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Withum

Trust and Estate Tax Manager at Withum

Boca Raton, Florida, United States; Boston, Massachusetts, United States; Braintree, Massachusetts, United States; Buffalo, New York, United States; Burlington, Massachusetts, United States; Chicago, Illinois, United States; Colorado, United States; Columbia, Maryland, United States; East Brunswick, New Jersey, United States; Houston, Texas, United States; Irvine, California, United States; Los Angeles, California, United States; Nashville, Tennessee, United States; New York, New York, United States; Orlando, Florida, United States; Philadelphia, Pennsylvania, United States; Princeton, New Jersey, United States; Providence, Rhode Island, United States; Red Bank, New Jersey, United States; Saddle Brook, New Jersey, United States; San Diego, California, United States; San Francisco, California, United States; San Ramon, California, United States; Seattle, Washington, United States; Tysons, Virginia, United States; Whippany, New Jersey, United StatesFull-timeTax ServicesPosted 3 months ago
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About the Role

<div class="content-intro"><p></p> <p><span data-olk-copy-source="MessageBody">Withum is a place where talent thrives - where who you are matters.&nbsp;It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.</span></p> <p>Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.</p> <p><strong>Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!</strong></p> <p></p></div><p><span data-contrast="none">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 &amp; Local tax, R&amp;D Tax Credit, as well as International and Private Client services</span><span data-contrast="none">.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><span data-contrast="none">As a Trust and Estate Tax Manager based out any of our office locations<strong>,</strong></span><span data-contrast="none">&nbsp;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.      </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><span data-contrast="none">Withum’s brand is a reflection of our people, our culture and our strength.&nbsp;</span><span data-contrast="none">We have</span><span data-contrast="none">&nbsp;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 </span><a href="https://www.withum.com/withum-way/"><span data-contrast="none">Withum Way</span></a><span data-contrast="none">, promoting personal and professional growth for all team members, clients, and surrounding communities. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><strong><span data-contrast="none">How </span><span data-contrast="none">you’ll spend your time</span><span data-contrast="none">:</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></strong></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Review</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;individual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Research</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;and draft</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;memorandum involving complex tax matters</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Identify</span><span data-contrast="none">ing&nbsp;</span><span data-contrast="none">and implement</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;tax planning opportunities</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Handl</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;and resolv</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;tax controversies</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Oversee</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;complete tax research projects for a variety of clients and diverse industries</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Manag</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;multiple engagements concurrently with various teams to efficiently meet client deadlines</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Conduct</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;constructive discussions with team members on their evaluations and providing counsel accordingly</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="1" data-aria-posinset="2" data-aria-level="1"><span data-contrast="none">Serv</span><span data-contrast="none">ing</span><span data-contrast="none">&nbsp;in professional development programs as an instructor or discussion leader</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="none">The</span><span data-contrast="none">&nbsp;k</span><span data-contrast="none">inds of&nbsp;</span><span data-contrast="none">p</span><span data-contrast="none">eople&nbsp;</span><span data-contrast="none">w</span><span data-contrast="none">e&nbsp;</span><span data-contrast="none">w</span><span data-contrast="none">ant to&nbsp;</span><span data-contrast="none">t</span><span data-contrast="none">alk to&nbsp;</span><span data-contrast="none">h</span><span data-contrast="none">ave&nbsp;</span><span data-contrast="none">m</span><span data-contrast="none">any of&nbsp;</span><span data-contrast="none">t</span><span data-contrast="none">he&nbsp;</span><span data-contrast="none">f</span><span data-contrast="none">ollowing:</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></strong></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}"><span class="TextRun SCXW12390595 BCX8" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW12390595 BCX8">Bachelor’s Degree in Accounting</span></span><span class="EOP SCXW12390595 BCX8" data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span>&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none"><span class="TextRun SCXW171466682 BCX8" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW171466682 BCX8">CPA license, JD or </span><span class="ContextualSpellingAndGrammarError SCXW171466682 BCX8">Masters</span><span class="NormalTextRun SCXW171466682 BCX8"> of Science</span><span class="NormalTextRun SCXW171466682 BCX8"> in Taxation is required</span><span class="NormalTextRun SCXW171466682 BCX8">&nbsp;</span></span><span class="EOP SCXW171466682 BCX8" data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Excellent analytical and technical tax skills</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">Excellent analytical, organizational, project management skills, and strong attention to detail</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:240}">Ability to travel as needed&nbsp;</span></li> </ul> <p>The compensation for this position will vary by location. If you reside in California, Maryland, Illinois, Massachusetts, New Jersey, New York City, Washington State, or Rhode Island please see below. In addition to the base compensation, Withum offers 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. For additional information on our benefits, visit our website at&nbsp;<a href="https://www.withum.com/careers/">https://www.withum.com/careers/</a>.<br><br>California ranges are from are from $110,000 - $210,000 annually<br>Illinois ranges are from are from $125,000 - $160,000 annually<br>Maryland ranges are from - $120,000 - $150,000 annually<br>Massachusetts ranges are from - $125,000 - $185,000 annually<br>New Jersey rages are from - $105,000 - $190,000 annually<br>New York City ranges are from - $110,000 - $180,000 annually<br>New York state ranges are from - $110,000 - $180,000 annually<br>Rhode Island ranges are from- $110,000 - $160,000 annually<br>Washington state ranges are from $135,000 - $175,000 annually</p> <p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon &amp; New York.</p> <p><span style="color: rgb(255, 255, 255);">#LI-MM1&nbsp;&nbsp;</span></p> <p><span style="color: rgb(255, 255, 255);">#Hybrid</span></p><div class="content-conclusion"><p><em>WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.</em></p></div>

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