Full-Time

High Net Worth Tax Manager

Posted on 6/27/2024

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Consulting
Enterprise Software
Cybersecurity

Compensation Overview

$105k - $175kAnnually

+ Bonus + Benefits Package

Senior

Boston, MA, USA + 15 more

More locations: Seattle, WA, USA | Orlando, FL, USA | Nashville, TN, USA | Washington, DC, USA | San Francisco, CA, USA | Los Angeles, CA, USA | Providence, RI, USA | Irvine, CA, USA | San Ramon, CA, USA | Philadelphia, PA, USA | Boca Raton, FL, USA | Chicago, IL, USA | Princeton, NJ, USA | San Diego, CA, USA | Burlington, MA, USA

Hybrid position requiring in-office presence.

Category
Tax Accounting
Accounting
Requirements
  • 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
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

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 for streamlined 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 that clients are well-equipped to thrive and adapt to changing market dynamics.

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 importance of cybersecurity services enhances Withum's market position.
  • Expansion in e-commerce advisory services aligns with online retail growth.

What critics are saying

  • Increased competition in digital solutions could erode Withum's market share.
  • Demand for technology investments may strain Withum's financial resources.
  • Local economic conditions may challenge Withum's South Florida expansion.

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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