Tax Paraprofessional - Trust & Estate

CohnReznick currently has an exciting career opportunity in the T&E Tax Team to work in Parsippany, NJ. We are looking for a Paraprofessional to join our team. 

If you are:

• A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities
• A team player who believes in providing world-class client service and interested in becoming immersed in various industries
• Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community

Look ahead. Imagine more. And consider joining the CohnReznick team.

We offer:

• Endless opportunities to contribute to one of the largest professional services firm in the US
• A unique culture that values collaboration in everything we do
• A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
• A network of 2,700 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
• Varied career paths supported by strong professional development programs and resources
• A flexible work environment with competitive benefits

As a Paraprofessional on the Trust & Estate tax team you will contribute to client compliance engagements. The compliance team is a specialized team that helps ensure clients meet their tax compliance requirements, and team members enjoy a rewarding career in a broad range of technical industries. This individual will work predominately with our trust and estate clients, as well as high net worth individuals. This position offers opportunity for you to demonstrate your expertise in tax research, tax planning, preparation of complex 1040, 1041, 706 and 709 returns. In addition, to succeed in this role you will:

• Prepare complex gift, estate and fiduciary income tax returns;
• Prepare 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; 

• Interacting with client to gather data required to prepare and file different returns
• Preparing and reviewing returns and reconciliation schedules
• Assist in project coordination including work flow, deadline management, and scheduling
• Scheduling and setting appointments with clients and internal team
• Following up with team members and clients regarding outstanding items
• Assist other team members with the delivery of engagements as needed, including legal research and writing reports, activity narratives regarding technical issues
• Assist team with documentation analysis and other administrative duties

Required Skills:

• Solid organizational skills with a demonstrated ability to multi-task
• 3-5 years with professional services firm
• Must have strong analytical skills and attention to detail
• Understanding with Microsoft Software’s (Excel, Word, Outlook)
• Must have the ability to prioritize and handle the pressure of working within tight deadlines
• Required to solve problems with limited information, often in short time frames.
• Excellent communication and presentation (verbal and written) skills, and the ability to build and maintain strong relationships with firm and client personnel at all levels
• Ability to work overtime as required

Learn more 

www.cohnreznick.com

Connect with us

www.linkedin.com/company/cohnreznick-llp

www.facebook.com/cohnreznick

https://twitter.com/cr_careers

CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. 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

Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities

Employment is subject to verification of pre-screening tests, which may include background check and credit check. 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  Please note: This email address is reserved for individuals with disabilities in need of assistance and are 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.

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