Tax Senior Associate Private Client Services Expert

1 day ago

Boca Raton, Florida, United States CohnReznick Full time
Join Our Team as a Senior Tax Associate in Private Client Services

CohnReznick is a leading professional services firm that fosters innovation and collaboration in everything we do. We are currently seeking a Senior Tax Associate to join our Private Client Services practice in a hybrid capacity through our Boca Raton office.

This role 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.

Responsibilities:

  • Prepares trust, personal, partnership and S Corp tax returns not requiring advanced expertise
  • Prepares 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
  • Assumes responsibility for completing engagements assigned
  • Complies with all professional standards and ethics
  • Develops new client contacts and relationships beneficial to the Firm
  • Consistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for manager/partner review processes
  • Achieves efficiency as measured by actual hours vs. budgeted hours per engagement
  • Develops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary services

Requirements:

  • 3+ years of work experience in another public accounting firm
  • PCS experience required
  • Bachelor's Degree required
  • CPA or Enrolled Agent licensure achieved or eligible to sit for the exam
  • Strong experience using Microsoft Office Suite
  • Knowledge of tax software such as CCH Axcess
  • Exceptional organizational and communication (verbal and written) skills

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business.

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