High Net Worth Tax Senior Manager

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Job Description:

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. 

This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.    

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

How you'll spend your time: 

• Leading the  review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning

• Conducting advanced tax research and drafting technical memoranda addressing complex issues

• Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives

• Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service

• Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture

• Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives

• Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends

• Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy

• Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum’s dynamic and inclusive culture

The Kinds of People We Want to Talk to Have Many of The Following:

• Bachelor's Degree in Accounting from an accredited institution

• CPA, JD, LLM or MST required

• Minimum of 8+ years of professional services experience required

• Industry knowledge within the Technology/Startup and Emerging Growth sector a plus

• Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities

• Demonstrated process creation.  Adept at developing and deploying best of breed business development and relationship management practices

• Outstanding multitasking skills and organization

• Strong verbal communication. Demonstrate clear verbal communication

• Strong writing skills. Demonstrate clear written professional communication

• Strong presentation skills. Must possess ability to organize and lead meetings with senior executives

• Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities

• Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members

• Candidate must demonstrate experience in working as a productive member of a team

• Tangible and demonstrated experience in formal sales process deployment, use and training

• Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics

• Ability to adhere to an environment of accountability and responsibility – no excuses

• Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance

• Creative problem solving & conflict resolution

• Attentiveness to detail

• Outstanding relationship management skills and personal networking skills are essential

• Must be solution oriented

The compensation for this position will vary by location. If you reside in California, New York City, or New Jersey, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

California ranges are from $135,000 - $230,000

New Jersey ranges are from $130,000 - $230,000

New York City range is from $150,000 - $225,000

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WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.