Tax Senior Manager - T&E Trust & Estate

Position: Tax Senior Manager - T&E [Trust & Estate]
Opportunity /
* generated inline style */ Department Tax/
* generated inline style */ Location(s) Chicago/
* generated inline style */ State Illinois /
* generated inline style */ Function National Tax/
* generated inline style */

Job Description As Cohn Reznick grows, so do our career opportunities. As one of the nation’s top professional services firms, Cohn Reznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

Cohn Reznick helps organizations optimize performance, manage risk, and maximize value through Cohn Reznick LLP (assurance services) and Cohn Reznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our National Tax practice!

Cohn Reznick 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 Cohn Reznick office location. However, as a remote employee, you may be required to be present at a Cohn Reznick 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 Cohn Reznick, 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 so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun.

We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE.
Responsibilities include but not limited to:  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; and Manage a team of professionals within the group to complete engagements from start to finish.

YOUR EXPERIENCE.
The successful candidate will have:  Active CPA license in at least one State;
Master in Tax is a plusLLM 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…