Full-Time

Trust and Estate Tax Supervisor

Confirmed live in the last 24 hours

Withum

Withum

1,001-5,000 employees

Technology-driven advisory and accounting firm

Food & Agriculture
Consulting
Industrial & Manufacturing
Energy
Social Impact
Cybersecurity
Financial Services
Real Estate
Aerospace
Education
Consumer Goods

Mid

Cambridge, MA, USA + 16 more

Requirements
  • Bachelor's degree in accounting
  • Masters of Science in Taxation is preferred
  • CPA License (preferred) or plan to obtain license
  • At least 4 years of public accounting experience
  • Exceptional client service and communication skills
  • Ability to manage multiple engagements and competing projects
  • Strong leadership, training, and mentoring skills
  • Excellent analytical, organizational, project management skills
  • Ability to travel as needed based on client assignments
Responsibilities
  • Reviewing complex gift, estate, and fiduciary income tax returns
  • Reviewing fiduciary accountings for estates and trusts
  • Providing tax planning and consulting for high net worth clients
  • Researching and consulting on estate, gift, and trust related issues
  • Identifying tax planning opportunities for clients
  • Overseeing billing and collections of clients
  • Managing, coaching, and mentoring staff
  • Researching and drafting memoranda on complex tax matters
  • Overseeing tax research projects for various clients and industries
  • Managing multiple engagements concurrently
  • Conducting discussions with team members on evaluations
  • Serving in professional development programs

Withum is a technology-driven advisory and accounting firm that excels in enhancing operational efficiency, providing data analysis, and driving digital transformation among other services. Embracing technology at its core, Withum uses advanced tools like Microsoft Viva to empower clients and employees alike, fostering a culture of continuous growth and learning. This firm's dedication to integrating technology into business solutions makes it an attractive workplace for professionals aiming to innovate and lead in the industry.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Growth & Insights
Headcount

6 month growth

3%

1 year growth

14%

2 year growth

41%