Trust and Estate Tax Manager (San Francisco)

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 todays 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.

Withums 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 to minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, including our affiliation with HLB International, allows them to help develop economical tax strategies worldwide. 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, youll 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.

Withums brand reflects our people, culture, and strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success is our dedicated professionals whose mission is to help our clients grow and thrive to be in a position of strength. Our commitment extends beyond our clients, promoting personal and professional growth for all team members, clients, and communities.

How youll spend your time:

• Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
• Reviewing fiduciary accountings for estates and trusts
• Providing tax planning and consulting to our firms high-net-worth clients for estate and individual income taxes
• Researching and consulting on 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 memoranda involving complex tax matters
• Identifying and implementing tax planning opportunities
• Overseeing complete tax research projects for diverse clients and industries
• Managing multiple engagements concurrently with various teams to 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 Master of Science in Taxation required
• At least 5 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staff, with 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, results-oriented team environment
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the firm well to clients management
• Excellent analytical, organizational, project management skills, and strong attention to detail