Full-Time

High Net Worth Tax Senior Manager

Posted on 12/11/2023

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 that 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

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital transformation boosts Withum's CRM and ERP consulting services.
  • Growing global cybersecurity spending aligns with Withum's cybersecurity service offerings.
  • Rising interest in ESG reporting presents opportunities for Withum's advisory services.

What critics are saying

  • Increased competition in digital and cybersecurity services may erode Withum's market share.
  • Growing technology investment demands could strain Withum's financial resources.
  • Withum's South Florida expansion may face challenges from local economic conditions.

What makes Withum unique

  • Withum offers tailored solutions across diverse industries, including automotive, e-commerce, and technology.
  • The firm provides comprehensive digital solutions, including CRM and ERP consulting services.
  • Withum's cybersecurity services offer robust frameworks and incident response solutions.

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