Tax Senior Manager - T&E [Trust & Estate]

About the role

CohnReznick is a hybrid firm with most professionals located within a commutable distance to one of our offices. This position is considered remote, meaning it does not require job duties to be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Read and interpret wills and trust agreements for tax-relevant provisions
• Review complex gift, estate and fiduciary income tax returns
• Review fiduciary accountings for trusts and estates
• Provide wealth transfer tax planning and tax consulting to ultra high net worth clients
• Research and consult on various estate, gift, and fiduciary income tax related issues: i.e., State trust residency and taxation, grantor trust toggling; GST tax implications; pre- and post-mortem tax optimization
• Help generate opportunities within existing clients, as well as meeting with and pursuing new clients
• Assume responsibility for managing all aspects of client relationships
• Manage a team of professionals within the group to complete engagements from start to finish

Requirements

• Active CPA license in at least one State
• Master in Tax is a plus
• LLM or JD is preferred
• 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

• Passionate about creating opportunity, value, and trust for clients, people, and communities
• Willing to balance work with everyday life and make time for enjoyment and fun
• Interested in a firm that invests in a robust Total Rewards package including generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and paid time off for volunteering

Skills

• Strong tax research skills
• Excellent communication and presentation (verbal and written) skills

Benefits

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

Pay

The salary range for a National Tax Senior Manager is $150,000 to $230,000. 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.

Schedule

This position is considered remote, meaning it does not require job duties to be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.