Full-Time

Financial Services Tax Manager

Confirmed live in the last 24 hours

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Consulting
Enterprise Software
Cybersecurity

Compensation Overview

$135k - $200kAnnually

+ Bonus + Benefits Package

Senior

San Francisco, CA, USA + 1 more

More locations: Los Angeles, CA, USA

Position requires in-office presence in either San Francisco or Los Angeles.

Category
Tax Accounting
Accounting
Requirements
  • Bachelor's degree in accounting and either a CPA license, JD or a Masters of Science in Taxation required
  • 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 returns prepared by tax staff and/or seniors for accuracy
  • Being involved in all aspects of the financial services tax engagements, which includes hedge funds, private equity, venture capital, broker dealers and management companies
  • Researching and drafting memorandum involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Handling and resolving tax controversies
  • Overseeing complete tax research projects for a variety of clients and diverse industries
  • 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 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 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

2%

1 year growth

2%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • The promotion of 20 new partners in 2024 highlights Withum's commitment to career growth and internal talent development.
  • Withum's strategic focus on technology and digital solutions positions it well to meet the increasing demand for tech-driven advisory services.
  • The firm's strong presence in the non-profit sector, bolstered by recent expansions, offers employees opportunities to work on impactful projects.

What critics are saying

  • The competitive landscape in advisory, tax, and audit services requires Withum to continuously innovate to maintain its market position.
  • Rapid expansion and integration of new partners and teams may pose challenges in maintaining a cohesive corporate culture.

What makes Withum unique

  • Withum's personalized approach to client service sets it apart in a global market, ensuring tailored solutions for diverse industries.
  • Their comprehensive service offerings, including business advisory, digital solutions, and cybersecurity, provide a one-stop-shop for clients, unlike competitors who may specialize in only one area.
  • Withum's commitment to innovation and continuous adaptation to market dynamics ensures that clients receive cutting-edge solutions.

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