Bookkeeper [Private Client Services Group

Job Description

As Cohn Reznick grows, so do our career opportunities. As one of the nation’s top professional services firms, Cohn Reznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

As Cohn Reznick grows, so do our career opportunities. As one of the nation’s top professional services firms, Cohn Reznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! Cohn Reznick helps organizations optimize performance, manage risk, and maximize value through Cohn Reznick LLP (assurance services) and Cohn Reznick 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 Bookkeeper to join the team in our New York City office.

Cohn Reznick 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 providing various services for Family Offices and UHNWIs. We work with clients to help them achieve their financial and personal goals 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 as well as work independently demonstrating true ownership of their engagements while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.

At Cohn Reznick, 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.

• Support the Private Client Services Tax team in the preparation and organization of individual, trust, and estate tax engagements, including familiarity with Form 1040 and related schedules and supporting documentation
• Prepare Forms 1099 and manage related electronic filings for individual and family office clients
• Triage, organize, and track client‑provided tax documents, ensuring completeness and maintaining checklists of outstanding items for high‑net‑worth individuals, trusts, estates, and closely held entities
• Assist with bookkeeping and administrative support for private client engagements, including reconciliation of financial data used for tax compliance and planning
• Coordinate with tax professionals to support timely delivery of tax returns and client deliverables during peak filing seasons
• Maintain accurate and well‑organized electronic client files in accordance with firm and PCS standards
• Provide general administrative and operational support to the PCS Tax team as needed
• Ability to work overtime as required during peak tax deadlines

• Ability to prepare Financial Statements from bookkeeping/accounting programs
• Knowledge of…