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Withum

Global advisory, tax, audit with cybersecurity

High Net Worth Tax Senior Manager

Full-Time
$130k - $230k+ Bonus program
Expert
Bachelor's, Master's, JD
San Francisco, CA, USA+6 moreMore locations: Los Angeles, CA, USA | San Ramon, CA, USA | Hanover, NJ, USA | Orange County, CA, USA | New York, NY, USA | San Diego, CA, USA
Hybrid
AccountingTax Accounting

About the job

Requirements
  • Bachelor's degree in Accounting from an accredited institution.
  • CPA, JD, LLM, or MST is required.
  • At least 8 years of professional services experience is required.
  • Demonstrated strategic leadership, including defining market opportunities and creating a strategic plan, process, and deployment capabilities.
  • Experience creating and deploying business development and relationship management practices.
  • Ability to organize and lead meetings with senior executives.
  • Ability to set strategy and lead a team of professionals across different responsibilities.
  • Ability to manage projects, time, multiple tasks, and deadlines for oneself and firm team members.
  • Experience working productively as a member of a team.
  • Demonstrated experience deploying, using, and training others in a formal sales process.
  • Ability to advise team members on the firm, technology community, overall strategy, and tactics.
  • Ability to work in an accountable and responsible environment.
  • Ability to monitor personal and client account performance formally through CRM and informally through personal interaction.
  • Ability to resolve problems and conflicts constructively.
  • Attention to detail.
  • Relationship management and personal networking skills.
  • Solution-oriented approach.
Responsibilities
  • Lead the review of complex high-net-worth individual, fiduciary, gift, estate, and other tax returns, ensuring accuracy and alignment with strategic planning.
  • Conduct advanced tax research and draft technical memoranda addressing complex issues.
  • Design and implement tax-planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and technology executives.
  • Manage client relationships through proactive communication, strategic consultations, and responsive service.
  • Mentor and supervise staff, supporting their technical development, accountability, and collaboration.
  • Collaborate with partners and senior leadership on client engagements, thought leadership, and business development initiatives.
  • Ensure compliance with evolving federal, state, and local tax regulations, and keep current with legislative changes and industry trends.
  • Contribute to process improvement by leveraging technology and best practices to enhance efficiency and accuracy.
  • Participate in firm-wide innovation projects, marketing efforts, and continuing education programs.
Desired Qualifications
  • Industry knowledge in the technology, startup, and emerging-growth sector is a plus.

About the company

W

Withum

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cbWebsite

Withum provides advisory, tax, and audit services to a global client base. It helps businesses grow through tailored, industry-aware guidance and technology-enabled solutions. Its offerings include business advisory, digital solutions (CRM and ERP consulting), and cybersecurity services with risk scoring and incident response. Revenue comes from consulting fees, audits, and subscription-based advisory and digital services, aiming to improve efficiency, reduce risk, and create new opportunities.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

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Simplify Jobs

Simplify's Take

What believers are saying

  • March 2026 Aiwyn Experience cuts client portal friction and strengthens recurring digital workflows.
  • September 2026 FHH CPAs added 30 staff and deeper assurance capacity in Los Angeles.
  • October 1, 2026 San Diego growth targets life sciences and technology demand.

What critics are saying

  • October 2025 Wildermuth shareholders sued WithumSmith+Brown in New Jersey over NAV and valuation errors.
  • September 2026 FHH integration risks methodology clashes, file conversion failures, and quality-control gaps.
  • If integration mishandles audits, litigation and partner departures can unwind the 2026 growth story.

What makes Withum unique

  • Withum's 1974 founding and HLB International membership give it global reach without Big Four bureaucracy.
  • Aiwyn Experience and Dynamic Audit Solution show firm-wide productized technology adoption.
  • 2025-2026 acquisitions built a unified national footprint across Texas, Illinois, New York, and California.

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Benefits

  • Hybrid Work Options
  • Professional Development Budget
  • Conference Attendance Budget

Company News

San Diego Business Journal
Oct 1st, 2026
Withum sets sights on West Coast growth opportunities.

