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

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

Only for registered members

Miami

USD 100,000 - 150,000

Overview

Tax Senior Manager or Director - Trust & Estate (T&E) within the National Tax practice. Location : Miami, Florida. This is a remote position; some occasions may require presence at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

As one of the nation’s top professional services firms, CohnReznick offers opportunities in advisory, assurance, and tax with a focus on collaboration and innovation. The firm serves organizations worldwide as an independent member of Nexia.

Your Team

This role sits within the National Tax Team and focuses on Trust & Estate work, with potential involvement in 1040 / 1041 work. You will partner with other tax experts and have opportunities for rapid development.

We aim to create opportunity, value, and trust for clients and people. The firm supports work-life balance and offers a Total Rewards package with generous PTO, flexible work environment, parental leave, learning & development, and volunteer time off.

Your Role

Responsibilities include but are 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 and summarize estate planning documents; provide guidance on federal and state income and death tax treatment

Research and consult on various estate, gift, and trust issues (trustee / beneficiary issues, estate administration tax impact, generation-skipping tax)

Develop opportunities within existing clients and pursue new clients

Prepare and present technical training to specialty group and core tax department

Maintain responsibility for managing all aspects of client relationships

Manage a team of professionals to complete engagements from start to finish

Qualifications

The successful candidate will have :

Bachelor’s degree in Accounting; Master’s in Tax is a plus

CPA or JD required

Minimum of 8 years of progressive tax experience with trusts and estates and high-net-worth clients

Minimum of 5 years of supervisory experience, preferably in public accounting

Ability to lead, manage, and develop staff in a highly interactive team environment

Excellent communication and presentation (verbal and written) skills

In addition, please review our Universal Job Standards. If qualifications don’t align perfectly, we still encourage you to apply.

Legal and Compliance

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team. All qualified applicants will receive consideration 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, see Equal Employment Opportunity Posters. If you need assistance during the recruitment process, contact CRaccommodation@CohnReznick.com (disabled applicants only). CohnReznick does not accept unsolicited resumes from third-party recruiters unless authorized.

Notes : This job posting may include references to internal posting IDs and internal processes. #LI-JD1 #GD #LI-REMOTE

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