About the job
At Withum, we believe in fostering talent where individuality is celebrated. Our dynamic environment offers limitless opportunities for personal and professional development, driven by a spirit of entrepreneurship and collaborative teamwork.
Join us to explore diverse industries, acquire new skills, and engage with our varied teams of professionals to shape the career you dream of. Your career journey begins with you.
Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!
Our Tax Services Group consists of exceptional tax professionals dedicated to ensuring compliance with tax reporting obligations while minimizing or deferring tax payments. Leveraging our extensive knowledge of international, US federal, state, and local regulations, we provide effective tax strategies globally through our affiliation with HLB International. Our services encompass Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
In this role, you will collaborate with a team of distinguished CPAs and industry experts, taking the lead on all facets of audit engagements from planning to execution. You will also mentor and supervise staff while cultivating strong relationships with clients.
Withum’s identity is shaped by our people, culture, and shared strength. We are synonymous with teamwork and excellence in client service. Our success is attributed to the committed professionals who strive to help our clients flourish and prosper. We also embody the Withum Way, which emphasizes personal and professional growth for all team members, clients, and the communities we serve.
How you’ll spend your time:
- Reviewing intricate gift, estate, and fiduciary income tax returns, including associated schedules and forms.
- Assessing fiduciary accountings for estates and trusts.
- Delivering tax planning and consulting for our high-net-worth clients regarding estate and individual income taxes.
- Conducting research and providing insight on various estate, gift, and trust-related matters, such as trustee and beneficiary concerns, Crummey obligations, and generation-skipping tax issues.
- Identifying additional estate planning opportunities.

