Trust and Estate Tax Supervisor

Withum

Trust and Estate Tax Supervisor supporting Withum’s high-net-worth clients with complex estate, gift, and fiduciary tax matters. Leading engagements, tax planning, research, billing, and staff development.

Posted 8/13/2026full-timePhiladelphia • New Jersey, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in reviewing complex gift, estate, and fiduciary income tax returns while providing tax planning and consulting for high net worth clients. Strong leadership and mentoring capabilities are essential for managing teams and ensuring exceptional client service.

Highest-signal resume keywords

CPA LicensePublic Accounting ExperienceTax Planning and ConsultingLeadership and MentoringClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewFiduciary AccountingTax ResearchProject ManagementAnalytical Skills

Soft Skills

Communication SkillsProblem-Solving SkillsAttention to DetailOrganizational SkillsPresentation Skills

Certifications & Qualifications

Bachelor's Degree in AccountingCPA License Preferred

Industry Keywords

Estate TaxGift TaxFiduciary Income TaxHigh Net Worth ClientsClient Billing and Collections

About the role

Key responsibilities & impact

Review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
Review fiduciary accountings for estates and trusts
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
Identify additional estate and income tax planning opportunities
Oversee client billing and collections
Manage, coach, and mentor staff, seniors, and supervisors
Research and draft memoranda involving complex tax matters
Oversee complete tax research projects for diverse clients and industries
Manage multiple engagements concurrently and meet client deadlines
Conduct discussions on team member evaluations and provide counsel
Serve as an instructor or discussion leader in professional development programs

Requirements

What you’ll need

Bachelor's degree in accounting
CPA License preferred or plan to obtain license
At least 4 years of public accounting experience
Exceptional client service and communication skills
Demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects
Strong leadership, training, and mentoring skills
Excellent verbal, written, and presentation skills
Excellent analytical, organizational, and project management skills
Strong attention to detail
Proven innovative problem-solving skills
Ability to travel as needed based on client assignments

Benefits

Comp & perks

Competitive benefits package
Bonus program for eligible roles based on individual and firm performance
Professional growth opportunities
Personal growth opportunities
Reasonable accommodations during the recruiting and hiring process