Overview Tax Senior Manager or Director - Trust & Estate (T&E) – National Tax team. Location: Dallas, Texas. This position is remote; however, occasional in-office presence may be required for client work, team meetings, or trainings with scheduled notice. The role focuses on Trust & Estate work and may include 1040/1041 support. 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 and summarize estate planning documents and advise on federal and state income and death tax treatment Research and consult on estate, gift and trust issues (trustee/beneficiary matters, estate administration tax impact, generation skipping tax) Help generate opportunities within existing clients and pursue new clients Prepare and present technical training to specialty group and core tax department Manage all aspects of client relationships Lead and supervise a team of professionals to complete engagements from start to finish Experience & Qualifications Bachelor's degree in Accounting; Master's in Tax preferred CPA or JD required Minimum 8 years of progressive tax experience with trusts and estates and high net worth clients Minimum 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 team environment Excellent verbal and written communication and presentation skills About the Firm CohnReznick helps organizations optimize performance, manage risk, and maximize value through advisory, assurance, and tax services. The firm emphasizes innovation, collaboration, and a robust Total Rewards package including generous PTO, flexible work environment, parental leave, learning & development, and volunteer time off. CohnReznick is an equal opportunity employer and values diversity, equity, and inclusion. For accessibility assistance during the recruitment process, please contact CRaccommodation@CohnReznick.com. CohnReznick does not accept unsolicited resumes from third-party recruiters unless authorized.

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