Tax Senior Associate Private Client Services Expert

4 weeks ago

Boca Raton, Florida, United States CohnReznick Full time
About CohnReznick

CohnReznick is a leading professional services and business advisory firm that fosters innovation and collaboration in everything we do. We value our teams in Advisory, Assurance, and Tax services, and we're growing our career opportunities to match.

Job Summary

We're seeking a Senior Tax Associate to join our Private Client Services practice in a hybrid capacity through our Boca Raton office. As a hybrid firm, most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid, meaning team members are expected to alternate time between both remote and office work.

Responsibilities
  • Prepare trust, personal, partnership, and S Corp tax returns that don't require advanced expertise.
  • Prepare amended tax returns that don't require advanced expertise.
  • Respond to tax notices and draft initial correspondence as needed.
  • Work on client matters while maintaining confidentiality.
  • Train and supervise entry-level associates.
  • Develop quality client relationships and loyalty.
  • Assume responsibility for completing engagements assigned.
  • Comply with all professional standards and ethics.
  • Develop new client contacts and relationships beneficial to the Firm.
  • Meet established deadlines and ensure adequate time for manager/partner review processes.
  • Achieve efficiency as measured by actual hours vs. budgeted hours per engagement.
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 skills.
Why CohnReznick?

We're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. We believe in balancing work with everyday life and making time for enjoyment and fun. We invest in a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

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