Overview

Tax Senior Manager or Director - Trust & Estate, National Tax, Chicago, Illinois. Opportunity ID: 8825. Department: Tax. Location: Chicago, IL. Function: National Tax.

CohnReznick grows with opportunities across advisory, assurance, and tax. The firm provides leaders with industry knowledge and client-focused solutions, serving organizations worldwide as an independent member of Nexia. We are seeking a Tax Senior Manager or Director to join our Trust & Estate Tax team within our National Tax practice.

CohnReznick is a hybrid firm. This position is remote but may require presence at a CohnReznick office for client work, team meetings, or trainings with scheduled notice.

Your Team

This position is within our National Tax Team and will focus on Trust & Estate work, with potential involvement in 1040/1041 work as well. You will partner with other technical experts and have opportunities to learn and develop rapidly.

Why CohnReznick?

We are united by a mission to create opportunity, value, and trust for clients, our people, and communities. We offer a Total Rewards package including generous PTO, a flexible work environment, parental leave, learning and development, and paid time off to volunteer.

Your Role

Responsibilities include but not limited to:

• Review complex gift, estate and fiduciary income tax returns;
• Review fiduciary accountings for trusts and estates;
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes;
• Read and summarize estate planning documents, and provide guidance on federal & state income and death tax treatment;
• Research and consult on estate, gift and trust issues, such as trustee and beneficiary issues, tax impact of estate administration, and generation skipping tax issues;
• Help generate opportunities within existing clients and pursue new clients;
• Prepare and present technical training to specialty group and core tax department;
• Have responsibility for managing all aspects of client relationships;
• Manage a team of professionals within the group to complete engagements from start to finish.

Your Experience

The successful candidate will have:

• Bachelor's degree in Accounting; Master's in Tax is a plus
• CPA or JD is required
• Minimum of 8 years of progressive tax experience with trusts and estates, as well as high net worth clients
• Minimum of 5 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Ability to lead, manage and develop staff in a highly interactive team environment
• Excellent communication and presentation (verbal and written) skills

In addition, review our Universal Job Standards. We are a diverse, equitable, and inclusive workplace and encourage applicants who may not meet every qualification to apply.

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, disability or protected veteran status. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. This email address is reserved for individuals with disabilities and is not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the Talent Acquisition Team by written agreement. Any submission by an agency is at their own risk of fees unless otherwise agreed.

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