Trust and Estate Tax Manager

Baltimore, Maryland, United States; East Brunswick, New Jersey, United States; Los Angeles, California, United States; Orlando, Florida, United States; Philadelphia, Pennsylvania, United States; Princeton, New Jersey, United States; Providence, Rhode Island, United States; Red Bank, New Jersey, United States; San Francisco, California, United States; San Ramon, California, United States; Whippany, New Jersey, United States

Withum is a place where talent thrives - where who you are matters.It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

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 and Estate Tax Manager based out any of our office locations , 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 :

• Review ing individual, trust, partnership and corporate tax returns prepares by tax staff and / or seniors for accuracy
• Research ing and draft ing memorandum involving complex tax matters
• Identify ing and implement ing tax planning opportunities
• Handl ing and resolv ing tax controversies
• Oversee ing complete tax research projects for a variety of clients and diverse industries
• Manag ing multiple engagements concurrently with various teams to efficiently meet client deadlines
• Conduct ing constructive discussions with team members on their evaluations and providing counsel accordingly
• Serv ing in professional development programs as an instructor or discussion leader

The k inds of p eople w e w ant to t alk to h ave m any of t he f ollowing :

The compensation for this position will vary by location. If you reside in California, New York City, Washington D.C., Washington State, Maryland, or Rhode Island 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. For additional information on our benefits, visit our website at .

Baltimore ranges are from $110,000 - $150,000 annually

Los Angeles ranges are from $120,000 - $190,000 annually

Massachusetts ranges are from $100,000 - $160,000 annually

New York City ranges are from $110,000 - $165,000 annually

Orange County ranges are from $120,000 - $175,000 annually

Rhode Island ranges are from $100,000 - $160,000 annually

San Diego ranges are from $130,000 - $155,000 annually

San Francisco ranges are from $110,000 - $200,000 annually

San Ramon ranges are from $135,000 - $170,000 annually

Washington, D.C. ranges are from $105,000 - $170,000 annually

Washington state ranges are from $80,000 - $90,000 annually

#LI-MM1

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Create a Job Alert

Interested in building your career at WithumSmith+Brown? Get future opportunities sent straight to your email.

Apply for this job

indicates a required field

First Name

Last Name

Email

Phone

Resume / CV

Enter manually

Accepted file types : pdf, doc, docx, txt, rtf

Enter manually

Accepted file types : pdf, doc, docx, txt, rtf

Please provide us with your preferred name, if different from your legal name.

Please provide your home address including city and state :

Profile

Are you over 18 years of age?

Are you legally authorized to work in the United States?

Do you currently require sponsorship for employment visa status?

Will you in the future require sponsorship for employment visa status?

If your school was not listed above, please provide the full name of the school here.

If you have your CPA license, please provide us with the jurisdiction(s) in which you are licensed and the corresponding license number(s). If not applicable, please write N / A

If you have your CPA license, please confirm that you are actively licensed as a CPA and in good standing

Please choose the sections you passed if you don't have a CPA license but have passed one or more exam sections.

Auditing and Attestation

Business Environment and Concepts

Financial Accounting and Reporting

Regulation

N / A

Have you applied for employment with our firm before? If so, when?

Have you ever worked for our firm before? If yes, please give approximate dates :

Please select your preferred Withum office.

When are you available to start?

What is your desired salary?

How did you hear about us? Please identify the specific source (i.e. name of job fair, job board, recruiting agency, employee name, social media site, etc.)

I certify that the information provided in this application is true and complete to the best of my knowledge. I understand that any false statement or omission may disqualify me from employment or result in my dismissal if discovered after employment, regardless of the amount of time that has passed. I authorize Withum to contact and obtain information from all references, employers, educational institutions and to otherwise verify the accuracy of the information contained in this application. I authorize references, employers, educational institutions and other persons named in this application to provide any information or transcripts requested. I hereby release from liability Withum and its representatives for seeking, gathering, and using such information and all other persons, corporations, or organizations for furnishing such information as part of the application process.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in WithumSmith+Brown’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows :

A "disabled veteran" is one of the following : a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04 / 30 / 2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04 / 30 / 2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov / ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to :

Disability Status Select...

PUBLIC BURDEN STATEMENT : According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

1 Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov / ofccp .

PUBLIC BURDEN STATEMENT : According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Interested in learning more about Withum Careers?

#J-18808-Ljbffr