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High Net Worth Trust and Estate Manager

Company: Withum
Location: Carlsbad
Posted on: November 22, 2021

Job Description:

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 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.

As a Trust & Estate Tax Manager based out of our Carlsbad, CA or San Francisco, CA office , 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.

Withum's brand is a reflection of our people, our culture and our strength. We have 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
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, 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

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
At least 5 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

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.

Keywords: Withum, San Diego , High Net Worth Trust and Estate Manager, Executive , Carlsbad, California

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