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 a Tax Senior Associate to join our Private Client Service group located in our Denver Office. YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services. 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: Prepares trust, personal, partnership, and S Corp tax returns Prepares amended tax returns Responds to tax notices and does initial drafts of any related correspondence required Works on client matters while maintaining confidentiality Possesses the technical knowledge sufficient to train and supervise entry-level and experienced associates Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm Acquires the skills necessary to develop quality client relationships and loyalty Assumes responsibility for completing engagements assigned Complies with all professional standards and ethics Develops new client contacts and relationships beneficial to the Firm Consistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for manager/partner review processes Achieves efficiency as measured by actual hours vs. budgeted hours per engagement Develops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary services YOUR EXPERIENCE The successful candidate will have: 3+ years of work experience in another public accounting firm PCS experience is preferred Bachelor's Degree required Master's degree preferred Eligible for the CPA or Enrolled Agent licensure Strong experience using Microsoft Office Suite Knowledge of tax software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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. You may be just the right candidate for this or one of our other roles. In Colorado, the salary range for a Tax Senior Associate is $75,000 to $105,000. 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, visit . 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 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.
04/18/2024
Full time
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 a Tax Senior Associate to join our Private Client Service group located in our Denver Office. YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services. 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: Prepares trust, personal, partnership, and S Corp tax returns Prepares amended tax returns Responds to tax notices and does initial drafts of any related correspondence required Works on client matters while maintaining confidentiality Possesses the technical knowledge sufficient to train and supervise entry-level and experienced associates Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm Acquires the skills necessary to develop quality client relationships and loyalty Assumes responsibility for completing engagements assigned Complies with all professional standards and ethics Develops new client contacts and relationships beneficial to the Firm Consistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for manager/partner review processes Achieves efficiency as measured by actual hours vs. budgeted hours per engagement Develops an understanding of the Firm's practices, policies, procedures, and multi-disciplinary services YOUR EXPERIENCE The successful candidate will have: 3+ years of work experience in another public accounting firm PCS experience is preferred Bachelor's Degree required Master's degree preferred Eligible for the CPA or Enrolled Agent licensure Strong experience using Microsoft Office Suite Knowledge of tax software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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. You may be just the right candidate for this or one of our other roles. In Colorado, the salary range for a Tax Senior Associate is $75,000 to $105,000. 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, visit . 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 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.
Ballard Spahr LLP a national law firm with over 600 lawyers in 15 offices across the country is seeking an Estate Specialist/Tax Accountant to prepare the tax filings for clients of our Private Client Services practice. The selected individual must have substantial experience in the preparation of Federal gift tax returns and Federal and State and income tax returns including fiduciary, individual, partnership tax returns, partnership accounting, and in calculating applicable estimated tax payments. The selected individual will keep abreast of relevant tax law developments and changes . This position is located in Minneapolis and may be a hybrid work arrangement with 3 days in the office per week. Our Estate Specialist/Tax Accountant will: Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates. CPA or enrolled agent preferred. Prepare Federal and State estate and gift tax returns. Prepare trust accountings including conservatorship and estate accountings to be filed with the appropriate court. Prepare foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023). Remain current on relevant tax law developments and changes. Prepare probate and related papers. Gather and arrange for valuation of decedents' assets. Oversee fiduciary accounting and bookkeeping. The ideal candidate will demonstrate superior organizational and problem solving skills and the ability to set priorities and manage multiple deadlines in a fast-paced environment. Be self-motivated, results-orientated professional exuding integrity and able to build trust and credibility with all parties. Have a keen attention to detail and accuracy, outstanding interpersonal skills, ability to interact with a broad range of people, ability to communicate effectively and establish a good rapport with clients. Qualified candidates will possess a Bachelor's degree in accounting with a minimum of five years of relevant experience, preferably in the legal environment. Mathematical proficiency and knowledge of Microsoft Office programs is required. Must be willing to accept responsibilities that may demand a commitment of more than 40 hours per week, particularly in peak seasons. A flexible schedule is available during non-peak seasons. Ballard Spahr is committed to increasing diversity in the legal profession and to supporting the communities where we live and work. People from all backgrounds are valued and integrated into every part of the firm. Diverse candidates including women, people of color and members of the LGBTQAI+ community, veterans and individuals with disabilities are encouraged to apply. The firm is not accepting resumes from search firms for this position. Ballard Spahr offers excellent compensation, a comprehensive benefits package, and a generous paid time off program. For immediate consideration, please visit and apply online. Ballard Spahr is an equal opportunity employer committed to fostering a culturally diverse environment. The firm encourages applications from a diverse pool of candidates, and all qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
