Remote Trust & Estate Tax Manager | Lead & Mentor

Withum; Burlington (MA); Remote; USD 125,000 - 185,000; Full time

Benefits offered by this job

Bonus program

Remote work within US

Job summary

Withum is seeking a Trust and Estate Tax Manager to lead tax engagements across a diverse client base. You will supervise staff, mentor junior CPAs, and build strong client relationships while ensuring accurate and timely tax reporting in alignment with regulations.

The role requires a CPA, JD or MS in Taxation, at least 5 years in public accounting tax, and demonstrated leadership. Remote within the US with competitive benefits and a bonus program.

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.
• 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

Technical tax skills

Client service

Leadership & mentoring

Verbal & written communication

Presentation skills

Multitasking in fast-paced environment

Travel flexibility

Education

Bachelor's Degree in Accounting

CPA license, JD or MS in Taxation

Job description

Withum is seeking a Trust and Estate Tax Manager to lead tax engagements across a diverse client base. You will supervise staff, mentor junior CPAs, and build strong client relationships while ensuring accurate and timely tax reporting in alignment with regulations.

The role requires a CPA, JD or MS in Taxation, at least 5 years in public accounting tax, and demonstrated leadership. Remote within the US with competitive benefits and a bonus program.