Trust and Estate Tax Manager
$110k - $210kWithum
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, alongside our affiliation with HLB International, allows them to develop economical tax strategies anywhere. Services include Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work alongside an integrated team of seasoned 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. 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 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 a public accounting tax department, 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. The compensation for this position will vary by location. If you reside in California, Maryland, Illinois, 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, and the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at California ranges: $110,000 - $210,000 annually Illinois ranges: $125,000 - $160,000 annually Maryland ranges: $120,000 - $150,000 annually Massachusetts ranges: $125,000 - $185,000 annually New Jersey ranges: $105,000 - $190,000 annually New York City ranges: $110,000 - $180,000 annually New York State ranges: $110,000 - $180,000 annually Rhode Island ranges: $110,000 - $160,000 annually Washington State ranges: $135,000 - $175,000 annually We will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. Positions are remote within the United States except Colorado, Oregon, and New York. 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. #J-18808-Ljbffr Withum
- Manage and review of Gift, Estate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to...Suggested
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...a Financial Services Tax - Real Estate Manager, you will play a pivotal... ...to establish a secure and trusted workplace for all. Applications...SuggestedFull timeH1bLocal area$147.4k - $336.8k
...Key Responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning... ...current market trends to maintain your credibility as a trusted advisor. Building client relationships and demonstrating...SuggestedSummer holidayFlexible hours$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 projects... ...current market trends and maintain credibility as a trusted advisor. Build client relationships and demonstrate deep industry...SuggestedFlexible hours$132.7k - $303.2k
...Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory... ..., developing internal team members, and managing the functional efforts of such tax... ...timely and accurately completed. Serve as a trusted advisor and role model across multiple teams...SuggestedWork experience placementSummer holidayFlexible hours$147.4k - $336.8k
...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. This role involves providing advisory services to clients across real estate, hospitality, and construction sectors. The ideal candidate should have 7-10...- EY is seeking a Real Estate Tax Senior Manager located in California to lead tax planning projects for diverse clients. The role requires strong knowledge in real estate tax, managing a team, and building client relationships. Eligible candidates should have a relevant...
$140k - $160k
A reputable public accounting firm is seeking a Tax Manager to join their team in San Diego, CA. The role requires leading complex tax filings... ...net-worth individuals and families on wealth transfer and estate planning strategies. The ideal candidate has a Bachelor's...- ...High-Performing Tax Manager Are you ready to take your tax expertise to the next level with... ...accounting and has a passion for real estate. If you excel at solving complex tax challenges... ...and high-net-worth individuals. Be a Trusted Advisor: Review and sign off on tax...Local area
- ...Review federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate... ...other taxing authorities Provide technical training Manage performance and development of staff members Manage...
- ...Gambit is building the tax firm of 2030. AI is already changing... ...humility. Join us. About the Tax Manager Role The shift from tax... ...multi-state situations, and real estate. You\'ve seen enough variations... ...individual, S-corp, partnership, trust, and multi-state returns. This...Work at officeShift work2 days per week
$110k - $180k
...respected accounting firms in San Diego area. Our tax professionals offer a full range of tax... ...including individual, partnership corporation's estate and trusts returns. Currently, our tax team is looking for a Tax Manager I to join our team. We find our synergetic environment...$150k - $250k
...SENIOR TAX MANAGER We are seeking a dynamic and motivated Senior Tax Manager to manage tax engagements, deliver high quality tax services... ...state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate...Local area$200k - $275k
...that focuses on complex business tax. We believe that putting your... ...! If you are a Senior Tax Manager looking for a clear path to... ...Responsibilities: 1. Serve as a trusted advisor to owners of complex... ...manufacturing, distribution, real estate, construction, agriculture,...Local areaRelocationRelocation package$140k - $160k
