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

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 todays 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.

Withums 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.

Withums 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 TimeReviewing complex gift, estate, and fiduciary income tax returns, including related schedules and formsReviewing of fiduciary accountings for estates and trustsProviding tax planning and consulting to our firms 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 mattersIdentifying and implementing tax planning opportunitiesOverseeing complete tax research projects for a variety of clients and diverse industriesManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesConducting constructive discussions with team members on their evaluations and providing counsel accordinglyServing in professional development programs as an instructor or discussion leaderThe kinds of people we want to talk to have many of the following:

Bachelor's degree in accounting, Masters of Science in Taxation is preferredCPA License (preferred) or plan to obtain licenseAt least 4 years of public accounting experienceExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projectsStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to clients managementExcellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skillsAbility to travel as needed based on client assignmentsThe 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 individuals skills, experience and qualifications.

For additional information on our benefits, visit our website at and Seattle ranges are from $85, ,000 annuallyNew York City ranges are from $90,000 - $130,000 annuallyWashington, D.C.

ranges are from $90,000 - $140,000 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.

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