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About the Role
Withum is seeking an exceptional professional to build and lead a Financial Services Practice in the San Francisco area. This role involves strategic and tactical leadership, contributing to go-to-market strategies, developing the local team, and representing the firm's brand. It is a high-profile leadership position focused on driving growth and market penetration within the Financial Services sector.
Responsibilities
- Driving Financial Services tax practice growth by achieving revenue targets, expanding tax team headcount, and strengthening key ecosystem, referral, and alliance relationships
- Serving as a focal point for collaboration, coordination, and communication across the local tax team and the national Financial Services Tax practice
- Identifying and leading coordinated, cross-functional teams to pursue Financial Services tax opportunities within the San Francisco marketplace
- Overseeing and evaluating key organizational tax-focused sponsorships, affiliations, and strategic industry partnerships
- Actively participating in national Tax and Financial Services strategy sessions, marketing calls, and market-facing events
- Partnering with industry and service line engagement teams to ensure the appropriate tax expertise, resources, and deliverables are provided to Financial Services clients
- Maintaining a strong understanding of clients’ tax positions, organizational structures, leadership, activities, risks, and challenges to proactively support their needs
- Providing visible tax thought leadership within the San Francisco Financial Services market
- Actively contributing to tax, industry, and service line leadership by sharing perspective on tax trends, growth opportunities, and challenges impacting Withum in the Financial Services marketplace
Requirements
- Minimum of 8+ years of professional services experience required
- Minimum 5 years industry knowledge within the DS sector required
- 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, writing and presentation skills a must.
- 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
- Tangible and demonstrated experience in formal sales process deployment, use and training
- 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
- Outgoing personality and self-starter
- Outstanding relationship management skills and personal networking skills are essential
Skills
- High EQ, as well as IQ
- Strategic leadership
- Process creation
- Business development
- Relationship management
- Multitasking
- Organization
- Verbal communication
- Writing
- Presentation skills
- Leadership
- Project management
- Sales process deployment
- Accountability
- Responsibility
- Performance monitoring
- Problem solving
- Conflict resolution
- Attention to detail
- Networking
Location
- San Francisco
Work Type
- Hybrid
Experience Level
- 8+ years of professional services experience
- 5 years industry knowledge within the DS sector
- Partner / Senior Manager from a Top 50 CPA Firm is a plus
Education Level
- Bachelor's Degree in accounting or finance from an accredited institution
- CPA, JD, LLM, or MST required
- An MBA is a plus
Salary/Compensations
- $200,000 – $250,000
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 - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
- Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
- Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!
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.