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About the Role

This Tax Senior Manager role involves leading all aspects of tax engagements, from planning to completion, including supervising and mentoring staff, and building client relationships. You will work alongside seasoned CPAs and industry leaders within Withum's Tax Services Group, ensuring accurate and timely tax reporting and minimizing tax liabilities.

Responsibilities

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

Requirements

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

Skills

Tax planning
Tax research
Client relationship management
Team leadership
Collaboration
Process improvement
Technology utilization
Sales process deployment
Problem solving
Conflict resolution
Networking

Location

Los Angeles, CA
Orange County, CA
San Francisco, CA
San Ramon, CA
San Diego, CA
New York, NY
Whippany, NJ

Work Type

Hybrid

Experience Level

8+ years of professional services experience

Education Level

Bachelor's Degree in Accounting
CPA
JD
LLM
MST

Salary/Compensations

California: $135,000 - $230,000
New Jersey: $130,000 - $230,000
New York City: $150,000 - $225,000

Benefits

Competitive benefits package
Bonus program (for eligible roles) based on individual and firm performance

About the Company

Withum is a place where talent thrives, offering endless opportunities for growth and exponential results through entrepreneurial energy and inclusive teamwork.
Withum's Tax Services Group comprises tax specialists who ensure accurate and timely tax reporting and minimize tax liabilities using comprehensive knowledge of international, US federal, state, and local regulations.
Withum's brand reflects its people, culture, and strength, synonymous with teamwork and client service excellence.
The firm is committed to the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Equal Opportunity

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.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.