterly and annual year-end tax projections
Willing to work on various ad hoc projects as needed during the year
Actively participate in proposals
Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
Gain the respect and confidence of the CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership