Trust and Estate Tax Supervisor

WithumSmith+Brown; Philadelphia, Princeton, New York (Philadelphia County, NJ, NY); On-site; USD 90,000 - 135,000; Full time

Job summary

An established industry player is seeking a dedicated tax professional to join their dynamic team. This role offers the chance to lead audit engagements, mentor staff, and provide expert tax planning and consulting for high net worth clients. With a focus on teamwork and personal growth, this position allows you to thrive in a collaborative environment while developing innovative tax strategies. If you are passionate about client service and looking for a role that offers both challenge and opportunity, this is the perfect fit for you.

Benefits

Competitive benefits package

Bonus program based on performance

Qualifications

• Bachelor's degree in Accounting required; CPA preferred.
• 4+ years of public accounting experience needed.

Responsibilities

• Review complex tax returns and provide consulting for high net worth clients.
• Manage and mentor staff while overseeing multiple engagements.

Skills

Client Service Skills

Communication Skills

Leadership Skills

Analytical Skills

Project Management Skills

Problem-Solving Skills

Education

Bachelor's degree in Accounting

Master of Science in Taxation

Tools

Tax Software

Job description

New York, New York, United States · Philadelphia, Pennsylvania, United States · Princeton, New Jersey, United States

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!

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.

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 the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

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 clients 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, Master 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 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 from $90,000 – $135,000 in New York City. 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 Withum Careers.

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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.