Estate and Trust Taxation Manager
1 week ago
About WithumSmith+Brown, P.C.
WithumSmith+Brown, P.C. stands as a prominent advisory and accounting firm committed to promoting a healthy work-life balance and providing avenues for career growth. Our organization is recognized for its innovative approach in delivering tailored solutions to meet the accounting, tax, and business management demands of our clients.
Position Overview:
- Conducting thorough reviews of intricate gift, estate, and fiduciary income tax returns, along with all associated schedules and forms.
- Offering strategic tax planning and advisory services to affluent clients concerning estate and individual income tax matters.
- Engaging in research and providing insights on various estate, gift, and trust-related topics.
- Spotting additional tax planning avenues for clientele.
- Supervising billing processes and collections.
- Leading, coaching, and mentoring team members.
- Executing tax research initiatives for diverse clients and sectors.
- Facilitating professional development workshops.
Qualifications:
- Bachelor's degree in accounting with a CPA license, JD, or a Master of Science in Taxation.
- A minimum of 5 years in public accounting.
- Strong analytical and technical tax proficiency.
- Outstanding client service and communication abilities.
- Capability to manage multiple projects in a dynamic environment.
- Robust leadership and mentoring capabilities.
- Meticulous attention to detail and proficient project management skills.
Compensation Overview:
Salary ranges vary based on location, with competitive packages offered.
WithumSmith+Brown, P.C. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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