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

CohnReznick; Chicago (IL); Teletrabalho; USD 160 000 - 230 000; Tempo integral

Resumo da oferta

CohnReznick is seeking a Tax Senior Manager to join the National Tax team, focusing on trust and estate work with potential 1040/1041 duties. You will partner with specialists and develop rapidly within a collaborative, innovative firm.

The role requires a CPA, extensive tax experience, and supervisory capability in a public accounting setting; strong communication and leadership are essential. Remote work may be possible with occasional office presence, within the US.

Qualificações

• Active CPA license in at least one state.
• Experience with trusts and estates; high net worth clients.
• Minimum of 8 years progressive tax experience.
• Minimum of 5 years supervisory experience in public accounting.
• Strong tax research, communication, and team leadership skills.

Responsabilidades

• 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 estate, gift, and fiduciary tax issues including GST implications.
• Help generate opportunities within existing clients and pursue new ones.
• Manage client relationships from start to finish.
• Lead and develop staff within the group.

Conhecimentos

CPA license

Tax research

Staff leadership

Communication skills

Public accounting experience

High net worth experience

Trusts & estates

Supervisory experience

Client relationship management

Formação académica

Master in Tax

LLM or JD

Descrição da oferta de emprego

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!

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

• 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; and
• Manage a team of professionals within the group to complete engagements from start to finish.

Your Experience.

• Active CPA license in at least one State; Master in Tax is a plus
• LLM or JD is preferred
• 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

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.

Universal Job Standards.

In Illinois, the salary range for a National Tax Senior Manager is $160,000 to $230,000. 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.