High Net Worth Tax Manager

4 weeks ago

Boca Raton, Florida, United States Withum Full time
Join Our Team of Tax Professionals

We are seeking a highly skilled Tax Manager to join our team at Withum. As a key member of our Tax Services Group, you will be responsible for ensuring accurate and timely tax compliance for our clients.

Withum is a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.

As a Tax Manager, you will have the opportunity to work with a brilliant team of tax specialists who strive to maintain the culture of a boutique firm and specialize in working with mid to upper-level executives and high net worth individuals.

Key Responsibilities:

  • Reviewing individual, fiduciary, gift, and business tax returns prepared by staff and/or seniors for accuracy
  • Researching and drafting tax memorandums involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Handling and resolving tax controversies
  • Having conversations with clients to provide insight and individually tailored solutions
  • 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:

  • Bachelor's degree in accounting
  • Active CPA or a Master of Science in Taxation
  • Expertise in California taxation
  • 7+ years prior experience working in the tax department of a public accounting firm
  • At least 2 years of detailed tax review which includes experience with 1040s; specifically, in the areas of employee stock option reporting and planning, multi-state taxation, schedule C and single-member LLC, complex K-1s and brokerage statements
  • Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems, and TaxCaddy
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements, complete projects, spot tax issues and tax planning opportunities in a rapidly growing, fast-paced, interactive, results-based team environment
  • Strong leadership, training, and mentoring skills, coupled with strong 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

We offer 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.

Withum 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.

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