Full-Time

Trust and Estate Tax Supervisor

Confirmed live in the last 24 hours

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Consulting
Enterprise Software
Cybersecurity

Compensation Overview

$90k - $135kAnnually

+ Bonus + Benefits Package

Mid, Senior

Philadelphia, PA, USA + 2 more

More locations: Princeton, NJ, USA | New York, NY, USA

Category
Tax Accounting
Financial Planning
Accounting

You match the following Withum's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 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
  • 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
  • Proven innovative problem-solving skills
  • Ability to travel as needed based on client assignments
Responsibilities
  • Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • 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
Desired Qualifications
  • Masters of Science in Taxation is preferred
  • CPA License (preferred)

Withum provides advisory, tax, and audit services to help businesses succeed in a competitive environment. The firm offers tailored solutions to a diverse clientele, including small to medium-sized enterprises, large corporations, and non-profits across various industries like automotive, e-commerce, and technology. Their services include business advisory focused on improving operational efficiency and leveraging technology, digital solutions such as CRM and ERP consulting to streamline operations, and cybersecurity services that protect clients from digital threats. Withum differentiates itself by maintaining a personalized approach while delivering specialized services that address specific client challenges. The company's goal is to ensure that clients thrive by continuously adapting to market changes and providing high-quality support.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital transformation boosts Withum's advisory services.
  • Rising importance of cybersecurity enhances Withum's market position.
  • Expansion of CRM and ERP markets supports Withum's growth potential.

What critics are saying

  • Increased competition in advisory and audit sectors may impact Withum's market share.
  • Remote work trends challenge Withum's traditional in-office advisory model.
  • AI and automation in accounting may reduce demand for traditional audit services.

What makes Withum unique

  • Withum offers personalized solutions tailored to diverse client needs across industries.
  • The firm provides comprehensive digital solutions, including CRM and ERP consulting.
  • Withum's cybersecurity services offer robust frameworks and incident response solutions.

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Benefits

Hybrid Work Options

Professional Development Budget

Conference Attendance Budget