Tax Senior Manager or Director - T&E [Trust & Estate]

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. We currently have an exciting career opportunity for a Tax Senior Manager or Director to join our Trust & Estate Tax team within our National Tax practice.

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 remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM This position is situated within our National Tax Team and will focus on Trust & Estate work, along with the potential to help with 1040/1041 work as well. You will partner with other technical experts within the tax field and have the opportunity to learn and develop at a rapid pace.

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. There are many ways to find your “why” at the firm, from solving client challenges with peers to volunteering in the community. We balance work with everyday life and offer a Total Rewards package that includes generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for volunteering.

YOUR ROLE Responsibilities

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 & summarize estate planning documents, and provide guidance on federal & state income and death tax treatment;

Research and consult on estate, gift and trust issues (e.g., trustee/beneficiary issues, tax impact of estate administration, generation skipping tax).

Help generate opportunities within existing clients and pursue new client engagements;

Prepare and present technical training to specialty groups and the core tax department;

Manage all aspects of client relationships; supervise a team of professionals to complete engagements from start to finish.

Your Experience

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, and 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, please review our Universal Job Standards . 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, we still encourage you to apply. You may be the right candidate for this or other roles.

Equal Employment Opportunity Posters and related statements apply. If you are an individual with a disability in need of assistance during our recruitment process, please contact CRaccommodation@CohnReznick.com . This email address is reserved for individuals with disabilities and is not a general inquiry about positions or application statuses.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.

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