Job Information
WithumSmith+Brown, PC Trust and Estate Senior Tax Associate in New York, New York
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 StrengthSMin today's modern business landscape. Withumempowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs.Withumis a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. Withum'sTax 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. As a Trust & Estate TaxSenior Associate,you'llwork 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. Withum'sbrand is a reflection of our people, our culture and our strength.We havebecome 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, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms Preparation and review of fiduciary accountings for estates and trusts Provide tax planning and consulting to our firm's high net worth client for estate and individual income taxes Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues Identify additional estate and income tax planning opportunities for clients Oversee billing and collections of clients Manage, coach, and mentor staff Researchingand draftingmemorandum involving complex tax matters Identifyingand implementingtax planning opportunities Overseeingcomplete tax research projects for a variety of clients and diverse industries Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly Servingin professional development programs as an instructor or discussion leader Thekinds ofpeoplewewant totalk tohavemany ofthefollowing: Bachelor's degree in accounting and CPA license, JD or aMastersof 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 ranges from $80,000 - $120,000. 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 . Withumwill 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. #LI-JB1 #LI-Hybrid 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 they are a protected veteran.