Trust and Estate Tax Manager

Withum PC; Boca Raton (FL); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum PC is seeking a Trust and Estate Tax Manager to lead engagements across multiple offices, including Boca Raton, FL and other locations. The role requires overseeing staff, developing tax strategies, and maintaining client relationships in a hybrid work setup.

You will review tax returns, research complex matters, and identify planning opportunities while traveling as needed. A CPA or JD/MS in Taxation with 5+ years of experience is expected.

Qualifications

• 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, with experience leading engagements and supervising staff.
• Excellent analytical, organizational, project management, and communication skills.

Responsibilities

• Review tax returns (individual, trust, partnership, and corporate) for accuracy.
• Research and draft memoranda on complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee tax research projects for diverse clients and industries.
• Manage multiple engagements concurrently with teams to meet deadlines.
• Provide guidance and mentorship to staff and lead training sessions.

Skills

Leadership

Client service

Communication

Analytical thinking

Project management

Education

Bachelor’s Degree in Accounting

CPA license

JD or MS in Taxation

Job description

## Trust and Estate Tax ManagerApplyremote type: Hybridlocations: Boca Raton, FL: Boston, MA: Braintree, MA: Buffalo, NY: Burlington, MAtime type: Full timeposted on: Posted Todayjob requisition id: 2501# Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.# Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.# **Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!****Job Description:**Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations**,** you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum’s brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. **How you’ll spend your time:*** Reviewing individual, trust, partnership and corporate tax returns prepares 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**The kinds of people we want to talk to have many of the following:*** 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 the tax department of a public accounting, 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’s management* Excellent analytical, organizational, project management skills, and strong attention to detail* Ability to travel as neededThe compensation for this position will vary by location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey, New York City, Washington State, or Rhode Island please see below. 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/. California ranges are from are from $110,000 - $210,000 annually Illinois ranges are from are from $125,000 - $160,000 annually Maryland ranges are from - $120,000 - $150,000 annually Massachusetts ranges are from - $125,000 - $185,000 annually New Jersey rages are from - $105,000 - $190,000 annually New York City ranges are from - $110,000 - $180,000 annually New York state ranges are from - $110,000 - $180,000 annually Rhode Island ranges are from- $110,000 - $160,000 annually Washington state ranges are from $135,000 - $175,000 annuallyPursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon & New York.#LI-MM1 #Hybrid*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, affectional 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.*