Tax Planning Lead

3 days ago


New York, New York, United States WithumSmith+Brown Full time

About Us

WithumSmith+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 of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

Job Summary

We offer a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Our estimated salary for this position is $140,000 - $160,000 per year.

Key Responsibilities

  • Review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Provide tax planning and consulting to our firm's high net worth clients for estate and individual income taxes
  • Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
  • Identify additional estate and income tax planning opportunities for clients
  • Oversee billing and collections of clients
  • Manage, coach, and mentor staff, seniors, and supervisors
  • Research and draft memoranda involving complex tax matters
  • Identify and implement tax planning opportunities
  • Oversee complete tax research projects for a variety of clients and diverse industries
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Serve in professional development programs as an instructor or discussion leader

Requirements

  • 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 firm, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
  • Excellent analytical and technical tax skills
  • 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


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