Tax and Estate Planning Supervisor

2 weeks ago


Boca Raton, Florida, United States Withum Full time
About the Role

We are seeking a highly skilled Tax and Estate Planning Supervisor 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.

Key Responsibilities
  • Review and prepare complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Provide tax planning and consulting services to 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
Requirements
  • Bachelor's degree in accounting, Master's of Science in Taxation preferred
  • CPA License (preferred) or plan to obtain license
  • At least 4 years of public accounting experience
  • 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
  • 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, strong attention to detail, and proven innovative problem-solving skills
  • Ability to travel as needed based on client assignments
What We Offer

We offer a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications.

Withum is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.



  • Boca Raton, Florida, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Planning Supervisor 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.Key ResponsibilitiesLead complex gift, estate, and fiduciary income tax returns, including...


  • Boca Raton, Florida, United States Withum Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Planning Supervisor 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.Key ResponsibilitiesReview and prepare complex gift, estate, and fiduciary income tax...


  • Boca Raton, Florida, United States Now Hiring You, LLC Full time

    Job OpportunityWe are seeking a highly skilled Tax & Trust Estate professional to join our team at Now Hiring You, LLC.Key Responsibilities:Provide expert advice on tax and estate planning strategiesDevelop and implement trust and estate plans for clientsStay up-to-date with changes in tax laws and regulationsRequirements:LLM in Tax is preferredStrong...


  • Boca Raton, Florida, United States P:M Recruits Full time

    Trusts & Estates Attorney OpportunityAM200 firm seeks a skilled Trusts & Estates Attorney with a strong background in estate planning and administration, asset protection, and wealth transfer techniques. The ideal candidate will have a minimum of 3-5 years of experience and possess superior organizational, verbal, analytical, writing, and interpersonal...


  • Boca Raton, Florida, United States Wiggin and Dana LLP Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Paralegal to join our Private Client Services team at Wiggin and Dana LLP. The ideal candidate will have excellent interpersonal skills, a strong desire to learn, and the ability to work independently as well as collaboratively.Key ResponsibilitiesFacilitate all aspects of estate planning,...


  • Boca Raton, Florida, United States P:M Recruits Full time

    P:M Recruits seeks a seasoned Trusts & Estates Attorney to join our team. As a key member of our firm, you will be responsible for providing expert guidance on estate planning and administration, asset protection, and wealth transfer techniques. Your exceptional drafting skills and ability to prepare complex gift and estate tax returns will be invaluable to...


  • Boca Raton, Florida, United States Vaco Full time

    We are seeking a highly skilled Paralegal to join our Private Client Services team at Vaco. As an Estate Planning Paralegal, you will play a critical role in drafting estate planning documents, assisting in the implementation of client estate plans, and preparing gift tax returns.**Key Responsibilities:**Facilitate all aspects of estate planning, including...


  • Boca Raton, Florida, United States Glades Talent Full time

    Job DescriptionWe are seeking a highly skilled trusts and estates associate to join our Private Client Services department in our Boca Raton office.This is an excellent professional development opportunity for an experienced associate with expertise in estate planning and administration, including sophisticated drafting, asset protection, and wealth transfer...


  • Boca Raton, Florida, United States Interlink Talent Solutions Full time

    About the Role:Interlink Talent Solutions is seeking a highly skilled Trust and Estate Planning Associate to join our team. As a key member of our team, you will have the opportunity to work with a distinguished and collaborative group of professionals in the estate planning and trust industry.Responsibilities:Collaborate with a team of experienced attorneys...


  • Boca Raton, Florida, United States Wiggin and Dana LLP Full time

    OverviewWe are looking for a meticulous individual to fill the role of Paralegal specializing in estate management. The primary function of this position is to oversee the administration of estates for deceased individuals, manage conservatorships and trusts, submit petitions and related documents to the Probate Court, and identify both assets and...

  • Tax Senior

    1 week ago


    Boca Raton, Florida, United States Jobot Full time

    About UsJobot is a growing, full-spectrum firm located in South Florida, specializing in HNW Individuals, Wealth Management, Audit, and complex Business Tax. We prioritize our employees' well-being, recognizing that it drives our clients' satisfaction.Why Choose Us?We work with top clients, offering a unique opportunity for growth and development.Our...


  • Boca Raton, Florida, United States Jobot Full time

    Job Title: Associate AttorneyWe are seeking a highly skilled and experienced Associate Attorney to join our team at Jobot. As a boutique firm specializing in trusts and estate planning, we are looking for a dynamic and committed individual to help us deliver exceptional legal services to our clients.About the RoleThis is an exciting opportunity for a Trusts...


  • Boca Raton, Florida, United States Now Hiring You, LLC Full time

    Position OverviewCompany: Now Hiring You, LLCRole: Tax & Trust Estate AttorneyWe are seeking a qualified professional to join our esteemed practice focusing on estate planning and tax law. The ideal candidate will possess a Master of Laws (LLM) in Taxation, showcasing their expertise in this specialized field.Key Responsibilities:Provide comprehensive legal...


  • Boca Raton, Florida, United States Glades Talent Full time

    Job DescriptionWe are seeking a highly skilled trusts and estates associate to join our Private Client Services department in our Boca Raton office.This is an excellent professional development opportunity for an experienced associate with expertise in estate planning and administration, including sophisticated drafting, asset protection, and wealth transfer...

  • Tax Manager

    7 days ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    About Kaufman RossinKaufman Rossin is a leading accounting firm that prioritizes its people, their development, and their well-being. We are celebrated as the Best Place to Work in South Florida, with a culture that reflects the diversity of our firm and clients.Job SummaryWe are seeking a Manager-level professional with Estate and Trust income taxation...

  • Tax Manager

    1 week ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    About Kaufman RossinKaufman Rossin is a leading accounting firm that prioritizes its people, their development, and their well-being. As one of the top accounting firms in the country, we have grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment...


  • Boca Raton, Florida, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a key member of our team, you will be responsible for providing tax compliance, payroll, estate planning, and other family office services to our high-net-worth clients.Key ResponsibilitiesProvide tax compliance services to UHNW clients, including tax planning and...


  • Boca Raton, Florida, United States Fawkes IDM Full time

    Job OverviewFawkes IDM is seeking a highly skilled Trust and Estates Paralegal to join our team. As a key member of our legal services department, you will be responsible for handling all phases of estate and trust administration.Key Responsibilities:Manage estate and trust administration, including probate, with a strong understanding of New Jersey, New...

  • Senior Tax Manager

    2 days ago


    Boca Raton, Florida, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services group, specializing in UHNW clients. As a key member of our team, you will be responsible for providing exceptional tax compliance and estate planning services to our high-net-worth clients.Key ResponsibilitiesProvide tax compliance services, including tax...

  • Tax Manager

    1 day ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    Unlock Your Potential as a Tax Manager at Kaufman RossinWe are seeking a highly skilled and experienced Tax Manager to join our dynamic team in Boca Raton. As a Tax Manager, you will play a critical role in leading client relationships, technical tax compliance and consulting work, and managing staff.Key Responsibilities:Manage annual compliance for estates...