Tax Senior Associate – Family Fiduciary Offices

Website CohnReznick

With a century’s worth of experience, nearly 4,000 global team members, and 25 locations including global subsidiaries, CohnReznick serves clients in 30 different industries through an integrated team of advisory, assurance, and tax professionals.

Responsibilities include but not limited to:

  • Accountable for the full accounting cycle, i.e., proper posting of all financial transactions to the general ledger, general ledger maintenance, generation/posting of all journal entries, monthly close, and preparation of financial reports
  • Oversee the accounting functions for families that includes accounts payable, ensuring accurate legitimate invoices and payments are processed in a timely manner
  • Gather and examine the financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions
  • Prepare periodic account reconciliations including bank and personal investment accounts
  • Monitor quality, verify information, and check the accuracy of own work
  • Demonstrates a high level of technical proficiency
  • Prepare monthly/quarterly financial packages for clients with related work papers
  • Assist with the preparation/review of financial statements, tax returns, and portfolio reports
  • Staying up to date with current technical developments and pending issues crucial to the client and firm
  • Carry out special projects and other duties as assigned

The successful candidate will have:

  • 3+ years of work experience in another public accounting firm
  • Family Office experience preferred
  • Bachelor’s Degree in accounting required
  • CPA or Enrolled Agent licensure achieved or eligibility to sit for the exam
  • Strong experience using Microsoft Office Suite
  • Knowledge of audit software such as Gem & Quick Books Online
  • Exceptional organizational and communication (verbal and written) skills

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