As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax and accounting issues, research tax solutions, prepare client deliverables, and support those who are client-facing to ensure best-in-class service. This role is largely client-facing, and advisors communicate directly with clients via email, Zoom, Loom, or phone on a frequent basis. The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement our recommended strategies or positions (or to minimize their tax liability). This can include delivering complex information in a manner that the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, in a clear and concise manner. Required Education and Experience: - Bachelor's or Master’s degree in Accounting/Tax - Minimum of 2 years of relevant professional experience - CPA or EA certification preferred; must be eligible to sit for exams Areas of Responsibility - Create tailored tax plans to clients, and update those plans periodically as clients’ situations change - Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners - Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution - Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality - Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge, as well as remain up to date on changes in tax laws and procedures through ongoing training, including shadowing others and CPE - Assist in various projects throughout the year designed to enhance client/employee experience ,including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials - Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes - Identify other firm services to the benefit of the client and share findings with the client’s point of contact. Ex: bookkeeping services, tax advisory etc. Key Performance Indicators - Timeliness of deliverables and workpapers, reflected by production metrics - Maintain proper maintenance of task tracking through our software, and keep pace with the engagement - Development of your technical skills, reflected in participation in advisory channels such as Slack and team meetings, and the ability to tackle projects of greater complexity

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.