Trust and Estate Tax Supervisor

July 28

🏢 In-office - Manhattan

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Withum

Be A Catalyst For Growth And Success

Certified Public Accountants and Consultants • Forensic and Valuation • Private Client Services • Tax • Business Advisory

1001 - 5000

Description

• Reviewing complex gift, estate, and fiduciary income tax returns • Providing tax planning and consulting to high net worth clients • Researching and consulting on various estate, gift, and trust related issues • Identifying additional estate and income tax planning opportunities • Managing, coaching, and mentoring staff

Requirements

• Bachelor's degree in accounting, Masters of Science in Taxation is preferred • CPA License (preferred) or plan to obtain license • At least 48 months of public accounting experience • Exceptional client service and communication skills • Ability to manage multiple engagements and competing projects • Strong leadership, training, and mentoring skills • Excellent analytical, organizational, project management skills • Ability to travel as needed based on client assignments

Benefits

• Competitive benefits package • Bonus program based on performance

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