Tax Senior Manager [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 and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Manager 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. 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

BS/BA accounting; CPA required
Minimum 8+ years tax & accounting experience in public accounting
Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology
Strong research skills
Proven technical skills with MS Office applications such as Excel, Word, and Outlook; audit software, ProSystems or GoSystems, and CCH Engagament experience a plus
Solid organizational skills with a demonstrated ability to multi-task

Responsibilities

Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertise
Reviews amended tax returns not requiring advanced expertise
Responds to tax notices and does initial drafts of any related correspondence required
Works on client matters while maintaining confidentiality
Possesses the technical knowledge sufficient to train and supervise entry-level associates
Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm
Acquires the skills necessary to develop quality client relationships and loyalty
Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction.
Prepare timely and accurate bills for professional services rendered.