Tax Senior Associate [Financial Services] Opportunity ID 8036 Department Tax Location(s) Los Angeles State California Function Tax 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 Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid capacity. CohnReznick is a hybrid firm 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 alternate time between both remote and office. t CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you’ll work with some of the nation’s leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You’ll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you’ll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States—New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. 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: - Work with a team to meet various department deadlines throughout the year - Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred - Assist with the process and review of tax returns - Various financial analysis including but not limited to balance sheets and income statements - Proficient in using various department software platforms - Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: - 3+ years of work experience in another public accounting firm - Financial Services Experience preferred - Heavy Partnership Experience preferred - Bachelor’s Degree required - CPA licensure achieved or eligibility to sit for the exam - Strong experience using Microsoft Office Suite - Knowledge of audit 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 California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate’s geographical location, qualifications, experience, skills, and competencies. 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.

• Serve as the primary liaison for existing groups, maintaining positive relationships, and driving group satisfaction and retention • Attend virtual and in-person client meetings across Texas to build relationships with groups, conduct education meetings, and provide enrollment support • Lead renewal discussions, including negotiating terms and pricing to drive retention while balancing business objectives and client needs • Proactively identify potential obstacles to group success and collaborate with internal teams to develop strategic solutions • Collaborate closely with internal teams to ensure seamless implementation and optimize the group experience • Oversee resolution of escalated issues by responding swiftly and managing client inquiries, concerns, and requests • Be a part of a cutting-edge, fast-growing team

• Provide system-wide leadership for billing and client financial services operations. • Drive revenue cycle performance through effective reimbursement strategies, revenue optimization, and cash flow management. • Monitor key performance metrics and implement initiatives that improve outcomes and operational efficiency. • Partner with RCM leadership to establish annual quality, productivity, and performance goals. • Support budgeting, forecasting, staffing plans, and revenue modeling activities. • Identify and lead process improvement initiatives that enhance accuracy, efficiency, and financial performance. • Recruit, develop, coach, and retain high-performing team members and leaders. • Conduct performance reviews, provide ongoing feedback, and support professional growth. • Foster a culture of accountability, collaboration, innovation, and continuous improvement. • Ensure compliance with all federal, state, payer, accreditation, and organizational requirements. • Maintain alignment with company policies, procedures, and strategic objectives. • Monitor departmental performance and implement corrective action plans when necessary. • Provide oversight and guidance for complex billing issues and operational challenges. • Collaborate with executive and operational leaders on strategic initiatives and organization-wide projects.

• Manage calendars and coordinate scheduling needs • Conduct client intake conversations and gather relevant details regarding potential matters • Ensure confidentiality and professionalism in all client interactions • Perform administrative support tasks as assigned • Schedule consultations, appointments, and meetings • Create clear summaries of client matters for attorney review • Collect and organize client information and supporting documentation • Transfer calls to the appropriate team members when necessary • Answer incoming phone calls in a professional and courteous manner • Serve as the primary point of contact for prospective and existing clients • Create a welcoming and positive experience for every caller and client • Follow up with potential clients when appropriate • Maintain accurate client records and documentation • Respond to client questions and provide exceptional customer service • Complete intake forms accurately and thoroughly