Trust and Estate Tax Manager

Withum; Boston (MA); Hybrid; USD 125,000 - 185,000; Full time

Job summary

Withum is seeking a Trust and Estate Tax Manager to lead all aspects of tax engagements, supervise staff, and build strong client relationships. Based in our Boston area or other office, you’ll work with seasoned CPAs and industry leaders to deliver accurate tax planning and compliance.

You will review returns, draft memoranda, identify planning opportunities, manage multiple engagements, and mentor team members.

Qualifications

• Bachelor’s Degree in Accounting required.
• CPA license, JD or Masters of Science in Taxation required.
• At least 5 years of prior experience in a public accounting tax department.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication abilities.
• Ability to manage multiple engagements and projects in a fast-paced environment.
• Strong leadership, training, and mentoring skills.
• Excellent written and verbal presentation skills.
• Willingness to travel as needed.

Responsibilities

• Review individual, trust, partnership and corporate tax returns 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 with different teams to meet deadlines.
• Provide guidance and feedback during staff evaluations.

Skills

Leadership

Analytical skills

Client service

Communication skills

Project management

Education

Bachelor's degree in Accounting

CPA license / JD or MS in Taxation

Job description

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.

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 needed

The 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 annually

Pursuant 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.

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.