Opportunity ID
9716
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Department
Tax
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Location(s)
Jupiter
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State
Florida
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Function
Tax
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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 Senior Associate to join the Family Office team in our Jupiter 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 required to be in the office/together in person on average 3 days a week.
YOUR TEAM.
The Family Office/Senior Accountant provides oversight, review, and advisory support for complex clients and ultra‑high‑net‑worth families and their related entities, including non-profits, businesses, multi-generational wealth, and trusts. This role ensures the accuracy and integrity of financial records, resolves complex accounting issues, and serves as a trusted resource to both clients and internal teams.
The Senior Accountant plays a critical role in mentoring junior staff, improving processes, and elevating the overall quality of deliverables.
YOUR ROLE.
Responsibilities include but not limited to:
Client Service & Relationship Management
Serve as senior point of contact for assigned clients, addressing complex accounting matters
Identifying and explaining financial statements, trends, and anomalies to clients and advisors
Proactively anticipate client needs and recommend process or reporting improvements
Support managers with client communications and issue resolution
Teamwork is critical to success - collaborate with internal teams across tax, advisory, and other engagement teams to support coordinated service delivery
Accounting Oversight & Review
Review financial statements, reconciliations, and workpapers for accuracy and completeness
Resolve complex accounting and transactional issues across multi‑entity structures
Client cash flow management/projection, maximizing yield on cash accounts, evaluates client existing debt with consideration toward paying down debt or need for additional borrowing
Ensure consistency with firm standards and engagement expectations
Understand engagement terms and work performed
Provide final review sign‑off prior to manager or partner review when appropriate
Team Leadership & Development
Train, mentor, and coach Bookkeepers and Staff Accountants
Review junior staff work and provide clear, actionable feedback
Assist with onboarding and knowledge transfer
Serve as subject‑matter resource for accounting systems and workflows, while understanding family dynamics, personalities, and needs
Process Improvement & Engagement Support
Identify inefficiencies and recommend improvements to accounting processes
Assist with standardization, documentation, and best practices
Coordinate closely with tax and advisory teams on complex engagements
YOUR EXPERIENCE.
The successful candidate will have:
3 - 5 years of progressive accounting experience
Demonstrated review, mentoring, and leadership capabilities
Excellent communication and client‑facing skills
Strong Excel and Quick Books experience
Highly analytical, detail oriented, and organized.
Preferred
Bachelor’s degree in accounting or finance preferred, but not required
Extensive experience with UHNW individuals, trusts, and family-owned entities
Understanding of multi‑entity accounting
In addition, please take a moment to review our Universal Job Standards.
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.
"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
[email protected] 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.
#LI-DA1 #LI-Hybrid #GD #IND123
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