Tax Senior Manager - T&E [Trust & Estate]
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 Manager 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!
Requirements
- Active CPA license in at least one State
- 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
Nice To Haves
- Master in Tax is a plus
- LLM or JD is preferred
Responsibilities
- Read and interpret wills and trust agreements for tax-relevant provisions
- Review complex gift, estate and fiduciary income tax returns
- Review fiduciary accountings for trusts and estates
- Provide wealth transfer tax planning and tax consulting to ultra high net worth clients
- Research and consult on various estate, gift, and fiduciary income tax related issues: i.e., State trust residency and taxation, grantor trust toggling; GST tax implications; pre- and post-mortem tax optimization
- Help generate opportunities within existing clients, as well as meeting with and pursuing new clients
- Assume responsibility for managing all aspects of client relationships
- Manage a team of professionals within the group to complete engagements from start to finish
Benefits
- generous PTO
- flexible work environment
- expanded parental leave
- extensive learning & development
- paid time off for employees to volunteer
- discretionary performance bonus
- access to best-in-class learning and development platforms
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What This Job Offers
Job Type
Full-time
Career Level
Senior
