Remote Trust & Estate Tax Manager - Lead & Mentor

Withum; Philadelphia (Philadelphia County); Remote; USD 125.000 - 190.000; Vollzeit

Benefits dieser Stelle

Bonus program

Competitive benefits package

Remote-friendly work

Zusammenfassung

Withum's Tax Services Group is seeking a Trust and Estate Tax Manager to lead engagements, mentor staff, and cultivate client relationships. Based at any office location, you will supervise complex tax returns and provide strategic planning for individuals, trusts, partnerships, and corporations.

You'll work with seasoned CPAs on diverse engagements across jurisdictions, driving accuracy and timely delivery while building strong client partnerships and contributing to practice growth.

Qualifikationen

• Bachelor's Degree in Accounting is required.
• CPA license, JD or Masters of Science in Taxation is required.
• At least 5 years of prior experience in a public accounting tax department, leading engagements and supervising staff.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication skills with ability to build relationships.
• Ability to manage multiple engagements in a fast-paced team environment.
• Must be able to travel as needed.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Client service

Communication skills

Leadership

Ausbildung

Bachelor's Degree in Accounting

CPA license / JD or MS in Taxation

Jobbeschreibung

Withum's Tax Services Group is seeking a Trust and Estate Tax Manager to lead engagements, mentor staff, and cultivate client relationships. Based at any office location, you will supervise complex tax returns and provide strategic planning for individuals, trusts, partnerships, and corporations.

You'll work with seasoned CPAs on diverse engagements across jurisdictions, driving accuracy and timely delivery while building strong client partnerships and contributing to practice growth.