Tax Senior Associate - Tax & Family Office

Tax Senior Associate - Tax & Family Office

Opportunity

Department:
Tax

Location:

New York

Function:
Tax

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 Tax Senior Associate to join our Private Client Services Group team located 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 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.

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.

Responsibilities include but not limited to:

• The Tax Senior Associate in our Family Office team is expected to have high technical knowledge in review of 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.

The successful candidate will have:

• Bachelor's or Master's in Accounting/Taxation.
• CPA, JD or EA required.
• 3-5 years' experience in a public accounting firm.
• 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, Pro System, CCH Axcess & Engagement, Caseware and BNA.
• Exceptional organizational, communication and presentation (verbal and written) skills.

In addition, please…