CohnReznick
Tax Senior Manager or Director - T&E [Trust & Estate]
CohnReznick, Chicago, Illinois, United States
Tax Senior Manager or Director - T&E [Trust & Estate]
4 days ago Be among the first 25 applicants
Job Description
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, 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.
We currently have an exciting career opportunity for a
Tax Senior Manager or Director
to join our
Trust & Estate Tax
team within our
National Tax
practice! This position is considered remote but may require presence at an office 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, with potential to help with 1040/1041 work as well.
Your Role 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 provide guidance on federal & state income and death tax treatment;
Research and consult on various estate, gift, and trust related issues, including trustee and beneficiary issues, tax impact of estate administration, and generation skipping tax issues;
Help generate opportunities within existing clients, and pursue 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.
Your Experience The successful candidate will have
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.
Salary In Illinois, the salary range for
Tax Senior Manager
is $150,000 - $230,000. The salary range for a
Tax Director
is $200,000 - $300,000.
Salary determination will vary based on factors such as geographical location, qualifications, experience, skills, and competencies. 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.
Equal Employment Opportunity CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at
CRaccommodation@CohnReznick.com .
We do not accept unsolicited resumes from third‑party recruiters unless engaged by a written agreement.
#J-18808-Ljbffr
Job Description
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, 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.
We currently have an exciting career opportunity for a
Tax Senior Manager or Director
to join our
Trust & Estate Tax
team within our
National Tax
practice! This position is considered remote but may require presence at an office 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, with potential to help with 1040/1041 work as well.
Your Role 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 provide guidance on federal & state income and death tax treatment;
Research and consult on various estate, gift, and trust related issues, including trustee and beneficiary issues, tax impact of estate administration, and generation skipping tax issues;
Help generate opportunities within existing clients, and pursue 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.
Your Experience The successful candidate will have
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.
Salary In Illinois, the salary range for
Tax Senior Manager
is $150,000 - $230,000. The salary range for a
Tax Director
is $200,000 - $300,000.
Salary determination will vary based on factors such as geographical location, qualifications, experience, skills, and competencies. 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.
Equal Employment Opportunity CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at
CRaccommodation@CohnReznick.com .
We do not accept unsolicited resumes from third‑party recruiters unless engaged by a written agreement.
#J-18808-Ljbffr