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Tax and Estate Planning Senior Manager

2 months ago

Princeton, New Jersey, United States Withum Full time
About the Role

We are seeking a highly skilled and experienced Tax and Estate Planning Senior Manager to join our team at Withum. As a key member of our Tax Services Group, you will play a lead role in all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients.

Key Responsibilities
  • Lead Tax Engagements: Take a lead role on all aspects of tax engagements, including reviewing complex gift, estate, and fiduciary income tax returns, and related schedules and forms.
  • Supervise and Mentor Staff: Supervise and mentor staff, seniors, and supervisors to ensure they have the necessary skills and knowledge to provide exceptional client service.
  • Client Relationships: Build and maintain relationships with clients, providing tax planning and consulting services to high net worth individuals and families.
  • Research and Consulting: Research and consult on various estate, gift, and trust-related issues, including trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
  • Identify Tax Planning Opportunities: Identify additional estate and income tax planning opportunities for clients and implement tax planning strategies to minimize or defer tax liabilities.
  • Manage Engagements: Manage multiple engagements concurrently with various teams to efficiently meet client deadlines.
  • Professional Development: Serve as an instructor or discussion leader in professional development programs to share knowledge and expertise with colleagues.
Requirements
  • Education: Bachelor's degree in accounting required, with a CPA, JD, LLM, or a Masters of Science in Taxation (MST) required.
  • Experience: 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.
  • Skills: Excellent analytical and technical tax skills, exceptional client service and communication skills, ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced team environment, strong leadership, training, and mentoring skills, and excellent verbal, written, and presentation skills.