- Review complex gift, estate and fiduciary income tax returns;
- Review fiduciary accounting for trusts and estates;
- Provide tax planning and consulting to high net worth clients for estate and individual income taxes;
- Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation skipping tax issues;
- Help generate opportunities within existing clients, as well as meeting with and pursuing new clients; and
- Have responsibility for managing all aspects of client relationships.
- Manage a team of professionals within the group to complete engagements from start to finish.
- Bachelor's degree in Accounting; Master's in Tax is a plus
- CPA, 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
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Tax Senior Manager - Boca Raton, United States - CohnReznick
Description
Opportunity ID7335
Department(s)
Tax
Location(s)
Boca Raton
Function
National Tax
Job description
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do
We currently have an exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our National Tax group.
The Tax Senior Manager will work predominately with our Trust and Estate clients, as well as high net worth individuals.
This position offers opportunity for advancement, while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation, and review of complex 1040, 1041, 706 and 709 returns.
This position could be onsite, hybrid, or virtual.YOUR TEAM.
This position is situated within our National Tax Team and will focus on complex T&E work. You will work with other technical experts within the T&E 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 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:
The successful candidate will have:
At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may be just the right candidate for this or one of our other roles.
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.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.
Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
#LI-AC1 #CB
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