...Title : Tax Manager Company : Public Accounting Compensation : $140,000 to $160,000 base plus bonus Location : San Diego, CA - Hybrid... ...client advisory, and team leadership with a focus on income, trust, estate, and wealth transfer strategies. The position offers the opportunity...Private practiceLocal area$140k - $175k
...Senior Tax Manager $140000 - $175000 per year | San Diego, CA | On-Site | Permanent Hybrid schedule with a well-established firm supporting... ...state income taxes for Individual, Partnership, Corporate and Trust tax returns # Build new and existing client relationships and...Permanent employmentLocal areaFlexible hours$130k - $160k
...Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team! This Jobot... ...wealth strategies across real estate, retirement, and business holdings. Provide... ...and local tax filings for individuals, trusts, and entities. Serve as a trusted advisor...Work at officeLocal areaRemote work3 days per week$120k - $150k
...deep, enduring client relationships through trust, technical excellence, and a genuine... ...businesses, high-net-worth individuals, and real estate investors across Southern California. It’s... ...accounting experience Solid background in tax compliance and review for partnerships,...Full timeWork at office$115k - $150k
...Tax Manager Opportunity At Redwitz, Inc. At Redwitz, Inc. we offer a comprehensive range of services including accounting, audit... ...partnerships, s corporations, corporations, exempt organizations, and estates and trust. Respond to tax authorities on behalf of clients and...Work at officeLocal areaRemote workFlexible hours- ...Tax Manager A full-service public accounting and advisory firm in the San Diego, CA region is seeking a professional to manage complex... ...software. Prepare and review complex business, individual, and trust tax returns Support the completion of tax engagements from...Full time
$125k - $165k
...Type Full-time Description Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer...16 hoursFull timeSeasonal workFlexible hours- ...philosophy is simple: Provide exceptional tax and accounting services in a personal, proactive... ...Individual, Partnership, Corporate and Trust tax returns 2. Build new and existing... ...and training to junior staff members. 5. Manage multiple clients, budgets and productivity...Local areaFlexible hours
- ...Seeking a Tax Manager with experience to prepare and review complex tax returns, manage client... ..., S corporation owners, and real estate investors. Prepare and review complex... ...individual, S corporation, partnership, trust, and multi-state tax returns. Identify...
- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm: We're partnering with a... ...Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters. Mentor and develop junior tax...Full timeRemote workFlexible hours
$100k - $150k
...Tax Manager San Diego, California, United States $ 100,000.00 - 150,000.00 (US Dollar) About the Job Tax Manager Position... ...engagements for corporations, individuals, partnerships, estates, and trusts. ~5-10 years of overall experience in a public accounting...Full timeWork at office- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We're partnering with a... ...Build and maintain strong client relationships, serving as a trusted tax advisor Mentor, train, and develop staff members Stay...Full timeRemote workFlexible hours
$135k - $200k
...the Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team... ...and Private Client services. As a Tax Manager based out of our San Diego or San... ...spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares...Work at officeLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in... ...conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business...Full timeH1bLocal areaOverseas$100k - $140k
A Top CPA firm in San Diego is looking to add a Tax Manager to their team. This well-respected CPA firm is searching for a candidate... ...Experience with small business partnerships, individuals, trusts and estate returns is preferred Assure compliance with federal, state,...Remote jobLocal area$110k - $150k
...leading San Diego CPA Firm located in UTC, is hiring for a Tax Manager with a minimum of 5-6+ years of relevant public accounting... ...tax returns, including multi-state returns for Individuals, Estates and Trusts, Partnerships, S Corporations, and other business entities...Full timeWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust and Estate Tax Manager. Be the first to apply!
- estate manager San Diego, CA
- director of real estate development San Diego, CA
- real estate transaction manager San Diego, CA
- lettings manager San Diego, CA
- asset manager - commercial real estate San Diego, CA
- real estate property manager San Diego, CA
- real estate director San Diego, CA
- real estate accounting manager San Diego, CA
- tax manager San Diego, CA
- remote tax manager San Diego, CA

