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About the Role
As a Trust and Estate Tax Manager, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain client relationships within Withum’s Tax Services Group.
Responsibilities
- Reviewing individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy
- Researching and drafting memorandum involving complex tax matters
- Identifying and implementing tax planning opportunities
- Handling and resolving tax controversies
- 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
Requirements
- Bachelor’s Degree in Accounting
- CPA license, JD or Masters of Science in Taxation is 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
- 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
- Ability to travel as needed
- Qualified applicants with arrest and conviction records will be considered per the San Francisco Fair Chance Ordinance.
Skills
- Tax preparation
- Tax research
- Tax planning
- Tax controversy resolution
- Client relationship management
- Leadership
- Mentoring
- Analytical skills
- Technical tax skills
- Client service
- Communication skills
- Organizational skills
- Project management
- Attention to detail
- Verbal communication
- Written communication
- Presentation skills
Location
- California
- Illinois
- Maryland
- Massachusetts
- New Jersey
- New York City
- New York state
- Rhode Island
- Washington state
Work Type
- Hybrid
- Remote (within the United States except Colorado, Oregon & New York)
Experience Level
- At least 5 years of prior experience working in the tax department of a public accounting
- Experience leading multiple engagements
- Experience supervising staff
Education Level
- Bachelor’s Degree in Accounting
- CPA license
- JD
- Masters of Science in Taxation
Salary/Compensations
- California: $110,000 - $210,000 annually
- Illinois: $125,000 - $160,000 annually
- Maryland: $120,000 - $150,000 annually
- Massachusetts: $125,000 - $185,000 annually
- New Jersey: $105,000 - $190,000 annually
- New York City: $110,000 - $180,000 annually
- New York state: $110,000 - $180,000 annually
- Rhode Island: $110,000 - $160,000 annually
- Washington state: $135,000 - $175,000 annually
Benefits
- Competitive benefits package
- Bonus program (for eligible roles) based on individual and firm performance
About the Company
- Withum is a place where talent thrives, offering endless opportunities for growth, entrepreneurial energy, and inclusive teamwork.
- Withum’s Tax Services Group comprises tax specialists who ensure accurate and timely tax reporting and minimize tax liabilities.
- Their services include Business, Individual, State & Local tax, R&D Tax Credit, International, and Private Client services.
- Withum’s brand is a reflection of its people, culture, and strength, synonymous with teamwork and client service excellence.
- The firm is committed to the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
Equal Opportunity
- Withum Smith+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.