Trust and Estate Tax Supervisor

Withum; Philadelphia (Philadelphia County); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum's Tax Services Group seeks a Tax Supervisor based in Philadelphia, PA. You will lead audit engagements, supervise staff, and develop client relationships while delivering accurate tax planning and compliance for estates and trusts.

Ideal candidates hold a accounting degree, 4+ years public accounting experience, and CPA consideration; relocation travel may be required. Competitive benefits and bonus program are offered as part of the package.

Qualifications

• Bachelor's degree in accounting required.
• Public accounting experience of 4+ years.
• CPA license preferred or plan to obtain.
• Exceptional client service and communication skills.
• Ability to manage multiple engagements and projects.
• Strong leadership, training and mentoring skills.
• Excellent analytical, organizational and project management abilities.
• Ability to travel as needed.

Responsibilities

• Review complex gift, estate, and fiduciary tax returns and related schedules.
• Review fiduciary accountings for estates and trusts.
• Provide tax planning and consulting to high net worth clients for estate and individual taxes.
• Research and consult on estate, gift and trust issues such as trustee matters and generation-skipping tax.
• Identify additional estate and income tax planning opportunities for clients.
• Oversee billing and collections of clients.
• Manage, coach and mentor staff, seniors and supervisors.
• Research and draft memos on complex tax matters.
• Identify and implement tax planning opportunities.
• Oversee tax research projects for diverse clients and industries.
• Manage multiple engagements with various teams to meet deadlines.
• Contribute to professional development programs as instructor or discussion leader.

Skills

Client service

Communication skills

Leadership

Mentoring

Project management

Analytical thinking

Attention to detail

Presentation skills

Education

Bachelor's degree in accounting

Master of Science in Taxation (preferred)

CPA License (preferred) or plan to obtain

Job description

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.

This Tax Supervisor role will be based out of our Phialdelphia, PA office. 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 audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

Withum's brand is a reflection of our people, our culture and our strength. Withum has 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 theWithum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You'll Spend Your Time

• Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Reviewing of fiduciary accountings for estates and trusts
• Providing tax planning and consulting to our firm's high net worth client for estate and individual income taxes
• Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
• Identifying additional estate and income tax planning opportunities for clients
• Overseeing billing and collections of clients
• Managing, coaching, and mentoring staff, seniors, and supervisors
• Researching and drafting memorandum involving complex tax matters
• Identifying and implementing tax planning opportunities
• 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, Masters of Science in Taxation is preferred
• CPA License (preferred) or plan to obtain license
• At least 4 years of public accounting experience
• 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
• 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, strong attention to detail, and proven innovative problem-solving skills
• Ability to travel as needed based on client assignments

The compensation for this position ranges are noted 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/.

New Jersey salary range is $95,000 - $150,000 annually

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.