High Net Worth Tax Manager

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Within the broader Tax Services Group is our Founders Group. This is a successful practice made up of team members that strive to maintain the culture of a boutique firm and specialize in working with:

• Mid to Upper Level Executives
• High Net Worth Individuals

The focus of this proactive practice is to provide highly accurate and thoughtful annual tax compliance.  More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities.  The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice. 

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

• Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
• Researching and drafting tax memorandums involving complex tax matters
• Identifying and implementing tax planning opportunities
• Handling and resolving tax controversies
• Having conversations with clients to provide insight and individually tailored solutions
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
• Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
• Serving in professional development programs as an instructor or discussion leader

The Kinds of People We Want to Talk to Have Many of The Following:

• Bachelor's degree in accounting
• Active CPA or a Master of Science in Taxation
• Expertise in California taxation
• 7+ years prior experience working in the tax department of a public accounting firm
• At least 2 years of detailed tax review which includes experience with 1040s; specifically, in the areas of:
• Employee stock option reporting and planning
• Multi-State taxation
• Schedule C and Single Member LLC
• Complex K-1s and brokerage statements
• Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements, complete projects, spot tax issues and tax planning opportunities in a rapidly growing, fast-paced, interactive, results-based team environment
• Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client’s management
• Excellent analytical, organizational, project management skills, and strong attention to detail

The compensation for this position will vary by location. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/

San Francisco ranges are from $140,000 - $200,000

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

#LI-MM1

#LI-Hybrid