Boca Raton, FL; Boston, MA; San Diego, CA; Chicago, IL; Los Angeles, CA; Orange County, CA; Nashville, TN; New York, NY; Orlando, FL; Philadelphia, PA; Portland, OR; Princeton, NJ; Providence, RI; San Francisco, CA; San Ramon, CA; Seattle, WA; Woburn, MA
Looking to work at a firm that encourages a work-life balance and a path to Partnership?
WithumSmith+Brown, P.C. is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength 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.
As a Trust & Estate Tax Senior Associate, 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.
How you’ll spend your time:
- Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
- Preparing and reviewing fiduciary accountings for estates and trusts
- Providing tax planning and consulting to our firm’s high net worth clients 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 memorandums 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 and CPA license, JD or a Masters of Science in Taxation
- 3+ 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
- 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 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
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.
California and Seattle ranges are from $75,000 - 125,000 annually
New York City ranges are from $75,000 - $105,000 annually
Washington, D.C. ranges are from $80,000 - $100,000 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.
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