Trust and Estate Tax Manager

Withum; Buffalo (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Bonus program

Remote within US

Job summary

Withum's Trust and Estate Tax Manager position offers a lead role overseeing tax engagements, mentoring staff, and building client relationships from any office location. You will review returns across trust and individual tax, and coordinate a multidiscipline team to ensure accurate, timely tax reporting.

The ideal candidate has a CPA or JD/MS in Taxation, at least five years in public accounting, and demonstrated leadership.

Qualifications

• Bachelor's Degree in Accounting required.
• CPA license, JD or MS in Taxation required.
• Minimum 5 years of experience in a public accounting tax department with leadership experience.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication skills.
• Ability to travel as needed.

Responsibilities

• Reviewing individual, trust, partnership, and corporate tax returns for accuracy.
• Researching and drafting memoranda on complex tax matters.
• Identifying and implementing tax planning opportunities.
• Handling and resolving tax controversies.
• Overseeing tax research projects for diverse clients.
• Managing multiple engagements with various teams to meet deadlines.
• Providing leadership and mentoring to staff.
• Serving as an instructor or discussion leader in training programs.

Skills

CPA license

Leadership

Communication skills

Client service

Analytical skills

Project management

Travel ability

Education

Bachelor's Degree in Accounting

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, alongside our affiliation with HLB International, allows them to develop economical tax strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services.

As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients.

How You'll Spend Your Time

• 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.

The kinds of people we want to talk to

• 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.
• 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, and the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers.

California ranges: $110,000 - $210,000 annually
Illinois ranges: $125,000 - $160,000 annually
Maryland ranges: $120,000 - $150,000 annually
Massachusetts ranges: $125,000 - $185,000 annually
New Jersey ranges: $105,000 - $190,000 annually
New York City ranges: $110,000 - $180,000 annually
New York State ranges: $110,000 - $180,000 annually
Rhode Island ranges: $110,000 - $160,000 annually
Washington State ranges: $135,000 - $175,000 annually

We will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. Positions are remote within the United States except Colorado, Oregon, and New York.

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.