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About the Role
This High Net Worth Tax Supervisor role involves leading all aspects of tax engagements, from planning to completion, including supervising and mentoring staff, and building client relationships within Withum’s Tax Services Group.
Responsibilities
- Lead the preparation and review of complex high-net-worth individual, fiduciary, gift and 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 tech executives.
- Serve as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service.
- Mentor and supervise staff, fostering technical development, accountability, and a collaborative team culture.
- 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, staying ahead of legislative changes and industry trends.
- Contribute to process improvement, leveraging technology and best practices to enhance efficiency and accuracy.
- Engage in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs.
Requirements
- Bachelor’s Degree in Accounting
- Licensed CPA, or working towards CPA certification with parts passed
- Masters of Science in Taxation is preferred but not required
- Knowledge of topics affecting founders and tech executives such as qualified small business stock, equity compensation, pass-through entities, international tax or other matters is preferred but not required
- At least 4 years of public accounting experience
- 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
- 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, strong attention to detail, and proven innovative problem-solving skills
Skills
- Tax preparation
- Tax review
- Tax research
- Tax planning
- Client relationship management
- Mentoring
- Supervision
- Collaboration
- Compliance
- Process improvement
- Project management
- Analytical skills
- Organizational skills
- Attention to detail
- Problem-solving
Location
- Los Angeles, CA
- New York, NY
- San Diego, CA
- San Francisco, CA
- Orange County, CA
- East Brunswick, NJ
- Red Bank, NJ
- Princeton, NJ
- Whippany, NJ
Work Type
- Hybrid
Experience Level
- 4+ years of public accounting experience
Education Level
- Bachelor's Degree in Accounting
- CPA or working towards CPA certification
- Master's of Science in Taxation preferred
Salary/Compensations
- California: $95,000 - $160,000
- New Jersey: $100,000 - $120,000
- New York City: $90,000 - $165,000
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, entrepreneurial energy, and inclusive teamwork.
- Withum’s Tax Services Group comprises tax specialists who ensure accurate and timely tax reporting and minimize tax liabilities.
- Withum has become synonymous with teamwork and client service excellence, committed to helping clients grow and thrive.
- The firm promotes personal and professional growth for all team members, clients, and surrounding communities through the Withum Way.
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.