[Hiring] Tax Manager @CohnReznick

Role Description

The Tax Manager is responsible for managing the preparation, review, and delivery of complex individual income tax returns while leading and developing a team of tax professionals. This role requires strong technical expertise in individual taxation, gift and trust taxation, excellent project management skills, and a commitment to delivering exceptional client service. The Tax Manager serves as a trusted advisor to clients, mentors staff, and drives process improvements to enhance efficiency and quality within the 1040 practice.

• Technical Tax Responsibilities
  • Review complex federal, state, and local individual income tax returns (Forms 1040).
  • Review and assist with gift tax returns (Forms 709) and fiduciary income tax returns (Forms 1041).
  • Research and resolve technical tax issues related to individual, trust, estate, and gift taxation.
  • Identify tax planning opportunities and communicate recommendations to clients and engagement teams.
  • Ensure compliance with changing tax laws, regulations, and firm policies.
  • Review workpapers and supporting documentation for accuracy, completeness, and consistency.
• Client Service & Relationship Management
  • Serve as a primary point of contact for clients regarding tax compliance and planning matters.
  • Manage multiple client engagements and ensure deadlines are met.
  • Communicate project status, tax implications, and recommendations clearly and professionally.
  • Develop and maintain strong client relationships through responsiveness and proactive service.
  • Assist with client onboarding and engagement planning.
  • Be able to prepare client invoices and follow up on overdue bills.
• Team Leadership & Development
  • Supervise, mentor, and develop staff and senior tax associates.
  • Review work prepared by team members and provide timely, constructive feedback.
  • Assist with training initiatives and technical development programs.
  • Support staff career development through coaching and performance discussions.
  • Foster a collaborative, positive, and high-performance team environment.
• Practice Management
  • Monitor workflow, staffing, and project deadlines throughout the year.
  • Utilize technology and workflow tools to improve efficiency and quality.
  • Support process improvement initiatives, automation projects, and standardization efforts.
  • Ensure engagement budgets and realization goals are achieved.
  • Participate in hiring, training, and retention efforts.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or related field.
• CPA or EA certification required.
• 5–8+ years of public accounting experience, with significant experience in individual taxation.
• Experience reviewing Forms 1040, 1041, and 709.
• Strong knowledge of federal and state income tax laws.
• Experience using CCH Axcess Tax and related tax technology platforms.
• Advanced tax research and analytical skills.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities while meeting deadlines.
• Experience working with high-net-worth individuals, family groups, trusts, and closely held businesses.
• Experience with multi-state taxation, international reporting (FBAR, Forms 8938, 5471, etc.), and advanced individual tax planning.
• Prior experience leading teams and managing client relationships.

Benefits

• Generous PTO.
• Flexible work environment.
• Expanded parental leave.
• Extensive learning & development opportunities.
• Paid time off for employees to volunteer.