Tax Director
Opportunity ID
9559
Department
Tax
Location(s)
Los Angeles
State
California
Function
Tax
Job Description
We currently have an exciting career opportunity for a Director to join our Private Client Services team within our Los Angeles 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 rooted within the Operating Partnerships, Flow Through Entities and Family Offices, Private Client Services practice with a focus on tax services for Family Offices. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.
YOUR ROLE.
Responsibilities include but not limited to:
Review complex gift, estate and fiduciary income tax returns
Review fiduciary accountings for trusts and estates
Provide tax planning and consulting to high net worth clients for estate and individual income taxes
Read & summarize estate planning documents, as well as provide guidance on both federal & state income and death tax treatment
Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, tax impact of estate administration, and generation skipping tax issues
Help generate opportunities within existing clients, as well as meeting with and pursuing new clients
Prepare & present technical training to specialty group and core tax department
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:
12+ years of experience in public accounting industry.
Bachelor's degree in Accounting; Master's in Tax is a plus
CPA or JD is required
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 California, the salary range for a Tax Director is $225,000 - $325,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. 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 .
"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.
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