High Net Worth Tax Senior Manager

4 weeks ago


San Francisco, California, United States Withum Full time

We are seeking a highly skilled Tax Senior Manager to join our team at Withum. As a key member of our tax department, you will be responsible for providing exceptional client service and leading tax planning initiatives for high net worth individuals and families.

Key responsibilities include:

  • Reviewing and preparing complex tax returns, including individual, fiduciary, gift, and business tax returns
  • Researching and drafting tax memorandums on complex tax matters
  • Identifying and implementing tax planning opportunities to minimize tax liabilities
  • Handling and resolving tax controversies
  • Providing exceptional client service and communication skills to develop and maintain outstanding client relationships

Requirements:

  • Bachelor's degree in accounting with an active CPA license
  • 7+ years of experience working in the tax department of a public accounting firm
  • At least 5 years of tax review experience, including experience with 1040s and 1041s, multi-state taxation, schedule C and single-member LLCs, complex K-1s and brokerage statements, and employee stock option reporting and planning

We offer a competitive benefits package and bonus program based on individual and firm performance. If you are a motivated and experienced tax professional looking for a new challenge, please submit your application.



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