Trust and Estate Tax Supervisor

WithumSmith+Brown PC; Philadelphia (Philadelphia County); On-site; USD 95,000 - 150,000; Full time

Job summary

WithumSmith+Brown, PC is seeking a lead Tax Services professional in the United States to manage all aspects of complex audit engagements, from planning to completion, including supervising staff and building client relationships. This role emphasizes estate, gift, and fiduciary tax work for high-net-worth clients.

Qualified candidates will have a bachelor’s in accounting (MS in Taxation preferred), and 4+ years of public accounting experience with CPA preferred. Travel as needed is expected.

Qualifications

• 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

Responsibilities

• Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Reviewing 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

Skills

Client service

Communication

Leadership

Mentoring

Presentation skills

Travel readiness

Education

Bachelor’s degree in accounting

Master's of Science in Taxation preferred

CPA license preferred or plan to obtain

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. 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.

Key Responsibilities

• Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Reviewing 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

Qualifications

• 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

Compensation and Benefits

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.