Tax Senior Associate - T&E [Trust & Estate]

CohnReznick• , IL

12h•$80,000 - $120,000•Hybrid

About The Position

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 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. 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: Review gift, estate, and fiduciary income tax returns for the T&E Group. Handle 1040/1041 returns as needed. Review fiduciary accounting for trusts and estates. Provide tax planning and consulting to high net worth clients for estate and individual income taxes. 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, EA, LLM, or JD is preferred Minimum of 3 years of progressive tax experience with trusts and estates, as well as high net worth clients Strong tax research skills Excellent communication and presentation (verbal and written) skills 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.

Requirements

Bachelor's degree in Accounting
Minimum of 3 years of progressive tax experience with trusts and estates, as well as high net worth clients
Strong tax research skills
Excellent communication and presentation (verbal and written) skills

Nice To Haves

Master's in Tax is a plus
CPA, EA, LLM, or JD is preferred

Responsibilities

Review gift, estate, and fiduciary income tax returns for the T&E Group.
Handle 1040/1041 returns as needed.
Review fiduciary accounting for trusts and estates.
Provide tax planning and consulting to high net worth clients for estate and individual income taxes.
Have responsibility for managing all aspects of client relationships.
Manage a team of professionals within the group to complete engagements from start to finish.