Tax Senior Associate - [Trust & Estate]Opportunity ID
9808
Department
Tax
Location(s)
Minneapolis
State
Minnesota
Function
Tax
Job Description
We currently have an exciting career opportunity for a
Tax Senior Associate to join our
Trust & Estate Tax team within our Minnesota 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!
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
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.
#GD #LI-KB2 #LI-Remote
