Private Client Services Tax Supervisor
About the role
Withum’s Tax Services Group is a team of tax specialists ensuring tax reporting obligations are met accurately and timely, while minimizing or deferring tax payments. With a comprehensive understanding of international, US federal, state, and local regulations—including our affiliation with HLB International—they develop economical tax strategies globally. Services include Business, Individual, State & Local tax, R&D Tax Credit, International, and Private Client services.
This Private Client Services Tax Supervisor role is based in our Red Bank, NJ office. You will work alongside an integrated team of seasoned CPAs and industry leaders, taking a lead role in all aspects of audit engagements from planning to completion, including supervising and mentoring staff and building client relationships.
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 for high-net-worth clients on estate and individual income taxes
- Research and consult on estate, gift, and trust-related issues (e.g., trustee/beneficiary matters, Crummey obligations, generation-skipping tax)
- Identify additional estate and income tax planning opportunities for clients
- Oversee billing and collections for clients
- Manage, coach, and mentor staff, seniors, and supervisors
- Research and draft memoranda on complex tax matters
- Identify and implement tax planning opportunities
- Oversee complete tax research projects for diverse clients and industries
- Manage multiple engagements concurrently to meet client deadlines
- Conduct constructive discussions with team members on evaluations and provide counsel
- Serve as an instructor or discussion leader in professional development programs
Requirements
- Bachelor’s Degree in Accounting
- Licensed CPA, or working toward CPA certification with parts passed
- Master of Science in Taxation preferred but not required
- 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 priorities
- Strong leadership, training, and mentoring skills
- Excellent verbal, written, and presentation skills
- Strong analytical, organizational, and project management skills with keen attention to detail
- Proven innovative problem-solving abilities
- Ability to travel as needed
Pay
The compensation for this position ranges from $85,000 – $140,000. In addition to base compensation, Withum offers a competitive benefits package and a bonus program (for eligible roles) based on individual and firm performance. Final offer amounts depend on role, hiring location, skills, experience, and qualifications.
Benefits
For additional information on benefits, visit Withum’s careers page.