Tax Senior Manager or Director - T&E [Trust & Estate]
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Tax Senior Manager or Director - T&E [Trust & Estate] Join to apply for the Tax Senior Manager or Director - T&E [Trust & Estate] role at CohnReznick Professional Services Pvt Ltd
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.
Opportunity ID
8821
Department
Tax
Location(s)
Hartford
State
Connecticut
Function
National Tax
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. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties 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.
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.
Why CohnReznick? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are many ways to find your “why” at the firm. We balance work with everyday life and offer a Total Rewards package including generous PTO, a flexible work environment, parental leave, learning & development, and paid time off to volunteer.
Your Role
Responsibilities Include But Not Limited To
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 both federal & state income and death tax treatment
Research and consult on estate, gift and trust issues, including trustee and beneficiary issues, 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
Manage all aspects of client relationships
Lead and develop a team to complete engagements from start to finish
Your Experience
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 & estates, and 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 collaborative environment
Excellent communication and presentation skills (verbal and written)
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.
Accommodation
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. This email address is reserved for individuals with disabilities and is not a means of inquiry about positions or application statuses.
Note
CohnReznick does not accept unsolicited resumes from third-party recruiters unless engaged by the CohnReznick Talent Acquisition Team by written agreement. This description preserves the original job information without altering facts.
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Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting
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- Location:
- Hartford, CT, United States
- Salary:
- $200,000 - $250,000
- Job Type:
- FullTime
- Category:
- Finance