Trust and Estate Senior Tax Associate

4 weeks ago

Orange County, United States Lindquist LLP Full time

Looking to work at a firm that encourages a work life balance and a path to Partnership? 

WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. 

As a Trust & Estate Tax Senior Associate, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

Withum’s 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 , promoting personal and professional growth for all team members, clients, and surrounding communities.

How you’ll spend your time: 

Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms Preparing and reviewing of fiduciary accountings for estates and trusts Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues Identifying additional estate and income tax planning opportunities for clients Overseeing billing and collections of clients Managing, coaching, and mentoring staff, seniors, and supervisors Researching and drafting memorandum involving complex tax matters  Identifying and implementing tax planning opportunities  Overseeing complete tax research projects for a variety of clients and diverse industries  Managing multiple engagements concurrently with various teams to efficiently meet client deadlines  Conducting constructive discussions with team members on their evaluations and providing counsel accordingly  Serving in professional development programs as an instructor or discussion leader 

The kinds of people we want to talk to have many of the following: 

Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation  3+ years of prior experience working in the tax department of a public accounting, 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 

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