Full-Time

High Net Worth Tax Senior Manager

Confirmed live in the last 24 hours

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Consulting
Enterprise Software
Cybersecurity

Compensation Overview

$150k - $225kAnnually

+ Bonus

Senior

San Francisco, CA, USA + 1 more

More locations: San Diego, CA, USA

Job locations are San Francisco and San Diego, CA.

Category
Tax Accounting
Financial Planning
Accounting
Requirements
  • Bachelor's degree in accounting with an active CPA license
  • Having a Master’s of Science in Taxation is a plus
  • 7 + years prior experience working in the tax department of a public accounting firm
  • At least 5 years of tax review which includes experience with 1040s and 1041s; specifically, in the areas of: Multi-State taxation, Schedule C and Single Member LLC, Complex K-1s and brokerage statements, Employee stock option reporting and planning
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and complete projects 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
Responsibilities
  • 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
  • Growing the business

Withum provides advisory, tax, and audit services to help businesses succeed in a competitive environment. The firm offers tailored solutions to a diverse clientele, including small to medium-sized enterprises, large corporations, and non-profits across various industries like automotive, e-commerce, and technology. Their services include business advisory focused on improving operational efficiency and leveraging technology, digital solutions such as CRM and ERP consulting to streamline operations, and cybersecurity services that protect clients from digital threats. Withum differentiates itself by maintaining a personalized approach while delivering specialized services that address specific client challenges. The company's goal is to ensure clients thrive by continuously adapting to market changes and providing high-quality support.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Growth & Insights
Headcount

6 month growth

2%

1 year growth

2%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • The promotion of 20 new partners in 2024 highlights Withum's commitment to career growth and internal talent development.
  • Withum's strategic focus on technology and digital solutions positions it well to meet the increasing demand for tech-driven advisory services.
  • The firm's strong presence in the non-profit sector, bolstered by recent expansions, offers employees opportunities to work on impactful projects.

What critics are saying

  • The competitive landscape in advisory, tax, and audit services requires Withum to continuously innovate to maintain its market position.
  • Rapid expansion and integration of new partners and teams may pose challenges in maintaining a cohesive corporate culture.

What makes Withum unique

  • Withum's personalized approach to client service sets it apart in a global market, ensuring tailored solutions for diverse industries.
  • Their comprehensive service offerings, including business advisory, digital solutions, and cybersecurity, provide a one-stop-shop for clients, unlike competitors who may specialize in only one area.
  • Withum's commitment to innovation and continuous adaptation to market dynamics ensures that clients receive cutting-edge solutions.

Help us improve and share your feedback! Did you find this helpful?