Manager/Senior Manager Private Client Services

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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 Manager/Senior Manager - Private Client Services to join the team in our Hartford, CT 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 will support our PCS Group with a focus on tax and accounting services for privately held companies across a variety of different industries. We work with clients to help them achieve their goals around complex tax and financial matters tied to their business and individual needs. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients.

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:

• Work with a team to meet various department and client deadlines throughout the year
• Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies
• Presenting federal and state income tax returns and strategizing for clients
• Working with all types of business entities including corporations and partnerships
• Experience in managing the process of financial statement preparation of compilations and reviews is a plus
• Experience reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E
• Must be able to perform various financial analysis including but not limited to balance sheets and income statements
• Prepare and review monthly, quarterly and annual year-end tax projections
• Manage various client relationships
• Providing supervision, training, mentoring and guidance to PCS staff, seniors, and other members of the team
• Willing to work on various ad hoc projects as needed during the year
• Actively participate in proposals

YOUR EXPERIENCE.

The successful candidate will have:

• Bachelor's Degree and CPA required
• 7-10 years of accounting experience + tax experience required
• Minimum of 3 years of supervisory experience
• Ability to lead, manage and develop staff in a highly interactive team environment
• Solid working knowledge of Microsoft Office, QuickBooks, CCH Access, and BNA Tax Planner
• Experience with CCH Engagement and/or CaseWare a plus
• Experience with Non-Resident returns a plus
• Exceptional organizational, communication and presentation (verbal and written) skills a plus

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 are 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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