Tax Director

About the role

CohnReznick is seeking a Director to join our Private Client Services team within our Los Angeles practice. This position is considered remote, allowing most job duties to be performed outside of a CohnReznick office location. However, the candidate may be required to be present at a CohnReznick office for client work, team meetings, or trainings.

Responsibilities

• Review complex gift, estate and fiduciary income tax returns
• 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 meet with 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

Requirements

• 12+ years of experience in public accounting industry
• 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

Qualifications

• 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

Skills

• 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

Benefits

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for volunteering

Pay

The salary range for a Tax Director is $225,000 - $325,000. Salary determination will vary based on factors such as a candidate’s geographical location, qualifications, experience, skills, and competencies.

Schedule

This position is considered remote, allowing most job duties to be performed outside of a CohnReznick office location. However, the candidate may be required to be present at a CohnReznick office for client work, team meetings, or trainings.

Qualifications

• 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

Universal Job Standards

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.

Equal Opportunity Employer

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. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. 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.