Senior Associate [Client Advisory & Management Services Group]
CohnReznick, Dallas, TX, United States
Senior Associate [Client Advisory & Management Services Group]
Opportunity ID: 9426
Department: Tax
Location: Dallas, Texas
Function: Tax
This position is rooted within the Client Advisory & Management Services (CAMS) practice. The CAMS team partners closely with clients to strengthen and modernize their finance and accounting functions. Our professionals deliver hands‑on support across day‑to‑day accounting, financial reporting, month‑end close, audit readiness, budgeting, and process improvement, helping organizations operate more efficiently and make informed business decisions. The team serves a diverse client base from entrepreneurial and growth‑stage companies to established middle‑market organizations across a variety of industries.
Remote Work: This position is considered remote, meaning you do not need to be located near a CohnReznick office. However, remote employees may be required to attend office locations for client work, team meetings, or trainings with scheduled notice.
YOUR ROLE
Responsibilities include, but are not limited to:
The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non‑routine projects that our clients need. In addition to being a resource to other supported team members, Senior Associates can be expected to assist with onboarding new clients and documenting policies and procedures for bookkeeping processes. Experience with Quickbooks Online and BILL is a plus, as well as familiarity with budgeting, invoicing and payroll.
YOUR EXPERIENCE
The successful candidate will have:
Bachelor's or Master's in Accounting/Taxation preferred
CPA, JD or EA not required but preferred
3‑5 years' experience in a public accounting firm
1+ year of supervisory experience
Ability to lead, manage and develop staff in a highly interactive team environment
Strong knowledge and experience with Excel
Solid working knowledge of Microsoft Office and Quickbooks Online
Exceptional organizational, communication and presentation (verbal and written) skills
Benefits
We invest in a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for employees to volunteer.
Equal Employment Opportunity
CohnReznick is an equal‑opportunity employer, committed to a diverse and inclusive team. 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 during our recruitment process, please contact us at CRaccommodation@CohnReznick.com. This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
#J-18808-Ljbffr
Opportunity ID: 9426
Department: Tax
Location: Dallas, Texas
Function: Tax
This position is rooted within the Client Advisory & Management Services (CAMS) practice. The CAMS team partners closely with clients to strengthen and modernize their finance and accounting functions. Our professionals deliver hands‑on support across day‑to‑day accounting, financial reporting, month‑end close, audit readiness, budgeting, and process improvement, helping organizations operate more efficiently and make informed business decisions. The team serves a diverse client base from entrepreneurial and growth‑stage companies to established middle‑market organizations across a variety of industries.
Remote Work: This position is considered remote, meaning you do not need to be located near a CohnReznick office. However, remote employees may be required to attend office locations for client work, team meetings, or trainings with scheduled notice.
YOUR ROLE
Responsibilities include, but are not limited to:
The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non‑routine projects that our clients need. In addition to being a resource to other supported team members, Senior Associates can be expected to assist with onboarding new clients and documenting policies and procedures for bookkeeping processes. Experience with Quickbooks Online and BILL is a plus, as well as familiarity with budgeting, invoicing and payroll.
YOUR EXPERIENCE
The successful candidate will have:
Bachelor's or Master's in Accounting/Taxation preferred
CPA, JD or EA not required but preferred
3‑5 years' experience in a public accounting firm
1+ year of supervisory experience
Ability to lead, manage and develop staff in a highly interactive team environment
Strong knowledge and experience with Excel
Solid working knowledge of Microsoft Office and Quickbooks Online
Exceptional organizational, communication and presentation (verbal and written) skills
Benefits
We invest in a robust Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for employees to volunteer.
Equal Employment Opportunity
CohnReznick is an equal‑opportunity employer, committed to a diverse and inclusive team. 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 during our recruitment process, please contact us at CRaccommodation@CohnReznick.com. This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
#J-18808-Ljbffr