Trust and Estate Tax Supervisor

Withum

Princeton, NJ

JOB DETAILS
SALARY
$95,000–$150,000 Per Year
SKILLS
Accounting, Analysis Skills, Certified Public Accountant (CPA), Coaching, Communication Skills, Consulting, Credit and Collections, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Estate Management, Federal Laws and Regulations, Fiduciary, Genetics, Income Tax, Leadership, Legal, Local Tax, Mentoring, People Management, Presentation/Verbal Skills, Private Client Services, Problem Solving Skills, Project/Program Management, Public Accounting, Research & Development (R&D), State Laws and Regulations, State Tax, Strategic Planning, Tax Credits, Tax Planning, Tax Reporting, Tax Returns, Time Management, Training/Teaching, Willing to Travel, Writing Skills
LOCATION
Princeton, NJ
POSTED
Today

Job Description: 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, U.S. federal, state, and local regulations, along with our affiliation with HLB International, allows them to 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.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 audit engagements, from planning to completion, including supervision/mentoring of staff and building/maintaining relationships with clients.How you'll spend your time: Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and formsReviewing fiduciary accountings for estates and trustsProviding tax planning and consulting to our firm's high net‑worth clients for estate and individual income taxesResearching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation‑skipping tax issuesIdentifying additional estate and income tax planning opportunities for clientsOverseeing billing and collections of clientsManaging, coaching, and mentoring staff, seniors, and supervisorsResearching and drafting memorandums involving complex tax mattersIdentifying and implementing tax planning opportunitiesOverseeing complete tax research projects for a variety of clients and diverse industriesManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesConducting constructive discussions with team members on their evaluations and providing counsel accordinglyServing in professional development programs as an instructor or discussion leaderThe kinds of people we want to talk to: Bachelor's degree in accounting, Master of Science in Taxation preferredCPA License (preferred) or plan to obtain licenseAt least 4 years of public accounting experienceExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projectsStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to client's managementExcellent analytical, organizational, and project management skills, strong attention to detail, and proven innovative problem‑solving skillsAbility to travel as needed based on client assignmentsThe compensation for this position ranges are noted 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 Jersey salary range is $95,000 – $150,000 annually.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.#J-18808-Ljbffr

About the Company

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Withum