Full-Time

Private Client Services Tax Supervisor

Posted on 1/10/2025

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Consulting
Enterprise Software
Cybersecurity

Compensation Overview

$90k - $140kAnnually

+ Bonus + Benefits Package

Mid, Senior

Washington, DC, USA + 1 more

More locations: Baltimore, MD, USA

Position based out of Baltimore, MD or Washington, D.C. offices.

Category
Customer Success
Customer Success & Support
Requirements
  • Bachelor's degree in accounting, Masters of Science in Taxation is preferred
  • CPA License (preferred) or plan to obtain license
  • At least 4 years of public accounting experience
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management
  • Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills
  • Ability to travel as needed based on client assignments
Responsibilities
  • Preparing complex high net worth individual income tax and trust & estate returns
  • Reviewing mid-level complexity high net worth individual income tax and trust & estate returns
  • Researching and draft memorandum involving complex tax matters
  • Identifying tax planning opportunities
  • Handling and resolve tax controversies
  • Training and supervision of staff accountants

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 high-quality, specialized services that address specific client challenges. The company's goal is to ensure clients thrive by continuously adapting to market changes and providing innovative solutions.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital transformation services aligns with Withum's digital solutions offerings.
  • Growing importance of cybersecurity boosts Withum's cybersecurity service demand.
  • Rising interest in ESG reporting can enhance Withum's advisory services.

What critics are saying

  • Competition from tech-driven firms leveraging AI may threaten Withum's market share.
  • High technology investment demands could strain Withum's financial resources.
  • Withum's South Florida expansion may face challenges from local competition.

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.

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

Benefits

Hybrid Work Options

Professional Development Budget

Conference Attendance Budget