Tax and Estate Planning Manager

2 months ago

Portland, Oregon, United States Withum Full time
About the Role

We are seeking a highly skilled Tax and Estate Planning Manager 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
  • Lead complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Review fiduciary accountings for estates and trusts
  • Provide tax planning and consulting to high net worth clients for estate and individual income taxes
  • 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
  • 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
  • Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
  • Serve in professional development programs as an instructor or discussion leader
Requirements
  • Bachelor's degree in accounting and CPA license, JD or a Master's of Science in Taxation required
  • At least 5 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
  • 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 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
Compensation

California and Seattle ranges are from $115,000 - 200,000 annually

New York City ranges are from $105,000 - $160,000 annually

Washington, D.C. ranges are from $105,000 - $170,000 annually

About Withum

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's modern business landscape. We empower clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. We recruit only the best and brightest people, with a genuine passion for the business.

We are a place where talent thrives. Our brand is a reflection of our people, our culture, and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the values that promote personal and professional growth for all team members, clients, and surrounding communities.

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