Tax Senior/Supervisor - Estate and Trust Practice

Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

We are currently seeking an experienced Tax Senior/Supervisor who can add value to our growing Tax department with their strong accounting expertise. This individual will primarily be focusing on accurately preparing and filing state and federal tax documents. We are looking for a well-versed individual who exhibits excellent interpersonal, communication, and organizational skills.

Responsibilities

• Prepare tax returns for high net worth individual, S corporations, partnerships and fiduciary income tax returns as well as estate and gifts tax returns
• Review tax returns and projects of Tax Staff while gaining increasing responsibility with the review process
• Prepare and review fiduciary accountings for estates and trusts
• Identify estate and income tax planning opportunities.
• Perform tax research and articulate results concisely to clients and other team members both orally and in writing on matters specifically related to estate, gift and trust related issues
• Respond to inquiries from the IRS and other tax authorities
• Manage and maintain relationships with clients; manage work for the entire process from start to finish

Requirements

• Bachelor’s Degree in Accounting
• CPA License Required
• Estate, gift and trust experience required.
• 5+ years of recent general income tax experience in a public accounting firm
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Experience supervising, managing teams, and mentoring staff
• Ability to independently manage multiple engagements, prioritize workload for competing projects
• Understanding of accounting firm economics and general billing practices
• Outstanding leadership, collaboration, communication, organizational, and analytical skills
• Possess and demonstrate strong understanding and alignment with our firm’s core values of Honesty and Candor, Continual Learning, Innovation, Mentorship, Leadership, Team Player and Client Committed.

Why us?

• We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
• We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website.
• Our collaborative work environment is strongly committed to your professional growth and success
• We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
• We have a track record of ranking in the Best Place to Work NJ for the past sixteen years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!
• The estimated salary range for this position is $80,000 to $110,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

We believe in equal opportunity:

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.

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