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About the Role
As a Financial Services Tax Manager, you will take a lead role on all aspects of tax engagements, supervise and mentor staff, and build and maintain relationships with clients. You will work alongside an integrated team of seasoned CPAs and industry leaders within Withum’s Tax Services Group.
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
Requirements
- 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
Skills
- Tax planning
- Tax research
- Client relationship management
- Leadership
- Training
- Mentoring
- Communication
- Project management
- Attention to detail
Location
- Boca Raton
- Boston
- Orlando
- Los Angeles
- San Francisco
Work Type
- Hybrid
Experience Level
- 5+ years
Education Level
- Bachelor's Degree in Accounting
- CPA license
- JD
- Masters of Science in Taxation
Salary/Compensations
- Los Angeles ranges are from $150,000 - $200,000 annually
- San Francisco ranges are from $135,000 - $170,000 annually
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.
- Withum’s brand is a reflection of our people, our culture and our strength. We have 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.
- 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.
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.