Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Trust and Estate Tax Supervisor in Philadelphia, PA vacancy
  • $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... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work

    Withum Smith+Brown

    Philadelphia, PA
    13 hours ago
  • $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... 
    Suggested
    Work at office
    Local area
    Worldwide
    2 days per week
    3 days per week

    Deloitte

    Philadelphia, PA
    2 days ago
  •  ...your goals.EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of...  ...within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates... 
    Suggested
    Full time
    Work at office
    Local area

    EisnerAmper

    Philadelphia, PA
    13 hours ago
  • $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... 
    Suggested
    Full time
    H1b
    Local area

    PwC

    Philadelphia, PA
    2 days ago
  • $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... 
    Suggested
    Full time
    H1b
    Local area

    PwC

    Philadelphia, PA
    4 days ago
  •  ...season? A growing CPA firm is seeking an experienced Remote Tax Supervisor to join its team. This opportunity is ideal for someone...  ..., partnerships, S corporations, corporations, and trusts and estates. In addition to compliance, you'll have exposure to planning... 
    Remote work

    Solid Rock Recruiting LLC

    Philadelphia, PA
    14 days ago
  • $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... 

    Jobot

    Haddonfield, NJ
    1 day ago
  • Manufacturing 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 terms, tax... 
    Local area

    Robert Half

    Pennsauken, NJ
    13 hours ago
  • $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 time
    H1b

    PwC

    Philadelphia, PA
    13 hours ago
  •  ...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... 

    CBIZ

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b

    PwC

    Philadelphia, PA
    13 hours ago
  • $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 time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Philadelphia, PA
    3 days ago
  • $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 time
    H1b
    Remote work

    PwC

    Philadelphia, PA
    2 days ago
  • $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 time
    Work experience placement
    Internship
    Local area

    RSM International

    Blue Bell, PA
    2 days ago
  • $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... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b

    PwC

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b

    PwC

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b
    Local area

    PwC

    Philadelphia, PA
    13 hours ago
  •  ...succeed and the autonomy to reach your goals. We are seeking a Tax Director for our Employee Benefits Group who will participate in...  ...line within the firm, EisnerAmper’s Tax Group doesn’t only provide trusted and innovative tax solutions to its clients, but it creates new... 
    Full time
    Local area

    EisnerAmper

    Philadelphia, PA
    4 days ago
  •  ...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 time
    Local area
    Remote work

    EisnerAmper

    Philadelphia, PA
    1 day ago
  •  ...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;... 

    CBIZ

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b
    Local area

    PwC

    Philadelphia, PA
    13 hours ago
  • $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 time
    H1b
    Local area
    Overseas

    PwC

    Philadelphia, PA
    2 days ago
  • $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 time
    H1b
    Local area

    PwC

    Philadelphia, PA
    13 hours ago
  • $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 practice
    Work at office
    Local area

    Deloitte

    Philadelphia, PA
    2 days ago
  •  ...together with our culture of shared success and commitment to creating 360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Philadelphia, PA
    4 days ago
  •  ...Tax Manager Center City, Philadelphia We are seeking a motivated Tax Manager to join an energetic...  ...returns Manage key client relationships and act as a trusted advisor to high-net-worth individuals, real estate entities, and startups Guide, mentor, and... 
    Contract work
    Temporary work
    For contractors
    Work at office
    Flexible hours

    Equiliem

    Philadelphia, PA
    1 day ago
  •  ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client...  ...high net worth individuals, families, trusts, estates, and closely held businesses. This leadership...  ...initiatives and mentor managers, supervisors, and staff to support professional development... 
    Private practice
    Work at office
    Local area

    Talnt LLC

    Philadelphia, PA
    1 day ago
  •  ...Tax Manager Philadelphia, PA Full-Time | In-Office A fast-growing public accounting...  ...with high-net-worth individuals, real estate clients, and entrepreneurial businesses...  ...corporate tax engagements Serve as a trusted advisor to high-net-worth individuals,... 
    Full time
    Work at office

    Spartan Placements LLC

    Philadelphia, PA
    5 days ago
  • $120k - $150k

     ...advisory services firm looking for a talented Tax Manager to join their team near Philly,...  ..., Review mostly of complex returns, estates, corporations, HNW clients Excellent...  ...work for corporations, partnerships, and trusts. Located in the local area if possible... 
    Full time
    Local area

    Caliber Recruiting Group

    Philadelphia, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust and Estate Tax Supervisor. Be the first to apply!