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Trust and Estate Tax Manager

Trust and Estate Tax Manager

CompanyWithum
LocationOrlando, FL, USA, San Francisco, CA, USA, Los Angeles, CA, USA, Shrewsbury, NJ, USA, Providence, RI, USA, San Ramon, CA, USA, Philadelphia, PA, USA, Princeton, NJ, USA, Parsippany-Troy Hills, NJ, USA, East Brunswick, NJ, USA, Baltimore, MD, USA
Salary$80000 – $200000
TypeFull-Time
DegreesBachelor’s, Master’s, JD
Experience LevelSenior

Requirements

  • 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’s management
  • Excellent analytical, organizational, project management skills, and strong attention to detail
  • Ability to travel as needed

Responsibilities

  • 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

Preferred Qualifications

    No preferred qualifications provided.