Private Client Services Tax Supervisor

WithumSmith+Brown PC•Holmdel, NJ

2d•Onsite

About The Position

Withum's Tax Services Group helps clients meet tax reporting obligations accurately and on time, minimize or defer taxes, and develop tax strategies informed by international, federal, state, and local regulations. Its services include business, individual, state and local, R&D tax credit, international, and private client services. The Private Client Services Tax Supervisor will be based in Withum's Red Bank, New Jersey office and will work with an integrated team of CPAs and industry leaders. The role focuses on complex tax work for high-net-worth individuals, estates, and trusts, alongside client service, tax planning, engagement management, and staff supervision and development.

Requirements

Bachelor's degree in Accounting.
Licensed CPA, or working toward CPA certification with parts passed.
At least 4 years of public accounting experience.
Exceptional client service and communication skills, with the ability to develop and maintain strong client relationships.
Ability to manage multiple engagements and competing projects.
Strong leadership, training, and mentoring skills.
Excellent verbal, written, and presentation skills to represent the firm to clients' management.
Excellent analytical, organizational, and project management skills.
Strong attention to detail and proven innovative problem-solving skills.
Ability to travel as needed.

Nice To Haves

Master of Science in Taxation.

Responsibilities

Review high-net-worth individual tax returns.
Review fiduciary accountings for estates and trusts.
Review complex gift, estate, and fiduciary income tax returns, including related schedules and forms.
Provide tax planning and consulting to high-net-worth clients regarding estate and individual income taxes.
Research and consult on estate, gift, and trust matters, including trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues.
Identify additional estate and income tax planning opportunities for clients.
Oversee client billing and collections.
Manage, coach, and mentor staff, seniors, and supervisors.
Research and draft memoranda involving complex tax matters.
Identify and implement tax planning opportunities.
Oversee complete tax research projects for clients across a variety of industries.
Manage multiple concurrent engagements and teams to meet client deadlines efficiently.
Discuss team members' evaluations constructively and provide counsel.
Serve as an instructor or discussion leader in professional development programs.