Tax Manager - T&E [Trust & Estate]

CohnReznick; Hartford (CT); Remote; USD 90,000 - 130,000; Full time

Job summary

CohnReznick, a leading professional services firm, seeks a Tax Manager for their Trust & Estate Tax team within the National Tax practice. This remote role offers an opportunity to lead a team, manage high net worth client relationships, and make a significant impact on tax planning and compliance. Ideal candidates have strong tax expertise and supervisory experience, with a focus on providing exceptional service to clients and developing team capabilities.

Benefits

Generous PTO

Flexible work environment

Expanded parental leave

Extensive learning & development

Paid time off for volunteering

Qualifications

• Minimum of 5 years of progressive tax experience with trusts and estates.
• Minimum of 2 years of supervisory experience.
• Excellent communication and presentation skills.

Responsibilities

• Review gift, estate, and fiduciary income tax returns.
• Provide tax planning and consulting to high net worth clients.
• Manage client relationships and team engagements.

Skills

Leadership

Communication

Tax Planning

Education

Bachelor's degree in Accounting

Master's in Tax

CPA, LLM or JD

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 Managerto 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 PCS Tax functions (personal, partnership and S Corp tax returns) as needed
• Review fiduciary accounting for trusts and estates
• Provide tax planning and consulting tohigh net worth cli ents for estate and individual income taxes;
• Haveresponsibility 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'sdegree in Accounting; Master's in Tax is a plus
• CPA, LLM or JD is required
• Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients
• Minimum of 2 years of supervisory experience, preferably in a public accounting firm
• Ability to lead, manage and develop staff in a highly interactive team environment
• Excellent communication and presentation (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.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.