Trust and Estate Tax Manager

Company: Withum Smith+Brown
Location: Irvine
Posted on: May 8, 2024

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, Santa Ana , Trust and Estate Tax Manager, Accounting, Auditing , Irvine, California