Tax Senior Manager - T&E [Trust & Estate]Opportunity ID
9663
Department
Tax
Location(s)
Chicago
State
Illinois
Function
National Tax
Job Description
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!
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. The successful candidate will have: - 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
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.
In
Illinois, the salary range for a
National Tax Senior Manager is $150,000 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
."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.
#LI-JD1 #GD #LI-Remote
