CohnReznick
Tax Senior Manager or Director - T&E [Trust & Estate]
CohnReznick, New York, New York, United States
Tax Senior Manager or Director - T&E [Trust & Estate]
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Tax Senior Manager or Director - T&E [Trust & Estate]
role at
CohnReznick
Overview As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
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
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
Experience & Qualifications
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
Additional Information CohnReznick is a hybrid firm; most professionals are located within a commutable distance to an office. This position is remote, which means duties need not be performed near an office, but you may be required to be present at an office with notice for client work, team meetings, or trainings.
We encourage applicants from diverse backgrounds. CohnReznick is an equal opportunity employer committed to diversity and inclusion. 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 in need of assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. This email is for applicants with disabilities and not a general inquiry about positions.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the CohnReznick Talent Acquisition Team by written agreement.
Seniority level
Director
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Business Consulting and Services
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Tax Senior Manager or Director - T&E [Trust & Estate]
role at
CohnReznick
Overview As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
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
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
Experience & Qualifications
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
Additional Information CohnReznick is a hybrid firm; most professionals are located within a commutable distance to an office. This position is remote, which means duties need not be performed near an office, but you may be required to be present at an office with notice for client work, team meetings, or trainings.
We encourage applicants from diverse backgrounds. CohnReznick is an equal opportunity employer committed to diversity and inclusion. 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 in need of assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. This email is for applicants with disabilities and not a general inquiry about positions.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the CohnReznick Talent Acquisition Team by written agreement.
Seniority level
Director
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Business Consulting and Services
#J-18808-Ljbffr