Tax Manager [High Net Worth Individuals]
$105k - $175kCohnReznick LLP
Opportunity ID 9285/*generated inline style */ Department Tax /*generated inline style */ Location(s) Long Island, New York, White Plains /*generated inline style */ State New York /*generated inline style */ Function Tax /*generated inline style */ Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.We currently have an exciting career opportunity for a Tax Manager to join the team in one of our New York Metro offices.CohnReznick is a hybrid firm and 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 be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.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:Serving as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, final deliverable development, and billing and collections. Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategiesPresenting federal and state income tax returns and strategizing for clientsWorking with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundationsIdentifying industry/client tax planning opportunities and issuesImplementing tax advice in response to new legislations and planningFacilitating complex tax research, and establishing tax strategies for various client business transactionsAdvising regarding IRS and state issues, and responding to correspondence and auditsAssisting with interim tax projections and year end closeoutsProviding supervision, training, and mentoring to tax staff, seniors and other team membersYOUR EXPERIENCE. The successful candidate will have:5+ years of work experience in another public accounting firmPCS experience requiredBachelor’s Degree requiredCPA or Enrolled Agent licensure requiredStrong experience using Microsoft Office SuiteKnowledge of tax software such as CCH AxcessExceptional organizational and communication (verbal and written) skillsStudies 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.In New York, the salary range for a Tax Manager is $105,000 to $175,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visitLife at CohnReznick."CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.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 PostersIf you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at View email address on click.appcast.io 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. #GD #CB #LI-ES1 #LI-Hybrid/*generated inline style */
$105.38k - $215.38k
...Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong... ...matters? If so, this Tax Delivery Manager role in Global Employer Services (GES... ...to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements...High net worthWork at officeLocal area$100k - $150k
...is a top-ranked accounting, tax, and advisory firm with offices... ..., helping organizations and individuals navigate complex challenges... ...seeking an experienced Tax Manager to join our growing Private... ...and consulting services to high-net-worth individuals, families, and closely...High net worthFull timePrivate practiceLocal area3 days per week$100k - $120k
...Job Description Job Description Senior Tax Accountant / Tax Manager | Hybrid Schedule | Public Accounting | $100K–$120K Location:... ...year Become the trusted tax advisor for businesses, high-net-worth individuals, estates, trusts, and nonprofit organizations while...High net worthFull timeSeasonal workRemote work$95k - $115k
...top-ranked accounting, tax, and advisory firm with... ...helping organizations and individuals navigate complex... ...will play a key role in managing tax engagements for middle... ...and partners to deliver high-quality client service,... ....Experience with high-net-worth individual taxation a plus...High net worthFull timeLocal area3 days per week- ...within our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families, family... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Manager, Private Client Services is...High net worthPrivate practiceWork at office
$130k - $165k
...Job Description Job Description Most Tax Manager roles give you more returns to review and more deadlines to... ...its growing PCS practice. You'll work directly with high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and estates across...High net worthPrivate practice$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b$112k - $150k
...within our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families, family... ...other people with complicated tax and financial structures. The... ...insurance planning. A Tax Manager, Private Client Services is...High net worthPrivate practiceWork at office- ...Hedge Fund;Private EquitySelling Points Lead impactful tax strategies for high-net-worth individuals and entities. Collaborate with top advisors to... ...trustees, and advisors to ensure accurate and compliant tax management.Oversee tax compliance, planning strategies, and...High net worthWork at office
$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across... ...industries and sectors, helping organizations and individuals navigate complex challenges with... ...for you!We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice...Full timeLocal area3 days per week- .../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...helps organizations optimize performance, manage risk, and maximize value through CohnReznick... ...Opportunity PostersIf you are an individual with a disability in need of assistance at...Work experience placementInterim roleWork at officeLocal areaFlexible hours3 days per week
$150k - $250k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...exciting career opportunity for a Tax Senior Manager to join the team in one of our New York... ...financial matters tied to their business, individual and familial needs. The right candidate...Private practiceLocal areaFlexible hours3 days per week$135k - $160k
