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 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 .

#LI-JD1 #GD #LI-Remote