Lead Trust & Estate Tax Manager

Withum; Seattle (WA); Remote; USD 135,000 - 175,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum's Trust and Estate Tax Manager will lead tax engagements, supervise staff, and build strong relationships with clients across individual, trust, partnership, and corporate matters.

This role requires a CPA/JD/MS in Taxation and at least 5 years in public accounting tax, with exceptional analytical, communication, and leadership skills to manage multiple engagements in a fast-paced, client‑focused environment. Travel as needed is expected.

Qualifications

• Bachelor's Degree in Accounting.
• CPA license, JD or Masters of Science in Taxation is required.
• At least 5 years of prior experience working in a public accounting tax department, with experience leading multiple engagements and supervising staff.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Ability to manage multiple engagements and competing projects in a rapidly growing, fast‑paced, interactive, results‑based team environment.
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to client management.
• Excellent analytical, organizational, project management skills, and strong attention to detail.
• Ability to travel as needed.

Responsibilities

• Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy.
• Researching and drafting memorandum involving complex tax matters.
• Identifying and implementing tax planning opportunities.
• Handling and resolving tax controversies.
• Overseeing complete tax research projects for a variety of clients and diverse industries.
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines.
• Conducting constructive discussions with team members on their evaluations and providing counsel accordingly.
• Serving in professional development programs as an instructor or discussion leader.

Skills

Analytical skills

Communication skills

Leadership

Project management

Client service

Attention to detail

Mentoring

Education

Bachelor's Degree in Accounting

CPA license / JD / MS in Taxation

Job description

Withum's Trust and Estate Tax Manager will lead tax engagements, supervise staff, and build strong relationships with clients across individual, trust, partnership, and corporate matters.

This role requires a CPA/JD/MS in Taxation and at least 5 years in public accounting tax, with exceptional analytical, communication, and leadership skills to manage multiple engagements in a fast-paced, client‑focused environment. Travel as needed is expected.