Tax Leader Wanted: Join a Growing CPA Firm in Stamford, CT! Step... ...with New England charm. A highly respected and expanding CPA firm... ...metro area is seeking a Tax Manager (or a rising Senior ready to take... ...estate, hedge funds, or high-net-worth clients? Huge plus in this...High net worthFull timeLocal areaFlexible hours$250k - $400k
...Firm , is actively seeking a Tax Director with deep expertise in Partnership, Equity, and High-Net-Worth (HNW) taxation. This is a hybrid... ...retired, and former partners Manage the non-resident U.S. partner... ...related notices on behalf of individual partners Review monthly...High net worthFull time$110k - $160k
...Tax Manager Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting... ...-driven environment ~ Maintains a high level of professionalism and consistently...Summer workWork at officeLocal areaRemote workFlexible hours$190k - $250k
...is looking to add a Private Client Services Tax Director to work with high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and estates... ...Serve as a senior technical resource for Managers, Seniors, and other members of the PCS practice...High net worthPrivate practice$80k - $110k
...Westchester, Long Island and Connecticut specializing in wealth management, financial advisory and tax/accounting services. NEWLY-CREATED TAX ACCOUNTANT... ...: Prepare federal, state, and local tax returns for individuals, businesses, and trusts. Identify and implement basic...High net worthFull timeWork at officeLocal area$200k - $300k
...Company Hiring Senior Level Tax Director Full time | Talentuition... ...as second in command to the managing partner. A true leadership... ...& Company requires an individual with proven industry success... ...tax planning strategies for high-net-worth individuals while...High net worthFull timeWork experience placementSummer workWork at officeFlexible hours$150k - $200k
...Job Description Job Description Senior Tax Manager | Independent CPA Firm | Partner Track | Connecticut | Hybrid Location: Hybrid... ...firm Complex, Interesting Work — Partnerships, HNW individuals, closely held businesses, professional services, manufacturing...High net worthTemporary workWork at officeImmediate startFlexible hours$150k - $250k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...helps organizations optimize performance, manage risk, and maximize value through CohnReznick... ...Opportunity Posters.If you are an individual with a disability in need of assistance at...Local areaFlexible hours3 days per week$105k - $175k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...helps organizations optimize performance, manage risk, and maximize value through CohnReznick... ...Opportunity Posters.If you are an individual with a disability in need of assistance at...Local areaFlexible hours3 days per week$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...sectors, helping organizations and individuals navigate complex challenges... ...and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the...High net worthFull timeWork at officeLocal area3 days per week$100k - $140k
...from Insite US Join a respected mid-size CPA firm serving high-net-worth individuals and businesses across dynamic industries. Known for long-term... .... Role Highlights: Prepare/review individual and business tax returns Advise clients on tax planning and savings Stay current...High net worthFull timeRemote workFlexible hours$65k - $85k
...Feldman is seeking a Tax Staff Accountant to join... ...Description Prepare individual, corporate (S corp and... ...reports that may include net worth statements, cash flow... ...or CPA eligibility is highly preferred Solid... ..., communication, time management, emotional intelligence...High net worthWork experience placementWork at officeLocal area$90k - $125k
...Feldman is seeking a Senior Tax Staff Accountant,... ...business management experience, to join our... ...Description Prepare and review individual, corporate (S corp and... ...reports that may include net worth statements, cash flow... ...in a similar role is highly preferred Experience working...High net worthWork experience placementWork at officeLocal area$103.1k - $214.9k
...Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...providing dedicated tax technical services to both US... ...to the unique needs of the high-net worth tax industry. The team has a... ...Partnerships) as well as high-profile individuals/families. That will make you...High net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...with 4-6 years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates. This role centers on advanced wealth transfer strategies, tax-driven estate planning, and preparation of Federal and New York State estate...High net worth
- A Career with Point72's Tax TeamPoint72’s Tax team sits at the center of a sophisticated global investment platform... ...and planning across hedge funds, private equity and management companies, high-net-worth individuals, and tax-exempt organizations.The team partners...High net worthWork at office
- A Career with Point72’s Tax teamPoint72’s Tax team sits at the center of a sophisticated global investment platform... ...across 30+ hedge funds, 75+ private equity and management companies, high-net-worth individuals, and tax-exempt organizations.The team partners closely...High net worthWork at office
- ...investment banking, securities, investment management and wealth management services. The... ...corporations, governments and individuals from more than 1,200 offices in 43 countries... ...plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley...High net worthTemporary workWork at officeWorldwide
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