Bookkeeper [Private Client Services Group]

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 Bookkeeper to join the team in our New York City office. 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 providing various services for Family Offices and UHNWIs. We work with clients to help them achieve their financial and personal goals 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 as well as work independently demonstrating true ownership of their engagements 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 Are Not Limited To • Support the Private Client Services Tax team in the preparation and organization of individual, trust, and estate tax engagements, including familiarity with Form 1040 and related schedules and supporting documentation • Prepare Forms 1099 and manage related electronic filings for individual and family office clients • Triage, organize, and track client‑provided tax documents, ensuring completeness and maintaining checklists of outstanding items for high‑net‑worth individuals, trusts, estates, and closely held entities • Assist with bookkeeping and administrative support for private client engagements, including reconciliation of financial data used for tax compliance and planning • Coordinate with tax professionals to support timely delivery of tax returns and client deliverables during peak filing seasons • Maintain accurate and well‑organized electronic client files in accordance with firm and PCS standards • Provide general administrative and operational support to the PCS Tax team as needed • Ability to work overtime as required during peak tax deadlines Your Experience. The successful candidate will have: • Ability to prepare Financial Statements from bookkeeping/accounting programs • Knowledge of A/R, A/P, GL, and general understanding of taxes such as payroll, sales tax, income tax • Must have strong attention to detail, work efficiently, and understand the importance of self-review of their work before submitting to the team • Must have day to day client exposure with strong communication and interpersonal skills • Must have the ability to prioritize work on several projects within a short period of time and handle the pressure of working within tight deadlines understanding the importance of being responsive • Strong knowledge and experience with QuickBooks, bill.com or other accounting software programs • 10+ years of bookkeeping experience preferred • Must be able to communicate positively and be a strong team player 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. In New York, the salary range for a Bookkeeper 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 Life 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 Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com 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