Trust and Estate Tax Manager

4 days ago Be among the first 25 applicants

Direct message the job poster from Withum

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!

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 and Local tax, R&D 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 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 tax engagements, supervise and mentor staff, and build and maintain relationships with clients.

Withum’s brand is a reflection of our people, our culture and our strength. We have 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 individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy
• Researching and drafting memorandum involving complex tax matters
• Identifying and implementing tax planning opportunities
• Handling and resolving tax controversies
• 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
• CPA license, JD or Masters of Science in Taxation is required
• At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
• Excellent analytical and technical tax skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing projects in a rapidly growing, fast‑paced, interactive, results‑based team environment
• Strong leadership, training and mentoring skills, coupled with excellent verbal, written and presentation skills to represent the firm well to client management
• Excellent analytical, organizational, project management skills and strong attention to detail
• Ability to travel as needed

Compensation for this position will vary by location. If you reside in California, Maryland, Massachusetts, New Jersey, New York City, Washington State or Rhode Island please see 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

Illinois ranges: $100,000 - $165,000 annually

Los Angeles ranges: $120,000 - $190,000 annually

Maryland ranges: $110,000 - $150,000 annually

Massachusetts ranges: $100,000 - $160,000 annually

New Jersey ranges: $116,000 - $203,000 annually

New York City ranges: $110,000 - $165,000 annually

Orange County ranges: $120,000 - $175,000 annually

Rhode Island ranges: $100,000 - $160,000 annually

San Diego ranges: $130,000 - $155,000 annually

San Francisco ranges: $110,000 - $200,000 annually

San Ramon ranges: $135,000 - $170,000 annually

Washington state ranges: $80,000 - $90,000 annually

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon and New York.

Referrals increase your chances of interviewing at Withum by 2x

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.