Tax Senior Associate Private Client Services

Tax Senior Associate [Private Client Services] Opportunity ID 7607

Department(s) Tax
Location(s) Jupiter
Function Tax
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 Senior Tax Associate to join the team in 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.
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:

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
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 Equal Employment Opportunity Posters
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at *** Please note:
This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.
Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
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