Home
/
Accounting and Finance
/
Trust and Estate Tax Manager
Trust and Estate Tax Manager-September 2024
Boston
Sep 23, 2024
ABOUT WITHUMSMITH+BROWN
Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength today.
1,001 - 5,000 employees
Accounting
VIEW COMPANY PROFILE >>
About Trust and Estate Tax Manager

  Looking to work at a firm that encourages a work life balance and a path to Partnership? 

  WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

  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. 

  As a Trust & Estate Tax Manager, 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 tax engagements, supervise/mentor staff, and build/maintain relationships with clients.       

  Withum’s brand is a reflection of our people, our culture and our strength. We have 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.  

  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 and CPA license, JD or a Masters of Science in Taxation required At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge 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’s management  Excellent analytical, organizational, project management skills, and strong attention to detail  The compensation for this position will vary by location. If you reside in California, New York City, Washington D.C., or Washington State, 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, 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/.

  California and Seattle ranges are from $115,000 - 200,000 annually

  New York City ranges are from $105,000 - $160,000 annually

  Washington, D.C. ranges are from $105,000 - $170,000 annually

  Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

  #LI -MM1

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Risk Decision Science Analyst
Company Description Checkout.com is one of the most exciting fintechs in the world. Our mission is to enable businesses and their communities to thrive in the digital economy. We’re the strategic pay
Accountant - Hybrid, Charlotte, NC
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environm
Senior Claims Advocate-Workers Compensation
Position Overview: A seasoned claims position for a highly motivated and energetic individual who can deliver total quality claim service to large loss sensitive clients.  Must possess strong analyti
Financial Services Specialist
Job Description Assists processing payments, issues patient receipts, and maintains collection log. Job Responsibility Verifies patients insurance and collects additional insurance such as No Fault a
Treasury Associate
Your team responsibilities This is a challenging position and will be of particular interest to individuals looking to take on a treasury management role with global responsibilities within a large,
Principal Security Risk and Governance Architect
The Principal Security Risk and Governance Architect at Atlassian will be responsible for designing, implementing, and overseeing the company's security risk and governance strategy. This role requir
Senior Manager, xScale FP&A
Senior Manager, xScale FP&A Equinix is the world's digital infrastructure company, operating 250 data centers across the globe and providing interconnections to all the key clouds and networks. B
Senior Financial Analyst
Our Opportunity: Chewy is seeking a highly motivated, analytical, and customer focused Senior Financial Analyst to join our Corporate Finance team in Boston, MA, Minneapolis, MN or Plantation, FL. Co
Senior Financial Analyst
Our Opportunity: Chewy is seeking a highly motivated, analytical, and customer focused Senior Financial Analyst to join our Corporate Finance team in Boston, MA, Minneapolis, MN or Plantation, FL. Co
Global Billing
Position overview We are looking for a temporary candidate who is organized, efficient, and detail-oriented Billing Analyst to join the Global Billing Operations in our company. The Billing Analyst's
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved