Trust and Estate Tax Manager

Overview

Withum’s Tax Services Group is a team of tax specialists dedicated to ensuring accurate, timely tax reporting and minimizing tax payments. Our services span Business, Individual, State & Local tax, R&D Tax Credit, International and Private Client tax solutions. As a Trust and Estate Tax Manager based in any of our office locations you will lead tax engagements, supervise staff, and build client relationships.

• Review and prepare individual, trust, partnership, and corporate tax returns for accuracy.
• Research and draft memoranda on complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax research projects for diverse clients and industries.
• Manage multiple engagements concurrently with various teams to meet client deadlines.
• Conduct constructive discussions with team members on evaluations and provide counsel.
• Serve in professional development programs as an instructor or discussion leader.

• Bachelor’s Degree in Accounting.
• CPA license, JD, or Master of Science in Taxation is required.
• At least 5 years of prior experience in a public accounting tax department, 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 fast‑paced, interactive, results‑based team environment.
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills.
• Excellent analytical, organizational, and project management skills with strong attention to detail.
• Ability to travel as needed.

The compensation for this position varies by location. In addition to base compensation, Withum offers a competitive benefits package and a bonus program based on individual and firm performance. For additional information on benefits, visit Withum Careers.

Withum Smith+Brown, PC is an equal opportunity employer and does not discriminate against qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, sexual orientation, gender identity, citizenship status, national origin, disability, veteran status, weight, height, or any other classification protected by federal, state, or local law.