Remote Trust & Estate Tax Manager

Withum PC; Boca Raton (FL); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum is seeking a Trust and Estate Tax Manager to join a hybrid team supporting Boca Raton, FL and multiple other U.S. locations. You will lead tax engagements, supervise staff, and foster strong client relationships while delivering accurate tax planning and compliance services.

You will mentor staff, coordinate cross‑functional teams, and contribute to the growth of the Tax Services Group in a collaborative, client‑focused environment.

Qualifications

• 5+ years in a public accounting tax department, leading multiple engagements.
• CPA license, JD or MS in Taxation required.
• Strong analytical and technical tax skills.
• Excellent client service and communication skills.
• Ability to manage multiple engagements in a fast-paced team environment.
• Willingness to travel as needed.

Responsibilities

• Reviewing individual, trust, partnership and corporate tax returns prepared by staff and seniors for accuracy.
• Researching and drafting memoranda 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 industries.
• Managing multiple engagements concurrently with various teams to 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

Travel flexibility

Client service

Education

Bachelor’s Degree in Accounting

CPA license, JD or Masters of Science in Taxation

Job description

Withum is seeking a Trust and Estate Tax Manager to join a hybrid team supporting Boca Raton, FL and multiple other U.S. locations. You will lead tax engagements, supervise staff, and foster strong client relationships while delivering accurate tax planning and compliance services.

You will mentor staff, coordinate cross‑functional teams, and contribute to the growth of the Tax Services Group in a collaborative, client‑focused environment.