Estate and Trust Tax Lead
1 week ago
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.
-
Tax, Trusts
2 months ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearA prominent multi-jurisdictional law firm is in search of a dedicated Associate Attorney specializing in Tax, Trusts & Estates, possessing over three years of relevant experience, to join its growing team in New York.The ideal candidate should demonstrate:A minimum of three years’ experience as a Tax, Trusts & Estates associate at a reputable law firm...
-
Tax, Trusts
1 month ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearKey ResponsibilitiesWe are seeking a highly skilled Tax, Trusts & Estates Associate to join our team in New York. As a critical member of our staff, you will work closely with clients to provide expert advice on tax and estate planning strategies.About the Position:You will have a minimum of three years' experience as a Tax, Trusts & Estates associate at a...
-
Estate and Trust Administrator
4 weeks ago
New York, New York, United States Gainor Staffing Full timeAbout Gainor StaffingWe are a leading law firm based in New York City, seeking an experienced Estate and Trust Administrator - Asset Manager to join our team.Job OverviewThe successful candidate will be responsible for collaborating with attorneys on estate administration tasks, including date of death, final distributions, and probate management.This role...
-
Trust and Estate Manager
1 week ago
New York, New York, United States Trandon Associates, Inc Full timeAs a Trust Accountant at Trandon Associates, Inc., you will have the opportunity to work on a variety of complex financial projects, including preparing federal and state estate tax returns, gift tax returns, and fiduciary income tax returns. You will also be responsible for maintaining detailed financial records and providing financial information to...
-
Tax and Estate Specialist
1 week ago
New York, New York, United States Trandon Associates, Inc Full timeJob Overview: We are seeking a highly skilled Trust Accountant to join our team at Trandon Associates, Inc. As a Trust Accountant, you will be responsible for preparing tax and information returns for trusts, estates, and charitable foundations. You will also maintain detailed tax and accounting records for executors and other fiduciaries.The ideal candidate...
-
Senior Trusts and Estates Counselor
1 week ago
New York, New York, United States UB Greensfelder LLP Full timeJob Summary As a Senior Trusts and Estates Counselor at UB Greensfelder LLP, you will counsel high net worth clients and multi-generation families on comprehensive estate and tax planning, including drafting sophisticated estate planning documents and handling complex trust and probate administration. Our team provides top-quality, sophisticated legal...
-
Estate Planning and Tax Compliance Attorney
1 month ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearRole OverviewWe are looking for a skilled Tax, Trusts & Estates Associate to join our team in New York. As a critical member of our staff, you will collaborate with clients to develop effective tax and estate planning strategies.About You:You will have over three years' experience as a Tax, Trusts & Estates associate at a reputable law firm (experience must...
-
Tax Planning Lead
2 weeks ago
New York, New York, United States WithumSmith+Brown Full timeAbout UsWithumSmith+Brown, PC is a forward-thinking advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.We are looking for a talented Tax Planning Lead to join our team. As a key member of our Tax Services Group, you will play a lead role on all aspects...
-
Estate and Trust Senior Manager
2 weeks ago
New York, New York, United States WithumSmith+Brown Full timeAbout WithumSmith+Brown, PCWe are a dynamic and innovative accounting and advisory firm that helps clients achieve their goals through strategic financial guidance and support.We are seeking an experienced Estate and Trust Senior Manager to join our team. As a senior member of our Tax Services Group, you will be responsible for providing expert tax planning...
-
Senior Tax and Estate Planning Specialist
1 month ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearJob DescriptionWe are seeking a dedicated Tax, Trusts & Estates Associate to join our team in New York. As a key member of our staff, you will work closely with clients to provide expert advice on tax and estate planning strategies.About the Role:You will have a minimum of three years' experience as a Tax, Trusts & Estates associate at a reputable law firm...
-
Senior Manager of Gift and Estate Tax
1 week ago
New York, New York, United States WithumSmith+Brown Full timeAbout This OpportunityWe are seeking a highly skilled Senior Manager of Gift and Estate Tax 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...
-
Tax Senior Manager, Real Estate Expert
1 week ago
New York, New York, United States Anchin Full timeJob OpportunityWe are seeking a highly skilled Tax Senior Manager, Real Estate Expert to join our team at Anchin. As a trusted advisor to our real estate clients, you will provide expert tax and business guidance, helping them navigate complex tax issues and achieve their financial goals.About the Position:You will be responsible for leading and developing...
-
Real Estate Tax Advisor
3 weeks ago
New York, New York, United States ExpertHiring Full timeJob OverviewWe are seeking a highly skilled Real Estate Tax Advisor to join our team at ExpertHiring. As a key member of our tax practice, you will play a critical role in providing expert tax advice to real estate clients and leading complex tax engagements.About the RoleSalary: $120,000 - $180,000 per year, depending on experienceLocation: New York, NYThis...
-
Tax Director for Real Estate
2 weeks ago
New York, New York, United States EisnerAmper LLP Full timeAbout the RoleEisnerAmper LLP, a leading accounting and advisory firm, is seeking an experienced Tax Director for Real Estate to join our team. As a key member of our Real Estate Tax practice, you will be responsible for monitoring and reviewing legislative and administrative updates impacting real estate clients. You will also provide technical expertise on...
-
Real Estate Tax Expert
1 week ago
New York, New York, United States EisnerAmper LLP Full timeEisnerAmper LLP is a leading accounting, tax, and business advisory firm seeking an experienced Tax Manager to join its Real Estate Tax practice in New York. As a key member of our team, you will be responsible for managing client engagements, building relationships with clients and firm leadership, and staying up-to-date on changes in tax laws and...
-
Trusts and Estates Support Specialist
1 week ago
New York, New York, United States Vertex Global Solutions Full timeAbout the RoleWe are seeking an experienced Legal Executive Assistant to provide specialized administrative support to attorneys in the Trusts and Estates practice area. In this role, you will be responsible for preparing and organizing legal documents, managing calendars, and communicating with clients.The ideal candidate will have 5+ years of progressive...
-
Tax Professional Lead
1 week ago
New York, New York, United States The Greene Group Full timeWe are seeking a seasoned Tax Professional to lead our high net worth clients in New York City. The ideal candidate will have extensive experience in tax consulting for affluent families and businesses, with a strong analytical skill set to diagnose, develop, and implement tailored solutions.About the RoleThis position provides an opportunity to join The...
-
Tax Manager Lead
1 week ago
New York, New York, United States Tandym Group Full timeTandym Group seeks an experienced Tax Manager/Senior Manager to lead tax planning and compliance efforts for ultra-high net worth individuals and their families. This role involves overseeing tax functions for clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.Key Responsibilities:Provide...
-
Senior Real Estate Tax Strategist
1 month ago
New York, New York, United States Anchin Full timeJob SummaryWe are seeking a highly skilled Senior Real Estate Tax Strategist to join our team at Anchin. As a key member of our tax practice, you will play a pivotal role in providing expert tax guidance and solutions to clients within the real estate industry.Your primary responsibility will be to lead and manage tax engagements related to real estate,...
-
Tax Advisory Lead
2 weeks ago
New York, New York, United States FORVIS Full timeJob DescriptionAs a Tax Senior Manager at FORVIS, you will be part of a dynamic team providing tax advisory services to ultra-high net worth clients. You will work closely with our Private Client team to develop and implement tax strategies that meet the complex needs of our clients. The role requires significant expertise in taxation compliance and...