Stan Hamlet Associates Inc.

60 E. 42 Street, Suite 4600, New York, NY 10165

Manager - Private Client Services

Manager - Private Client Services

Salary commensurate with experience

Job Summary

Top 20 CPA firm is currently has an exciting career opportunity. We are looking for a Manager to join our Private Client Services (PCS) team.

If you are:

  • A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities

  • A team player who believes in providing world-class client service and interested in becoming immersed in various industries

  • Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community

Look ahead. Imagine more. And consider Joining the CohnReznlck team.

We offer:

  • Endless opportunities to contribute to one of the largest professional services firm in the US

  • A unique culture that values collaboration in everything we do

  • A team or proressionars driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference

  • A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work

  • Varied career paths supported by strong professional development programs and resources

  • A flexible work environment with competitive benefits

The PCS Manager will be in charge of reviewing business tax returns including Forms 1120, 1120S and 1065 as well as Individual returns including form 1040 and Schedules C & E; and reviewing compilation/review financial statements for compliance standards etc. You will have the opportunity to work collaboratively with the broader CohnReznick team in delivering the highest quality service to our clients; interact directly with our clients, and team on a regular basis to better understand the needs of the firm; and grow and develop your career. The individual will be involved in supporting staff in advising prominent clients on the day to day operation of their business, as well as tax planning, tax research and tax preparation.

Job Responsibilities:

  • Work with a team to meet various department and client deadlines throughout the year

  • Leading and managing multiple tax engagements that integrate tax efficiency wilh 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

Required Skills:

  • 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


Contact a Stan Hamlet Associate: 212-685-4884. Or Contact Stan Hamlet: 914-953-9028