Trust and Estate Tax Senior Manager

2 weeks ago

Princeton, United States Withum Full time

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 Senior 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 required
  • CPA, JD, LLM, or a Masters of Science in Taxation (MST) required
  • At least 8 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

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.

  • Tax and Estate Planning Senior Manager

    4 days ago

    Princeton, New Jersey, United States Withum Full time

    About the RoleWe are seeking a highly skilled and experienced Tax and Estate Planning Senior Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a lead role in all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients.Key ResponsibilitiesLead Tax Engagements: Take a...

  • Trust & Estates Paralegal

    3 weeks ago

    Princeton, United States PeopleShare Full time

     PeopleShare is currently hiring for a highly motivated and detail-oriented Trust and Estate Paralegal to join a top firm in the Princeton, Nj area! Job Details for Trust & Estates Paralegal:Schedule: Monday - Friday, Normal business hours Pay Rate: $90k-$100k salary depending on experienceDirect Hire: PTO,401k, Dental, Vision! Job Responsibilities &...

  • Trust & Estates Paralegal

    1 month ago

    Princeton, United States PeopleShare Inc Full time

    PeopleShare is currently hiring for a highly motivated and detail-oriented Trust and Estate Paralegal to join a top firm in the Princeton, Nj area! Job Details for Trust & Estates Paralegal:Schedule: Monday - Friday, Normal business hours Pay Rate: $90k-$100k salary depending on experience Direct Hire:PTO,401k, Dental, Vision! Job Responsibilities &...

  • Trust and Estate Paralegal Specialist

    1 week ago

    Princeton, New Jersey, United States PeopleShare Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Trust and Estate Paralegal to join our team at PeopleShare. As a key member of our team, you will be responsible for providing support in estate planning, probate administration, and trust administration.Key ResponsibilitiesEstate Planning Support: Assist with estate planning processes,...

  • Tax Senior Manager, Trust

    1 month ago

    Princeton, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Trust and Estate Law Support Specialist

    5 days ago

    Princeton, New Jersey, United States PeopleShare Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Trust and Estate Paralegal to join our team at PeopleShare. As a key member of our firm, you will play a critical role in supporting our attorneys in estate planning, probate administration, and trust administration.Key ResponsibilitiesEstate Planning Support: Assist with estate planning...

  • Senior Tax Consultant

    2 weeks ago

    Princeton, New Jersey, United States Jobot Full time

    Dynamic CPA Firm - Competitive Compensation - Exceptional Work EnvironmentThis opportunity is presented by Jobot.Salary Range: $130,000 - $200,000 annuallyAbout Us:We are a thriving Public Accounting Firm operating in NJ & PA.Benefits of Joining Us:Positive workplace cultureAutonomy in your roleOpportunities for professional networkingHighly competitive...

  • Estate Planning and Administration Professional

    5 days ago

    Princeton, New Jersey, United States PeopleShare Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Trust and Estate Paralegal to join our team at PeopleShare. As a key member of our firm, you will play a critical role in supporting our attorneys in estate planning, probate administration, and trust administration.Key ResponsibilitiesEstate Planning Support: Assist with estate planning...

  • Tax Accountant

    3 days ago

    Princeton, New Jersey, United States Addition Management Full time

    Job SummaryWe are seeking a highly skilled and experienced Tax Accountant to join our team at Addition Management. As a Tax Accountant, you will play a critical role in preparing various business and individual tax returns, including federal, state, and local tax returns.Key ResponsibilitiesPrepare and review tax returns for clients, ensuring accuracy and...

  • Tax Accountant

    2 weeks ago

    Princeton, United States Addition Management Full time

    Title: Senior Tax Accountant Location: Princeton, NJ (HYBRID) Salary: $75k - $90k + bonus Boutique CPA Firm is seeking an experienced and growth-oriented Tax Accountant that is self-reliant and is looking for a rewarding position as part of a great team and growing firm. RESPONSIBILITIES Prepare various business and individual tax returns including federal,...

