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    Trust and Estate Tax Supervisor - San Francisco, United States - Withum

    Withum
    Withum San Francisco, United States

    5 days ago

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


    Withum, 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.

    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 audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

    Withum's brand is a reflection of our people, our culture and our strength. Withum has 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.

    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 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
    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, Masters of Science in Taxation is preferred
    CPA License (preferred) or plan to obtain license
    At least 4 years of public accounting experience
    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
    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, strong attention to detail, and proven innovative problem-solving skills
    Ability to travel as needed based on client assignments

    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 $85, ,000 annually

    New York City ranges are from $90,000 - $130,000 annually

    Washington, D.C. ranges are from $90,000 - $140,000 annually


    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.

    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


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