Tax Manager Private Client Services

3 weeks ago


Gainesville, Florida, United States CohnReznick Full time

We are seeking a highly skilled Tax Manager to join our Private Client Services practice in a hybrid capacity through our Jupiter office.

CohnReznick is a hybrid firm meaning 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 alternate time between both remote and office.

At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community.

This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

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.

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

We are 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.



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