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- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Director specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to...SuggestedFull timeTemporary workPrivate practiceWork at officeLocal area
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real... ...held real estate businesses. This role is designed for a trusted advisor who enjoys partnering directly with entrepreneurs...SuggestedFull timeLocal area
- ...goals.EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range of... ...the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new...SuggestedFull timeWork at officeLocal area
$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$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...Full timeH1bLocal area- LG Legacy Group, LLC, a Philadelphia-area tax and accounting advisory firm, seeks an accomplished tax leader to manage complex engagements for high-net-worth individuals and businesses. You will collaborate with Partners and clients to deliver strategic planning, build...
$99k - $252.45k
...OpportunityAs a Manager in Audit Center of Excellence - Income Tax - External Audit, you will lead specialized audit support within... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position...Full timeH1b$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...Work at officeLocal areaMonday to Friday$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$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$225k - $275k
Our client is a financial and tax advisory firm focused on helping entrepreneurs and high... ...proactive tax strategies, and build trusted, long-term client relationships.Team Leadership... ....Expertise in partnerships, trusts, estates, and closely held business structures.Ability...Work at office- ...wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family...Work at office
$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$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$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$150k - $250k
...EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in a growing... ...within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new...Full timeLocal 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
$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- ...to succeed and the autonomy to reach your goals.We are seeking a Tax Senior Manager to join our team, with a specialized focus on not... ...within the firm, EisnerAmper’s Tax Group doesn’t only provide trusted and innovative tax solutions to its clients, but it creates new...Full timeWork at officeLocal 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$163.4k - $222.6k
...Consulting Senior Manager, you will serve as a delivery leader and trusted advisor, responsible for driving high-quality Workday Payroll... ..., and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC...Full timeContract workLocal areaFlexible hours$156.18k
...forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Where We Need You Protiviti is looking for a Technology Consulting Senior Manager to join our growing...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$99k - $266k
...TaxManagement LevelManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; CA-Los Angeles;...Full timeH1b- ...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 timeLocal area
- ...to succeed and the autonomy to reach your goals.We are seeking a Tax Content Manager, to help build and manage the knowledge and... ...within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new...Full timeLocal area
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; CA-Irvine; GA-Atlanta...Full timeH1b$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$170k - $260k
...every single day. Job Description Tax Director | Head of Tax Location:... ...Meaningful Client Relationships: Serve as a trusted advisor to business owners, high-net-... ...strategic guidance on complex tax, business, estate, and wealth planning matters....Full timeSummer workWork at officeLocal area- ...LLC is a fast growing, highly specialized tax and accounting advisory Certified Public... ...issues and we pride ourselves on being their trusted advisors. At LG Legacy Group, we value... ...for high-net-worth individuals, trusts, estates, partnerships, corporations, and closely...For contractorsLocal area
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