Trust and Estate Tax Supervisor

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'sbrand is a reflection of our people, our culture and our strength.Withumhas 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.

Howyou'llspendyourtime:

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

Researchingand draftingmemorandum involving complex tax matters

Identifyingand implementingtax planning opportunities

Overseeingcomplete tax research projects for a variety of clients and diverse industries

Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines

Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly

Servingin professional development programs as an instructor or discussion leader

Thekinds of peoplewewant totalk tohavemany ofthefollowing:

Bachelor's degree in accounting,Mastersof Science in Taxation is preferred

CPA License (preferred) or plan to obtain license

At least4years 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 innovativeproblem-solvingskills

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 careers/.

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

#LI-JB1; #LI-Hybrid

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.

Who can apply

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