Trust and Estate Tax Supervisor

2 hours ago


Boca Raton, Florida, United States Withum Full time
Join Our Team as a Trust and Estate Tax Supervisor

We are seeking a highly skilled Trust and Estate Tax Supervisor to join our team at Withum. As a key member of our Tax Services Group, you will be responsible for leading complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Your expertise will also be utilized in providing tax planning and consulting to our firm's high net worth clients for estate and individual income taxes.

Key Responsibilities:

  • Review and prepare complex gift, estate, and fiduciary income tax returns
  • Provide tax planning and consulting services to high net worth clients
  • Research and consult on various estate, gift, and trust-related 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

Requirements:

  • Bachelor's degree in accounting or related field
  • CPA license or plan to obtain license
  • At least 4 years of public accounting experience
  • Exceptional client service and communication skills
  • Ability to manage multiple engagements and competing projects

What We Offer:

  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment


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