Trust and Estate Tax Supervisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Withum · 12 hours ago

Trust and Estate Tax Supervisor

positionPrinceton, NJ
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$95K/yr - $150K/yr
date4+ years exp

Withum is a dynamic company that values talent and offers opportunities for growth. The Trust and Estate Tax Supervisor will lead audit engagements, mentor staff, and manage client relationships while ensuring compliance with tax obligations and developing effective tax strategies.

AccountingAdvertisingConsultingEdTechFinanceFinancial ServicesMedia and Entertainment
check
H1B Sponsor Likelynote
Hiring Manager
Jared Bowers
linkedin

Responsibilities

Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
Reviewing of fiduciary accountings for estates and trusts
Providing tax planning and consulting to our firm’s high net worth client 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 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

Qualification

CPA LicenseTax PlanningPublic Accounting ExperienceAnalytical SkillsLeadership SkillsCommunication SkillsProject ManagementMentoring SkillsOrganizational SkillsProblem-Solving Skills

Required

Bachelor's degree in accounting
At least 4 years of public accounting experience
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
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, strong attention to detail, and proven innovative problem-solving skills
Ability to travel as needed based on client assignments

Preferred

Masters of Science in Taxation
CPA License or plan to obtain license

Benefits

Competitive benefits package
Bonus program (for eligible roles)

Company

Withum

twittertwittertwitter
Glassdoor4.2
company-logo
Withum is a accounting and consulting firm focus on technology and media.
dateFounded in 1974
location
Princeton, New Jersey, USA
people-size1001-5000 employees
web-link
http://www.withum.com

H1B Sponsorship

Withum has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jim Bourke
Managing Director Advisory Services
linkedin
V
Val Orekhov
Partner
linkedin

Recent News

Seattle TechFlash
Top tips for building a practical AI business strategy
2025-09-26
Rochester Business Journal
Why business owners weigh ESOPs vs private equity sales
2025-09-12
Njbiz
Meet the 2025 NJBIZ Leading Women in Business
2025-07-07
Company data provided by crunchbase