Tax Senior Associate

3 days ago

Philadelphia, Pennsylvania, United States Withum Full time
Join Our Team as a Trust and Estate Tax Senior Associate

We are seeking a highly skilled and experienced Trust and Estate Tax Senior Associate to join our team at Withum. As a key member of our Tax Services Group, you will play a critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.

About the Role

As a Trust and Estate Tax Senior Associate, you will be responsible for:

  • Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Preparing and reviewing fiduciary accountings for estates and trusts
  • Providing tax planning and consulting to our firm's high net worth clients 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 memoranda 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
Requirements

To be successful in this role, you will need:

  • Bachelor's degree in accounting and CPA license, JD or a Master's of Science in Taxation
  • 3+ 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, 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
Compensation

The salary range for this position is $75,000 - $125,000 annually, depending on location. Withum is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees and applicants. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

  • Tax Associate

    7 days ago

    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    About Andersen Tax LLCWe are a leading provider of tax services, dedicated to helping our clients navigate the complexities of tax law and regulations. Our team of experienced professionals is committed to delivering exceptional service and expertise to our clients.The RoleWe are seeking an Experienced Associate to join our Alternative Investment Funds...

  • Tax Associate

    4 weeks ago

    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    About Andersen Tax LLCWe are a leading professional services organization with a global presence, providing tax, valuation, and business advisory services to clients across various industries.The RoleAs an Experienced Tax Associate with our Alternative Investment Funds practice, you will work with multiple teams to serve complex clients, including hedge...

  • Tax Senior Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    About Our TeamEisnerAmper's Private Client Services Team is dedicated to delivering exceptional tax services to family-owned businesses, high net worth individuals, and closely held entities. Our team is passionate about helping clients achieve their financial goals and navigate the complexities of tax laws and regulations.Job SummaryWe are seeking a highly...

  • Tax Senior Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    About Our TeamEisnerAmper's Private Client Services Team is dedicated to delivering exceptional tax services to family-owned businesses, high net worth individuals, and closely held entities. Our team is passionate about helping clients achieve their financial goals and navigate the complexities of tax laws and regulations.Job SummaryWe are seeking a highly...

  • Tax Senior Associate

    1 week ago

    Philadelphia, Pennsylvania, United States Withum Full time

    About the RoleWe are seeking a highly skilled Trust and Estate Tax Senior Associate to join our team at Withum. As a key member of our Tax Services Group, you will play a lead role in tax engagements, supervise and mentor staff, and build and maintain relationships with clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income...

  • Tax Senior Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States RSM Full time

    About RSMWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.Job SummaryWe are seeking a dynamic International Tax...

  • Tax Senior Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAmper Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team at EisnerAmper. As a key member of our team, you will be responsible for preparing and reviewing tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and...

  • Tax Senior Associate, Strategic Corporate Tax Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    {"title": "Tax Senior Associate, Strategic Corporate Tax", "description": "Unlock Your Potential in Tax ServicesAt KPMG, we're seeking a talented Tax Senior Associate to join our Business Tax Services practice. As a key member of our team, you'll have the opportunity to work on a wide range of tax projects, from ASC 740 income tax accounting to consulting...

  • Tax Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    About Andersen Tax LLCWe are a leading provider of tax services to alternative investment funds, including hedge funds, private equity, real estate, and venture capital. Our team of experienced tax professionals works closely with clients to provide tailored solutions to their complex tax needs.The RoleWe are seeking an Experienced Associate to join our...

  • Senior Tax Associate, Asset Management

    3 days ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    Job Title: Senior Tax Associate, Asset ManagementKPMG is seeking a highly skilled Senior Tax Associate to join our Asset Management team. As a Senior Tax Associate, you will play a key role in providing tax services to our clients, including tax planning, compliance, and advisory services.Responsibilities:Support Tax Managers and Partners in the day-to-day...

  • Tax Senior Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for delivering exceptional tax services to our clients, ensuring accuracy and compliance with applicable tax laws and regulations.Key ResponsibilitiesPrepare and review tax returns for...

  • Senior Tax Associate, Asset Management

    2 weeks ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    {"title": "Senior Tax Associate, Asset Management", "description": "Role SummaryKPMG is seeking a Senior Tax Associate to join our Business Tax Services practice. As a key member of our team, you will be responsible for supporting Tax Managers and Partners in the day-to-day management of client portfolios.Key ResponsibilitiesSupport Tax Managers and Partners...

  • Senior Associate, Mergers

    2 days ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    Job Summary:At KPMG, we are seeking a highly skilled Senior Associate to join our Mergers & Acquisitions Tax practice. As a Senior Associate, you will play a key role in advising clients on a full spectrum of corporate tax services, including planning, research, and other mergers and acquisitions activities.Responsibilities:Advise clients on tax matters...

  • Tax and Estate Senior Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Senior Associate to join our team at Withum. As a key member of our Tax Services Group, you will play a lead role in tax engagements, supervise and mentor staff, and build and maintain relationships with clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income tax...

  • Tax Senior Associate, Strategic Corporate Tax Specialist

    3 weeks ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    About the RoleKPMG is seeking a highly skilled Tax Senior Associate to join our Business Tax Services practice. As a key member of our team, you will be responsible for providing exceptional tax services and advice to our clients.Key ResponsibilitiesAssist with ASC 740 income tax accounting projects, covering a broad array of transactions and other...

  • International Tax Senior Associate

    4 weeks ago

    Philadelphia, Pennsylvania, United States RSM Full time

    RSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.As a...

  • Tax Systems Senior Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Senior Associate to join our State and Local Tax (SALT) practice at KPMG. As a key member of our team, you will provide exceptional client-facing service to multinational companies with global indirect tax technology issues.Key ResponsibilitiesProvide expert analysis and support on transactional tax matters,...

  • Tax Expert

    4 weeks ago

    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    About Andersen Tax LLCWe are a leading provider of tax services to a wide range of clients, including hedge funds, private equity firms, real estate companies, and venture capital organizations.The RoleAs an Experienced Tax Associate with our Alternative Investment Funds practice, you will work with multiple teams to serve complex clients. Your...

  • Senior Tax Associate, Asset Management

    3 weeks ago

    Philadelphia, Pennsylvania, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Senior Tax Associate to join our Business Tax Services practice at KPMG. As a key member of our team, you will play a critical role in delivering exceptional tax services to our clients.Key ResponsibilitiesSupport Tax Managers and Partners in the day-to-day management of client portfoliosTake responsibility for...

  • Senior Tax Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States Gateway Search Associates Inc Full time

    Job Title: Senior Tax Professional Job Summary: We are seeking a highly skilled Senior Tax Professional to join our team at Gateway Search Associates Inc. As a Senior Tax Professional, you will be responsible for preparing income tax returns for individuals, partnerships, S-Corporations, C-Corporations, trusts, estates, and/or nonprofit...