Remote Trust & Estate Tax Manager

Withum; Lincolnshire (IL); On-site; USD 125,000 - 160,000; Full time

Job summary

Withum is seeking a Trust and Estate Tax Manager to lead tax engagements across individuals, trusts, partnerships and corporations. You will supervise staff, mentor teammates, and build lasting relationships with clients from diverse industries.

Based in any U.S. location, you will navigate complex tax rules and provide strategic planning, risk assessment, and timely reporting while contributing to service excellence and firm growth.

Qualifications

• Bachelor's Degree in Accounting required.
• CPA license, JD or Masters of Science in Taxation required.
• At least 5 years in a public accounting tax department, leading multiple engagements & supervising staff.
• Excellent analytical & technical tax skills.
• Exceptional client service & communication skills; ability to develop client relationships.
• Ability to travel as needed.

Responsibilities

• Review tax returns (individual, trust, partnership, corporate) for accuracy.
• Research & draft memos on complex tax matters.
• Identify & implement tax planning opportunities.
• Handle & resolve tax controversies.
• Oversee tax research projects for diverse clients & industries.
• Manage multiple engagements concurrently with different teams.
• Provide guidance & mentorship during evaluations.
• Contribute to professional development & training.

Skills

CPA license, JD or Masters of Science 

Excellent analytical and technical tax

Exceptional client service & comms

Strong leadership & mentoring

Excellent verbal, written, & present.

Ability to travel

Ability to manage multiple engagements

Education

Bachelor's Degree in Accounting

Job description

Withum is seeking a Trust and Estate Tax Manager to lead tax engagements across individuals, trusts, partnerships and corporations. You will supervise staff, mentor teammates, and build lasting relationships with clients from diverse industries.

Based in any U.S. location, you will navigate complex tax rules and provide strategic planning, risk assessment, and timely reporting while contributing to service excellence and firm growth.