Tax Senior Associate [Private Client Services]

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for a Tax Senior Associate to join our Private Client Services team located in our Miami office.

This is a hybrid position. Hybrid employees 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.

YOUR TEAM.

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.

WHY COHNREZNICK?

At CohnReznick, 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.

YOUR ROLE.

Responsibilities include but not limited to :

• The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private foundations and entites.
• Manage accounts, train, assign work to staff and communicate directly to clients and partners
• Research topics communicate directly with tax authorities as needed.
• Research more complex topics, go out on proposals and be an expert in the area of individual tax
• Identify client needs; responsible for billing and collections; mentors and supports the staff.

YOUR EXPERIENCE.

The successful candidate will have :

• 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

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.

You may be just the right candidate for this or one of our other roles.

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. 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.

For more information, please see