CohnReznick
Tax Senior Manager or Director - T&E [Trust & Estate]
CohnReznick, New York, New York, United States
Overview
Tax Senior Manager or Director - T&E [Trust & Estate] at CohnReznick. Hybrid/remote-friendly role focused on Trust & Estate work within the National Tax practice, with potential involvement in 1040/1041 work. This position is located within the National Tax Team and collaborates with technical experts.
Responsibilities
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, and advise on federal and state income and death tax treatment;
Research and consult on estate, gift and trust issues (trustee/beneficiary matters, estate administration tax impact, generation-skipping tax, etc.);
Generate opportunities within existing clients and pursue new clients;
Prepare and present technical training to specialty group and core tax department;
Manage client relationships and supervise a team to complete engagements from start to finish.
Your Experience
Bachelor's degree in Accounting; Master’s in Tax is a plus
CPA or JD required
Minimum of 8 years of progressive tax experience with trusts and estates, including 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 collaborative team environment
Excellent communication and presentation (verbal and written) skills
What We Offer At CohnReznick, we balance work with everyday life and offer a robust Total Rewards package, including generous PTO, a flexible work environment, parental leave, extensive learning & development, and volunteer time off.
Equal Opportunity CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status or disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability needing assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. This email is for accessibility needs only and is not a general inquiry about positions.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the CohnReznick Talent Acquisition Team through a written agreement. Any such submissions may be considered as not owing a fee to the submitting entity.
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Responsibilities
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, and advise on federal and state income and death tax treatment;
Research and consult on estate, gift and trust issues (trustee/beneficiary matters, estate administration tax impact, generation-skipping tax, etc.);
Generate opportunities within existing clients and pursue new clients;
Prepare and present technical training to specialty group and core tax department;
Manage client relationships and supervise a team to complete engagements from start to finish.
Your Experience
Bachelor's degree in Accounting; Master’s in Tax is a plus
CPA or JD required
Minimum of 8 years of progressive tax experience with trusts and estates, including 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 collaborative team environment
Excellent communication and presentation (verbal and written) skills
What We Offer At CohnReznick, we balance work with everyday life and offer a robust Total Rewards package, including generous PTO, a flexible work environment, parental leave, extensive learning & development, and volunteer time off.
Equal Opportunity CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status or disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability needing assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. This email is for accessibility needs only and is not a general inquiry about positions.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the CohnReznick Talent Acquisition Team through a written agreement. Any such submissions may be considered as not owing a fee to the submitting entity.
#J-18808-Ljbffr