Trust and Estate Tax Manager
Updated on 4/16/2024
Withum

1,001-5,000 employees

Technology-driven advisory and accounting services
Company Overview
Withum stands out as a technologically adept advisory and accounting firm, equipping clients with the tools to maintain a strong position in the modern business environment. The company's strength lies in its expert team, who are adept at guiding organizations through complex projects and business challenges to achieve superior results. This commitment to client success, coupled with a forward-thinking approach, positions Withum as a leader in the advisory and accounting industry.
Cybersecurity
Industrial & Manufacturing
Social Impact
Consumer Goods
Financial Services
Food & Agriculture
Aerospace
Education
Real Estate
Consulting
Energy

Company Stage

N/A

Total Funding

N/A

Founded

1974

Headquarters

Princeton, New Jersey

Growth & Insights
Headcount

6 month growth

7%

1 year growth

16%

2 year growth

43%
Locations
Cambridge, MA, USA • Seattle, WA, USA • Orlando, FL, USA • Nashville, TN...
Experience Level
Entry
Junior
Mid
Senior
Expert
CategoriesNew
Tax Accounting
Financial Planning
Accounting
Requirements
  • Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation required
  • At least 5 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
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