Estate and Trust Tax Lead

1 week ago


New York, New York, United States WithumSmith+Brown Full time
About Our Firm
WithumSmith+Brown is a forward-thinking, technology-driven advisory and accounting firm that helps clients achieve a position of strength in today's modern business landscape. We empower our clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.

Job Description
We are seeking a highly experienced Estate and Trust Tax Lead to join our Tax Services Group. In this role, you will work closely with an integrated team of seasoned CPAs and industry leaders to ensure tax reporting obligations are met accurately and timely, while minimizing or deferring tax payments. Your expertise in international, US federal, state, and local regulations, combined with your ability to develop economical tax strategies, will be invaluable to our clients.

Key Responsibilities
• Lead multiple engagements and supervise staff
• Build/maintain relationships with clients
• Identify additional estate and income tax planning opportunities for clients
• Oversee billing and collections of clients
• Manage coaching/mentoring staff
• Research and draft memorandum involving complex tax matters
• Develop and implement tax plans for high net worth clients

Requirements
• Bachelor's degree in accounting required
• CPA, JD, LLL, 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 firm, 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 environment

Compensation
The estimated salary range for this position is $150,000 - $215,000 annually in New York City, based on factors such as specific role, hiring location, and individual qualifications.
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