  • Senior Estate Planning Attorney

    2 months ago

    Princeton, United States Van Dyck Law Full time

    Job DescriptionJob DescriptionOur energetic & passionate law firm is looking for an experienced attorney who is ready to help our firm grow. The prime candidate will provide comprehensive legal advice and guidance to clients regarding their estate planning and/or elder law needs. You will work closely with clients to develop personalized estate plans that...

  • Tax Sr Manager- Business Tax Services- Corporate Tax

    3 months ago

    Princeton, United States Deloitte Full time

    Position Summary Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives, including...

  • Senior Tax Compliance Manager

    2 weeks ago

    Princeton, New Jersey, United States Educational Testing Service Full time

    About Educational Testing Service (ETS):For over 75 years, ETS has been at the forefront of enhancing educational products and services through rigorous research and a steadfast belief in the transformative power of learning. Guided by our mission to promote quality and equity in education, ETS offers innovative learning solutions, groundbreaking research,...

  • Tax Senior Associate

    22 hours ago

    Princeton, New Jersey, United States EisnerAmper Full time

    About EisnerAmperEisnerAmper is a leading accounting, tax, and business advisory firm with a strong presence in the industry. Our team of experts provides innovative solutions to help clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team. As a Tax Senior Associate,...

  • Real Estate Operations Manager

    2 weeks ago

    Princeton, New Jersey, United States Cushman Wakefield Multifamily Full time

    Job TitleReal Estate Operations Manager Job Description SummaryThe Real Estate Operations Manager is accountable for overseeing a property or a portfolio of properties on behalf of a client, ensuring compliance with the management agreement.Job DescriptionESSENTIAL FUNCTIONS AND RESPONSIBILITIES- Manage all aspects of lease administration.- Supervise...

  • Estate Planning Attorney

    2 months ago

    Princeton, United States Van Dyck Law Full time

    Job DescriptionJob DescriptionDo you have a knack for reviewing data, highlighting what’s important, maintaining order and systems, meeting deadlines and taking on challenges? Then this role may just be for you!  Are you “the one” who: Follows through Is client-focused and an amazing team player Loves working with the elderly population Has a...

  • Real Estate Legal Support Specialist

    1 week ago

    Princeton, New Jersey, United States Insight Global Full time

    Position Overview: Real Estate Legal Operations AssistantLocation: Princeton, NJWork Arrangement: Hybrid (2 days onsite, 3 days remote)Essential Qualifications:High School Diploma or equivalent.Minimum of 5 years of experience as a legal administrative assistant in the real estate field.Familiarity with document management systems, time tracking, billing...

  • Facilities Manager, Senior Living Community

    2 weeks ago

    Princeton, New Jersey, United States Artis Senior Living Full time

    Starting Salary: $65,000 per yearSchedule: Full-time, Monday to Friday with one weekend required every other monthThe Facilities Manager will be responsible for ensuring the safety and well-being of residents and staff within the community. This role involves hands-on management of work orders and routine maintenance tasks in resident apartments, which may...

  • General Counsel

    5 days ago

    Princeton, New Jersey, United States Staffing Now Full time

    About the RoleWe are seeking a highly skilled and experienced Associate General Counsel to join our team at Staffing Now. As a key member of our legal department, you will play a critical role in supporting the growth and success of our company.Key ResponsibilitiesLegal Support: Provide legal guidance and support to our business teams, including commercial...

  • Real Estate Legal Support Specialist

    1 week ago

    Princeton, New Jersey, United States Insight Global Full time

    Position Overview: Legal Administrative Assistant - Real EstateLocation: Princeton, NJWork Arrangement: Hybrid (2 days onsite, 3 days remote)Essential Qualifications:High School Diploma or equivalent.Minimum of 5 years of experience as a legal administrative assistant, specifically in real estate.Familiarity with document management systems, billing...