Role Description We currently have an exciting career opportunity for a Tax Manager to join our Trust & Estate Tax team within our National Tax practice! 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! Responsibilities include but are not limited to: - Review gift, estate and fiduciary income tax returns for the T&E Group - Handle PCS Tax functions (personal, partnership and S Corp 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 - Have responsibility for managing all aspects of client relationships - Manage a team of professionals within the group to complete engagements from start to finish Qualifications - Bachelor's degree in Accounting; Master's in Tax is a plus - CPA, LLM or JD is preferred - Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients - Minimum of 2 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 Benefits We invest in a robust Total Rewards package that includes: - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer Company Description CohnReznick 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 CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. In Illinois, the salary range for a Tax Manager - T&E is $110,000 to $170,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms.

• Conduct Zoom and phone call interviews with clients • Gather and analyze financial statements and tax returns • Prepare R&D tax credit workbooks for client meetings • Prepare R&D tax credit study quotes for clients • Prepare and review R&D tax credit calculations • Communicate R&D tax credit laws and eligibility to clients; consult with Managers when higher level expertise is necessary • Research and assess professional backgrounds as applicable to R&D tax credit eligibility • Construct and maintain R&D tax credit client statuses and workflows • Provide consistent, strong follow-ups to ensure deadlines are met • Prepare Form 6765 with tax software CCH Axcess • Prepare Form 8974 with PDF Editor • Review calculations and studies prepared by the R&D tax team • Coordinate with the Income Tax team • Collaborate and follow up with payroll providers and PEOs to ensure proper R&D tax credit disbursements • Meet with Manager(s) weekly to discuss new, in-progress, and upcoming assignments • Research tax law changes impacting the R&D tax credit and implement any necessary changes • Assist with the billing process to ensure accurate, timely completion

• Support the tax team with the preparation of Self Assessment tax returns for individuals, partnerships, and trusts. • Manage client information, ensuring all relevant documentation is received, organised, and stored securely. • Preparation of rental accounts. • Prepare draft tax return packs and client correspondence. • Assist with submitting returns to HMRC via the firm’s tax software. • Assisting with compliance for HMRC’s new ‘Making Tax Digital for Income Tax’ regime • Check individuals employment benefits and PAYE coding notices • Liaise with clients on their personal tax position and advising on payments due. • Preparation of 60-day UK Property Returns • Act as a first point of contact for clients regarding basic administrative queries. • Collect client authorisations (64-8/Agent Services), and maintain up‑to‑date client records. • Chase clients for outstanding information in a professional and timely manner. • Monitor HMRC deadlines and ensure compliance timetables are met. • Assist with HMRC queries, tracking responses and maintaining communication logs. • Request and review HMRC statements of account where required. • Manage diaries and key tax-year deadlines, including UK filing deadlines and payment reminders. • Support the wider tax team with general administrative tasks as required.

• Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity • Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients • Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product • Performs tax preparation for more complex Trust, Estate and Gift tax returns • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals • Manages risk and financial performance of engagements including billings, collections and project budgets