04/12/2024
Full time
Ballard Spahr LLP a national law firm with over 600 lawyers in 15 offices across the country is seeking an Estate Specialist/Tax Accountant to prepare the tax filings for clients of our Private Client Services practice. The selected individual must have substantial experience in the preparation of Federal gift tax returns and Federal and State and income tax returns including fiduciary, individual, partnership tax returns, partnership accounting, and in calculating applicable estimated tax payments. The selected individual will keep abreast of relevant tax law developments and changes . This position is located in Minneapolis and may be a hybrid work arrangement with 3 days in the office per week. Our Estate Specialist/Tax Accountant will: Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates. CPA or enrolled agent preferred. Prepare Federal and State estate and gift tax returns. Prepare trust accountings including conservatorship and estate accountings to be filed with the appropriate court. Prepare foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023). Remain current on relevant tax law developments and changes. Prepare probate and related papers. Gather and arrange for valuation of decedents' assets. Oversee fiduciary accounting and bookkeeping. The ideal candidate will demonstrate superior organizational and problem solving skills and the ability to set priorities and manage multiple deadlines in a fast-paced environment. Be self-motivated, results-orientated professional exuding integrity and able to build trust and credibility with all parties. Have a keen attention to detail and accuracy, outstanding interpersonal skills, ability to interact with a broad range of people, ability to communicate effectively and establish a good rapport with clients. Qualified candidates will possess a Bachelor's degree in accounting with a minimum of five years of relevant experience, preferably in the legal environment. Mathematical proficiency and knowledge of Microsoft Office programs is required. Must be willing to accept responsibilities that may demand a commitment of more than 40 hours per week, particularly in peak seasons. A flexible schedule is available during non-peak seasons. Ballard Spahr is committed to increasing diversity in the legal profession and to supporting the communities where we live and work. People from all backgrounds are valued and integrated into every part of the firm. Diverse candidates including women, people of color and members of the LGBTQAI+ community, veterans and individuals with disabilities are encouraged to apply. The firm is not accepting resumes from search firms for this position. Ballard Spahr offers excellent compensation, a comprehensive benefits package, and a generous paid time off program. For immediate consideration, please visit and apply online. Ballard Spahr is an equal opportunity employer committed to fostering a culturally diverse environment. The firm encourages applications from a diverse pool of candidates, and all qualified applicants will receive consideration for employment without regard to race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
As a Senior Manager / Director in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits and incentives space. We are looking for someone with Energy Credits experience. Cherry Bekaert is aware that significant expertise is required in the market to structure green energy transactions to maximize monetization of these attributes. Maximizing project value in the green energy space requires complex partnership structures splitting tax attributes from cash. Tax equity investors, private equity investors, and developers require detailed partnership tax models to value their investment. You will be the leader of a small team with significant industry deal and modeling experience in order to build out Cherry Bekaert's renewable energy practice. Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well as developing a new client base in this space. What you bring to the role: 8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Demonstrated advanced understanding of Subchapter K Financial modeling expertise Travel up to 10% Skills you need for this role? Previous Big 4 experience Knowledge of the soon to be enacted energy tax incentives passed by Congress Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit . Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: (url removed) Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and . 2022 Cherry Bekaert. All Rights Reserved. No agency candidates, please.
10/05/2022
Full time
As a Senior Manager / Director in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the credits and incentives space. We are looking for someone with Energy Credits experience. Cherry Bekaert is aware that significant expertise is required in the market to structure green energy transactions to maximize monetization of these attributes. Maximizing project value in the green energy space requires complex partnership structures splitting tax attributes from cash. Tax equity investors, private equity investors, and developers require detailed partnership tax models to value their investment. You will be the leader of a small team with significant industry deal and modeling experience in order to build out Cherry Bekaert's renewable energy practice. Cherry Bekaert is interested in providing tax equity investment opportunities to its current client base as well as developing a new client base in this space. What you bring to the role: 8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Demonstrated advanced understanding of Subchapter K Financial modeling expertise Travel up to 10% Skills you need for this role? Previous Big 4 experience Knowledge of the soon to be enacted energy tax incentives passed by Congress Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. "Cherry Bekaert" is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit . Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: (url removed) Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on , , , and . 2022 Cherry Bekaert. All Rights Reserved. No agency candidates, please.