cohnreznickNesconset, NY
Tax Manager [Tax & Family Office Group]
Tax Manager [Tax & Family Office Group]
Tax Manager [Tax & Family Office Group]
cohnreznickNesconset, NY
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Job Description:
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 Manager to join our Private Client Services Group team located in one of our New York Metro offices. 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.
WHY COHNREZNICK?
At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
Benefits generous PTO
a flexible work environment
expanded parental leave
extensive learning & development
paid time off for employees to volunteer
YOUR ROLE. Responsibilities include but not limited to:
The Tax Manager in our Family Office team is expected to have high technical knowledge in review and prepare complex individual 1040 returns
fiduciary 1041 returns
706
709
family partnerships
private foundations
entity and foreign filing Experience with client facing
communicating with clients Scheduling work loads Leading engagements
being their point of contact Manage accounts
train
assign work to staff and communicate directly to clients and partners Research topics
communicate directly with tax authorities as needed.
In addition, they should be able to research more complex topics
go out on proposals and be an expert in the area of individual tax; is able to identify client needs
Responsible for billing and collections
Mentors and supports the staff
YOUR EXPERIENCE. Bachelor’s or Master’s in Accounting/Taxation
CPA, JD or EA required
5 years of experience in a public accounting firm doing PCS work
1 year of supervisory experience
Ability to lead, manage and develop staff in a highly interactive team environment
Experience with foreign filing, FBAR and multistate
Strong knowledge and experience with Excel
Solid working knowledge of Microsoft Office, ProSystem, CCH Axcess & Engagem
Also on the board Same function, level within a rung
Level
Lead
Location
Nesconset, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today