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    Real Estate Tax Manager - San Francisco, CA, United States - Withum

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    Description
    Looking to work at a firm that encourages a work life balance and a path to Partnership?

    is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSMin today's modern business landscape.

    Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs.

    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 theWithum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

    Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
    Reviewing of fiduciary accountings for estates and trusts
    Providing tax planning and consulting to our firm's high net worth client for estate and individual income taxes
    Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
    Identifying additional estate and income tax planning opportunities for clients
    Overseeing billing and collections of clients
    Managing, coaching, and mentoring staff, seniors, and supervisors
    Researching 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
    Serving in professional development programs as an instructor or discussion leader
    Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation 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, and an emphasis on Gift, Estate, and Trust knowledge
    Excellent analytical and technical tax skills
    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

    In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance.

    For additional information on our benefits, visit our website at

    Withum 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.


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