Trust and Estate Tax Supervisor
Withum Smith+Brown
Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.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.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!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, 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 & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our Phialdelphia, PA office. 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, to include supervision/mentoring of staff and building/maintaining relationships with clients. Withum’s brand is a reflection of our people, our culture and our strength. Withum has 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 Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and formsReviewing of fiduciary accountings for estates and trustsProviding tax planning and consulting to our firm’s high net worth client 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 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 The kinds of people we want to talk to have many of the following: Bachelor's degree in accounting, Masters of Science in Taxation is preferred CPA 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 relationships Ability to manage multiple engagements and competing projects 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, strong attention to detail, and proven innovative problem-solving skills Ability to travel as needed based on client assignments The 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 .New Jersey salary range is $95,000 - $150,000 annually#LI-JB1; #LI-HybridWithumSmith+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.SummaryLocation: Philadelphia, PA; Princeton, NJType: Full time
$110k - $210k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work...SuggestedFull timeWork at officeLocal areaRemote work$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...Founders & Tech Executive Tax Supervisor role will be based out of one... ...individual, fiduciary, gift and estate and other tax returns,... ...and tech executivesServing as a trusted advisor, managing client relationships...SuggestedFull timeLocal area$100.35k - $205k
...Are you a strategic and creative federal tax professional who likes solving complex federal... ...? Do you have experience serving real estate owners and operators? Are you a leader who... ...methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...SuggestedWork at officeLocal areaWorldwide2 days per week3 days per week$100.35k - $205k
...compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and... ...-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually...SuggestedPrivate practiceWork at officeLocal area- ...reach your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax... ...clients with specific needs including real estate private equity funds, public and private... ...’s Tax Group does not only provide trusted and innovative tax solutions to its clients...SuggestedFull timeLocal areaRemote work
- ...Our International client is seeking a Tax Supervisor to join their Tax Team. This will be a diverse role involved in various tax compliance, consulting and planning issues related to the parent organization and its subsidiaries, both domestic and international. Location...Full time
$100k - $135k
...You - that's the Power in the Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists... ...as well as International and Private Client services. This Tax Supervisor role will be based out of our Lincolnshire, IL; East Brunswick,...Work at officeLocal area$125k - $150k
...diverse portfolio of generic and branded pharmaceuticals, ANI is a trusted partner for healthcare providers, pharmacists, and patients... ...capacity Ensure compliance with all federal, state, and local payroll tax regulations, reporting requirements, and employer contribution...Full timeTemporary workLocal area3 days per week$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning... ...Research current market trends and maintain credibility as a trusted advisor. Build client relationships and demonstrate deep...Flexible hours- ...based in Princeton, NJ is seeking a hands-on Tax Manager with extensive experience in high-... ...private equity, corporate credit, real estate, and global macro instruments. The portfolio... ...for HNW individuals and related grantor trusts Develop quarterly tax estimates and detailed...Work at officeLocal area3 days per week
$132.7k - $303.2k
...valued work and advice. Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory or annuity tax service... ...tax projects are timely and accurately completed. Serve as a trusted advisor and role model across multiple teams, research tax law...Work experience placementSummer holidayFlexible hours- ...and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ...hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage with clients...Full timeTemporary workPrivate practiceWork at officeLocal area
$133.73k - $219.7k
...Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ..., investment management, trust and estate planning, brokerage and investment services... ...planning team (e.g., investment advisors, tax specialists, and estate planners) to develop...Full timeFlexible hours$78k - $165k
...priorities in a deadline-driven environmentStrong verbal, written, and presentation communication skills with the ability to build trusted client relationshipsWhat Sets You ApartGeneva fund accounting platform experienceExperience leading client onboarding, fund launches...Ongoing contractFull timeWork at office$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Local area$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Full timeLocal area$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Full timeLocal area$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Full timeLocal area$140k - $160k
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain...Full timeFor contractorsImmediate start- This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain...Full timeWork at office
$100.35k - $205k
Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance...Work at officeLocal area$120k - $150k
...collaborative environment where bold ideas thrive and every team member makes a meaningful impact. Our core values guide everything we do: we trust one another, show generosity toward patients, embrace curiosity, and strive to elevate science. Team members receive a competitive...Full timeTemporary workLocal areaShift work$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial...Local area$135k - $210k
...Career Starts with You.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!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...Full timeWork at officeLocal area$150k - $225k
...Position We are seeking a highly motivated and detail-oriented tax professional to join our Finance team in a tax role. The ideal... ...Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller...Work at officeLocal area$125k - $160k
...ensures all legal and non-legal staff are paid accurately and on time while maintaining strict adherence to multi-state and international tax regulations. The Manager acts as a key advisor to leadership regarding partner distributions, associate base-pay adjustments, and the...Local area- ...Tax Manager (CPA Firm) Our client is a well-established public accounting and advisory firm serving closely held businesses, business... ...building long-term client relationships while serving as a trusted advisor. You'll oversee a diverse tax practice, mentor staff, and...Work at officeLocal area
$120k
...growing regional public accounting and advisory firm is seeking a Tax Manager to join its team. This is an excellent opportunity for... ...services to clients Manage client relationships and serve as a trusted advisor Research tax issues and assist with tax resolutions...Work at officeFlexible hours- ...Tax ManagerAre you ready to elevate your career with a leading accounting and advisory firm that values innovation, excellence... ...join our Individual Services team, with a specialized focus on trusts and estates.This is more than just a job—it's an opportunity to make a...Casual workWork at officeFlexible hours
$32.5 - $36 per hour
...highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations... ...will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes...Seasonal workLocal area
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