High Net Worth Tax Manager

4 weeks ago


Boca Raton, Florida, United States Withum Full time
About the Role

We are seeking a highly skilled Tax Manager to join our team at Withum. As a Tax Manager, you will be responsible for providing tax compliance and planning services to high net worth individuals and families.

Key Responsibilities
  • Review and prepare individual, fiduciary, gift, and business tax returns for accuracy
  • Research and draft tax memorandums on complex tax matters
  • Identify and implement tax planning opportunities to minimize tax liabilities
  • Handle and resolve tax controversies
  • Provide exceptional client service and communication skills to develop and maintain outstanding client relationships
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
Requirements
  • Bachelor's degree in accounting or a related field
  • Active CPA or Master of Science in Taxation
  • Expertise in California taxation
  • 7+ years of experience working in the tax department of a public accounting firm
  • At least 2 years of detailed tax review experience, including experience with 1040s, employee stock option reporting and planning, multi-state taxation, Schedule C and Single Member LLC, complex K-1s and brokerage statements
  • Experience working with tax software such as SurePrep SPBinder, BNA Income Tax Planner, GoSystems, and TaxCaddy
What We Offer

We offer a competitive benefits package and bonus program based on individual and firm performance. Compensation ranges vary by location, with NYC ranges from $105,000 - $160,000, California/Washington State ranges from $115,000 - $175,000, and Washington, D.C. ranges from $105,000 - $170,000.

We are an equal opportunity employer and do 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.



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