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

CohnReznick; Chicago (IL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Discretionary performance bonus

Generous paid time off

Expanded parental benefits

Learning & development platforms

Job summary

CohnReznick is seeking a National Tax Senior Associate to focus on Trust & Estate work, with potential 1040/1041 involvement. You will collaborate with tax experts, learn rapidly, and contribute to high net worth client service.

The role requires 3+ years in tax with trusts/estates, a strong CPA/EA/LLM/JD preferred, and a commitment to excellence in client service and leadership within the National Tax Team.

Qualifications

• 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.

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.

Skills

Strong tax research skills

Excellent communication and presentati

Education

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

Job description

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.

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 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.

In Illinois, the salary range for a National Tax Senior Associate is $85,000 to $125,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick.

"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.

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