Private Client Services Tax Supervisor

Withum; Red Bank (NJ); On-site; USD 85,000 - 140,000; Full time

Job summary

Withum's Red Bank, NJ office seeks a Private Client Services Tax Supervisor to lead engagements and mentor staff. You will oversee planning, execution, and client relationships for high net worth individuals and estates.

Expect active tax planning, research of complex issues, and collaboration with seasoned CPAs in a dynamic firm. The role emphasizes leadership, client service, and the ability to manage multiple engagements while traveling as needed.

Qualifications

• Bachelor's Degree in Accounting.
• Licensed CPA, or working toward CPA certification with parts passed.
• Masters of Science in Taxation is preferred but not required.
• At least 4 years of public accounting experience.
• Exceptional client service and communication skills with proven ability to build client relationships.
• Ability to manage multiple engagements and competing projects.
• Strong leadership, training, and mentoring skills; excellent verbal, written, and presentation skills.
• Ability to travel as needed.

Responsibilities

• Lead audit engagements from planning to completion and supervise staff.
• Build and maintain client relationships for high net worth clients.
• Oversee billing and collections of clients.
• Provide tax planning and consulting for estate and individual income taxes.
• Research and draft memoranda on complex tax matters.
• Manage multiple engagements concurrently with teams to meet deadlines.
• Coach, mentor, and develop staff; participate in professional development.

Skills

Client communication

Leadership & mentoring

Analytical skills

Travel flexibility

Education

Bachelor's Degree in Accounting

CPA licensure or in progress

Master of Science in Taxation (preferred)

Job description

Job Description

Withum's Tax Services Group is a team of tax specialists that ensure tax reporting obligations are met accurately and timely, while minimizing or deferring tax payments. Their expertise includes international, US federal, state, and local regulations. They help develop economical tax strategies for businesses, individuals, and private clients. This Private Client Services Tax Supervisor role will be based out of our Red Bank, NJ office. You will work alongside seasoned CPAs and industry leaders. In this position you will lead audit engagements from planning to completion, supervises and mentors staff, and build and maintain client relationships.

How you'll spend your time

• Review high net worth individual returns
• Review fiduciary accountings for estates and trusts
• Review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Provide tax planning and consulting to firm’s high net worth client 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
• Identify additional estate and income tax planning opportunities for clients
• Oversee billing and collections of clients
• Manage, coach, and mentor staff, seniors, and supervisors
• Research and draft memorandum involving complex tax matters
• Identify and implement tax planning opportunities
• Oversee complete tax research projects for a variety of clients and industries
• Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
• Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
• Serve in professional development programs as an instructor or discussion leader

Qualifications

• Bachelor's Degree in Accounting
• Licensed CPA, or working toward CPA certification with parts passed
• Masters of Science in Taxation is preferred but not required
• At least 4 years of public accounting experience
• 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
• 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, strong attention to detail, and proven innovative problem‑solving skills
• Ability to travel as needed

The compensation for this position ranges from $85,000 - $140,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program for eligible roles based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affiliation or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.