Manager - Private Client Services

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 an Manager – Private Client Services to join the team in our Hartford, CT office.

YOUR TEAM.

This position will support our PCS Group. 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?

• Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week)
• Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child.
• Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home.
• Diversity & Inclusion: Whether it’s through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in.
• Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure.
• Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs.
• Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members’ mental and physical well-being.
• Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice.
• The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to.
  

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
• Must have experience in managing the process of financial statement preparation of compilations and reviews
• Must have 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

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

After reviewing this job posting, are you hesitating to apply because you don’t meet every single requirement? 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 CRaccommodation@cohnreznick.com 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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