Withum sets sights on West Coast growth opportunities. CONSULTING: Tax Service Grows Team, Client Base in San Diego Daniel Pearson October 1, 2026 SAN DIEGO - Withum is growing it's San Diego presence as it expands into new markets and builds specialized teams and new technologies to meet increasing demand in the life sciences and technology fields. Firm-wide, Withum had a 27% total growth rate in 2025, bringing their total revenue to $767 million. About $150 million of New Jersey-based Withum's total revenue is now generated on the West Coast, according to Withum CEO Patrick Walsh. "The big markets in Southern California are areas where, on the East Coast, we've already built an incredibly strong brand," Walsh said. "So we are uniquely well positioned to take that skill set, those talented individuals, and really serve the client base in the San Diego market specifically." Unified national footprint. The past year of increased net revenue was propelled by a series of mergers that began in May 2025 when Withum acquired PKF Texas, bringing in 160 employees to the firm. Two months later, Withum acquired CTM CPAs & Business Advisors in Chicago. Lastly, New York-based Freed Maxick was acquired in August 2025, bringing in increased healthcare consulting and manufacturing capabilities for the firm. Withum's San Diego team is reaping rewards from the firm's newfound resources, due to the firm having a "unified national footprint on an industry basis, not a geographic basis." After an acquisition, Withum looks for organic expansion within the firm, aligning talent within a region where they can best meet the needs of related industries. "Our team has strong ties to the San Diego market and has built deep relationships within the business community, while also giving clients access to industry specialists and resources from across the country," said Andrew Hills, partner-in-charge at the San Diego Withum office. "That's where the strength of our local presence, backed by the resources and reach of a national platform, becomes a powerful advantage for our clients." Life sciences, technology growth. The life sciences industry in San Diego is booming. It generated $55.2 billion in economic output in 2025 alone, according to data from the Biocom California Economic Impact Report. Withum is responding to an increased demand for their services within the life sciences and technology markets and is bringing in new personnel to meet growing demand in the region. The firm recently promoted Alex Rockoff to partner and relocated him to the San Diego office from New York. Rockoff has nearly 15 years of auditing experience in the life sciences and technology sectors and will guide Withum's current push to reach more San Diego clients in that market. "As we go to market with technology and life sciences, we look at where identified clients are across the nation. Southern California, there's great clients there," Walsh said. "Now, we have people on the ground in San Diego that are focused on developing that market for technology or financial services, and we build the market around those people. We're excited for what Alex is going to be able to grow in the market." The firm is investing in new technology and talent as their industry becomes increasingly competitive. "Recently, there's been a lot of changes in the professional services market with outside capital coming in and investing in accounting firms," Walsh said. "It's a consolidating industry, so as there's fewer and fewer firms, it continually ups the ante for competition." Withum was one of the first investors in a new auditing software called the Dynamic Audit Solution, and the first to fully adopt it for their entire firm. This program has changed the firm's audit methodology, allowing their auditors to "audit based on risk and not blindly fill out check marks." Withum continues to invest in AI-driven technology and diversified talent, bringing on new expertise like a specialized AI team, including a director of artificial intelligence and AI department heads for different service lines. "My job is to make sure we can counsel them through the rapidly changing environment in which they're operating in," Walsh said. Withum FOUNDED: 1974 PRESIDENT/CEO: Patrick Walsh, CPA, MBA, Managing Partner and CEO HEADQUARTERS: Princeton, NJ BUSINESS: Public Accounting and Advisory EMPLOYEES: 3,300 REVENUE: $767M WEBSITE: www.withum.com CONTACT: [email protected] NOTABLE: IPA-ranked 20th largest public accounting firm in the nation.

BridgeTower Media
Sep 22nd, 2026
Kristy Anderson | Withum.

Kristy Anderson | Withum. September 22, 2026// Kristy Anderson, Business Development Executive, Withum Kristy Anderson joins Withum as a Business Development Executive, bringing over 15 years of experience helping organizations drive business growth and cultivating client relationships across a broad range of industries. At Withum, Kristy will play a key role in advancing the Firm's business development efforts and expanding relationships across strategic industries and markets. https://www.linkedin.com/in/kristypeffers/ Announce your new employees, promotions, board positions, community notes and leaders in your organization to the Rochester Business Journal's influential audience. The information in the Movers & Shakers section is provided by the submitter.

PR Newswire
Sep 1st, 2026
Farber Hass Hurley LLP joins practice with withum.

