Trust and Estate Tax Manager
Company: Withum Smith+Brown
Location: Irvine
Posted on: May 8, 2024
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Job Description:
Looking to work at a firm that encourages a work life balance
and a path to Partnership? -WithumSmith+Brown, P.C., is a
forward-thinking, technology-driven advisory and accounting firm,
helping clients to Be in a Position of StrengthSM---in today's
modern business landscape.--- Withum empowers clients with
innovative tools and solutions to address their accounting, tax and
overall business management needs. Withum is a place where talent
thrives. We recruit only the best and brightest people, with a
genuine passion for the business. -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. -As a Trust & Estate Tax Manager, 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/mentor staff, and build/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 complex gift, estate, and
fiduciary income tax returns, including related schedules and forms
-Reviewing 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
and CPA license, JD or a -Masters -of Science in Taxation
-requiredAt least 5 years of prior experience working in the tax
department of a public accounting, with experience leading multiple
engagements and supervising staff, and an emphasis on Gift, Estate,
and Trust knowledgeExcellent 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's
management -Excellent analytical, organizational, project
management skills, and strong attention to detail -The compensation
for this position will vary by location. If you reside in
California, New York City, Washington D.C., or Washington State,
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 .California and Seattle ranges are
from $115,000 - 200,000 annuallyNew York City ranges are from
$105,000 - $160,000 annuallyWashington, D.C. ranges are from
$105,000 - $170,000 annuallyWithum will not discriminate against
any employee or applicant for employment because of race, color,
religion, sex, sexual orientation, gender identity, national
origin, age, marital status, genetic information, disability or
because he or she is a protected veteran. Pursuant to the San
Francisco Fair Chance Ordinance, we will consider for employment
qualified applicants with arrest and conviction records. -#LI
-MM1
Keywords: Withum Smith+Brown, Riverside , Trust and Estate Tax Manager, Accounting, Auditing , Irvine, California
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