- 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
- 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
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Trust and Estate Tax Supervisor - Boca Raton, 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 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 the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How you'll spend your time:
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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