Tax Senior Associate - [Trust & Estate]

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. The firm helps organizations optimize performance, manage risk, and maximize value through assurance, advisory, and tax services. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.

About the role

This position is situated within our National Tax Team and will focus on Trust & Estate work, along with the potential to assist with 1040/1041 tax returns. You will partner with other technical experts in the tax field and have opportunities for rapid learning and development.

CohnReznick is a hybrid firm, and this role is considered remote, meaning job duties do not require proximity to a CohnReznick office. However, you may be required to attend a CohnReznick office for client work, team meetings, or trainings with scheduled notice.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the Trust & Estate Group.
• Handle 1040/1041 returns as needed.
• Review fiduciary accounting for trusts and estates.
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes.
• Manage all aspects of client relationships.
• Lead a team of professionals to complete engagements from start to finish.

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus.
• CPA, EA, LLM, or JD is preferred.
• Minimum of 3 years of progressive tax experience with trusts and estates, as well as high net worth clients.
• Strong tax research skills.
• Excellent communication and presentation (verbal and written) skills.

Studies have shown that candidates are less likely to apply unless they meet every qualification. At CohnReznick, we encourage you to apply even if your experience doesn’t align perfectly with every qualification, as you may be the right fit for this or another role.

Benefits

• Generous paid time off (PTO).
• Flexible work environment.
• Expanded and inclusive parental benefits.
• Extensive learning and development opportunities.
• Paid time off for volunteering.
• Discretionary performance bonus.

Pay

In Minnesota, the salary range for Tax Senior Associates is $70,000 - $105,000. Salary determination will vary based on geographical location, qualifications, experience, skills, and competencies. Salary is one component of CohnReznick’s total rewards package.