Trust & Estate Tax Manager - Remote

Withum; Irvine (CA); Remote; USD 126,000 - 210,000; Full time

Job summary

Withum's Tax Services Group is a team of tax specialists that ensure tax reporting obligations are met accurately and timely while minimizing tax payments. As a Trust and Estate Tax Manager, you will lead tax engagements, supervise staff, and build strong client relationships.

You will mentor staff, participate in development programs, and travel as needed while contributing to a high-growth, client-focused culture across US offices.

Qualifications

• Bachelor's degree in Accounting is required.
• CPA license, JD or Masters of Science in Taxation is required.
• At least 5 years of experience 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 demonstrated ability to develop and maintain client relationships.

Responsibilities

• Review individual, trust, partnership, and corporate tax returns prepared by staff for accuracy.
• Research and draft memoranda involving complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax research projects for a variety of clients and industries.
• Manage multiple engagements concurrently with various teams to meet deadlines.
• Conduct discussions with team members on evaluations and provide counsel accordingly.
• Serve in professional development programs as an instructor or discussion leader.

Skills

Analytical skills

Client service

Team leadership

Education

Bachelor's degree in Accounting

CPA license / JD or MS in Taxation

Job description

Withum's Tax Services Group is a team of tax specialists that ensure tax reporting obligations are met accurately and timely while minimizing tax payments. As a Trust and Estate Tax Manager, you will lead tax engagements, supervise staff, and build strong client relationships.

You will mentor staff, participate in development programs, and travel as needed while contributing to a high-growth, client-focused culture across US offices.