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$124k - $335k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role... ...with clients and stakeholders to foster trust and collaboration- Coaching and mentoring...SuggestedFull timeH1bLocal 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$99k - $266k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...a Financial Services Tax - Real Estate Manager, you will play a pivotal role within... ...factors thoughtfully to establish a secure and trusted workplace for all.Applications will be...SuggestedFull timeH1bLocal area- Responsibilities Manage estate/trust cases from planning through final distribution. Prepare estate, inheritance, gift, and fiduciary income tax returns (Federal Form 1041, Federal Schedule K‑1, NJ‑1041, etc.). Handle estate/trust accountings: asset valuation, distributions...SuggestedWork at office
- AppleOne Employment Services seeks an experienced estate/trust professional to manage cases from planning to final distribution. You will prepare federal and state fiduciary tax returns and handle accountings for estates and trusts. The role involves drafting wills and...
$70k - $85k
A reputable law firm in Haddonfield is seeking an experienced Trust and Estate Paralegal to manage tax return filings and support estate planning. Candidates should possess a Bachelor's degree, paralegal certification is a plus, and a minimum of 3 years of related experience...$105.38k - $188.88k
Position Summary Are you a strategic and creative Indirect Tax professional who likes solving complex state and local indirect... ...indirect tax consulting/compliance engagements.Acting as a trusted business advisor to clients on a variety of issues including sales...Work at officeLocal area$91k - $321.5k
...LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position...Full timeH1bRemote work- Senior Tax Manager - North AmericaFinance - Group Tax Shape the Future of Tax in a Global BusinessAre you ready to take ownership of... ...tax processes, technology, and governance framework.You'll be a trusted advisor to business leaders, support complex cross-border initiatives...Permanent employmentFull timeContract workLocal area
$124k - $335k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency... ...open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The...Full timeH1b$99k - $266k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt PwC, our people in... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: CA-San Francisco; CA-Los...Full timeH1bLocal area$150k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; NC-Raleigh; CA-Irvine...Full timeH1b$120k - $180k
Job Opening: Tax ManagerLocation: Philadelphia, PA (Hybrid) Salary: $120K-$180K base We are nationally ranked public accounting... ...candidate would have experience with high net worth individuals, trusts, estates, and family entities. Key ResponsibilitiesTax Compliance &...Flexible hours- ...their goals and plan strategically for retirement. This would be a Tax Manager role for high-net-worth individuals (HNWI), families,... .... Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations...Full timeTemporary workCurrently hiringLocal area
- ...accounting in PA. Because of our growth, we are looking for a Senior Tax Manager or Director level person to play a key role in... ...managing complex tax engagements for high-net-worth individuals, trusts, estates, partnerships, corporations, and closely held businesses. You...Summer workLocal areaRemote work
$99k - $266k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our people in tax... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position...Full timeH1b$86.5k - $164.5k
...s why there’s nowhere like RSM.As a member of our Credits, Incentives and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing revenue, expense, capitalization, cost recovery and inventory accounting...Full timeWork experience placementInternshipWork at officeLocal area$95.4k - $180.4k
...executives who have or require complex estate and income tax planning and compliance. Our team of... ...skipping, philanthropic, retirement and trust aspects of a client’s planning and... ...training and career mentorship to staff and supervisor level team membersDrive and...Full timeWork experience placementInternshipLocal area- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...and for CBIZAssume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify...
$124k - $335k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryAt PwC, our people... ...resource requirements and project workflow- Creating an atmosphere of trust in teams- Developing new relationships and selling new services-...Full timeH1b- DescriptionManufacturing firm located in the Southern New Jersey area is looking to hire an Indirect Tax Supervisor with proven tax compliance expertise. As the Indirect Tax Supervisor, you will ensure compliance with tax laws and regulations, collaborate with internal...Full timeLocal area
$138k - $172.5k
As the Tax Manager in our Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice you’ll navigate R&D tax credit... ..., we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your...InternshipSeasonal workWork at officeLocal areaFlexible hours3 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...Private practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs... ...tax projects- Excelling in stakeholder management and building trust- Innovating processes to enhance operational excellence-...Full timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career... ...open conversations with teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business conduct.The...Full timeH1bLocal areaOverseas- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...Primary DutiesDemonstrate proactive client contact; viewed as a trusted business partnerExpand business practice; cultivate new clients;...
- ...EisnerAmper has experienced significant growth and is seeking a Tax Director for our Financial Services State & Local Tax team. In this... ...within the firm, EisnerAmper’s Tax Group doesn’t only provide trusted and innovative tax solutions to its clients, but it creates new...Full timeLocal 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...Full timeLocal areaRemote work
$124k - $335k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs... ...leading open conversations with teams and stakeholders to build trust and foster collaboration- Contributing technical knowledge in local...Full timeH1bLocal area
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