Exempt Organization and Employee Benefits Tax Manager
Posted on 3/31/2024
Withum

1,001-5,000 employees

Technology-driven advisory and accounting services
Company Overview
Withum stands out as a technologically adept advisory and accounting firm, equipping clients with the tools to maintain a strong position in the modern business environment. The company's strength lies in its expert team, who are adept at guiding organizations through complex projects and business challenges to achieve superior results. This commitment to client success, coupled with a forward-thinking approach, positions Withum as a leader in the advisory and accounting industry.
Food & Agriculture
Consulting
Industrial & Manufacturing
Energy
Social Impact
Cybersecurity
Financial Services
Real Estate
Aerospace
Education
Consumer Goods

Company Stage

N/A

Total Funding

N/A

Founded

1974

Headquarters

Princeton, New Jersey

Growth & Insights
Headcount

6 month growth

7%

1 year growth

15%

2 year growth

43%
Locations
Cambridge, MA, USA • Seattle, WA, USA • Orlando, FL, USA • Nashville, TN...
Experience Level
Entry
Junior
Mid
Senior
Expert
CategoriesNew
Tax Accounting
Financial Controller
Financial Planning
Accounting
Requirements
  • Bachelor's degree in accounting
  • CPA, JD, LLM, or a Master of Science in Taxation
  • At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
  • Excellent analytical and technical tax skills
  • 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 in a rapidly growing, fast-paced, interactive, results-based team environment
  • 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, and strong attention to detail
Responsibilities
  • Reviewing of annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base
  • Reviewing of relevant state income tax returns and annual state charitable registration forms
  • Researching and resolving tax-exempt organization tax issues
  • May include reviewing of Employee Benefit Plan Forms 5500, Exempt Organization returns such as Form 990, 990-PF and 990-T, C Corp., S Corp., Partnership income, fiduciary tax returns and individual returns as time permits
  • Identifying and implementing tax planning opportunities
  • 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