Farber Hass Hurley LLP joins practice with withum. Sep 01, 2026, 12:30 ET Withum expands in Southern California, strengthening its West Coast footprint and assurance practice. LOS ANGELES, Sept. 1, 2026 /PRNewswire/ - Withum, a top 20 advisory and accounting firm, announced today that Farber Hass Hurley LLP (FHH CPAs), a public accounting and tax firm headquartered in Chatsworth, CA, has joined its practice effective September 1, 2026. FHH CPAs' three partners and approximately 30 team members will join Withum's Los Angeles office. "We are excited to join Withum, as FHH and Withum share a commitment to professional integrity, people-first culture and innovative problem-solving," said Michel Abedian, CPA, Farber Hass Hurley LLP Partner-in-Charge. "Together, we will bring clients broader capabilities, deeper expertise and expanded resources while continuing to deliver the exceptional, relationship-driven experience they expect." "Farber Hass Hurley's joining Withum is an important step in our continued growth on the West Coast and in the strategically important LA market," said Withum's Managing Partner and CEO, Pat Walsh. "Their strong assurance practice, client-focused approach and talented team bring meaningful depth to our firm. I'm especially excited to welcome two dynamic next-generation partners who will help shape our continued growth and vision for years to come. We look forward to building on this momentum together." In addition to expanding Withum's assurance and consulting practices, enhanced industry and service strengths resulting from the FHH CPAs union include: industrial and consumer products, not-for-profit, private equity, media and entertainment, life sciences, construction, technology and employee benefit plan services. About Farber Hass Hurley LLP Farber Hass Hurley LLP (FHH CPAs) is a public accounting firm founded in 1990 that provides audit, accounting and tax services to private and publicly held companies. Built on the mission of "National Firm Experience with Local Attention," FHH CPAs combines Big Four experience with hands-on partner involvement, serving complex organizations across Southern California and beyond. About Withum Established in 1974, Withum is a national top-ranking public accounting firm that provides advisory, tax and audit services on a local-to-global scale. Headquartered in Princeton, NJ, Withum has a presence in major financial centers nationwide. Withum is an independent member of HLB International, a global network of independent advisory and accounting firms. Learn more at withum.com. SOURCE Withum

Cybernomics
Sep 1st, 2026
Withum expands west: Withum adds Farber Hass Hurley in California.

Withum expands west: Withum adds Farber Hass Hurley in California. CPA Practice Advisor reports that Withum, a Princeton, NJ-based top 20 firm, has added Farber Hass Hurley, a public accounting and tax firm headquartered in Chatsworth, CA, effective Sept. 1. The announcement signals geographic expansion and additional tax and accounting capacity in California for Withum. What the source says: CPA Practice Advisor reports that Withum, a top-20 firm based in Princeton, NJ, has added Farber Hass Hurley, a public accounting and tax firm headquartered in Chatsworth, California, effective Sept. 1. The source frames this as an addition to Withum's footprint. Why this matters to CPA firms: Geographical additions like this typically involve integrating client rosters, staff, and systems. For managing partners and COOs, the immediate operational implications are integration planning (systems, workflows, and supervision) and assessing where the combined capacity relieves or strains current service delivery. Expect near-term human-labor needs for integration tasks-IT mapping, file conversions, policy alignment, and state-specific tax and licensing checks-followed by potential net capacity gains as duplicate roles are rationalized. Impact on professional judgment and risk: Merging practices across states can introduce differences in methodology, documentation standards, and quality-control practices. Firms will need to reconcile those differences to maintain consistent professional judgment and supervision. There is also an operational risk window during and immediately after integration when oversight gaps can increase the likelihood of errors. Economic and client-capacity implications: Expanding into California may enable Withum to cross-sell services and grow revenue lines regionally, but it also requires upfront integration costs and possible short-term billing disruptions. For practice leaders, the opportunity is to redeploy freed capacity into higher-margin advisory work while managing the transitional cost of aligning staff and systems.

PR Newswire
Jul 28th, 2026
Withum Capital names Robin Kim managing director to expand M&A advisory for middle-market firms

Withum Capital has appointed Robin Kim as managing director of investment banking. Kim brings over 20 years of transaction and corporate finance experience to lead the growth of Withum's investment banking practice. Throughout his career, Kim has advised on transactions representing more than $30 billion in aggregate value. He specialises in working with founder-led, family-owned and privately held businesses through growth initiatives, ownership transitions and liquidity events. Based in Orange County, California, Kim will work with Withum's advisory professionals nationwide to support clients worldwide. The appointment comes as middle-market businesses face increasing complexity around succession planning, capital formation and growth initiatives. Withum is a top 25 advisory and accounting firm headquartered in Princeton, New Jersey.