WithumSmith+Brown, PC

Financial Services Tax Manager

WithumSmith+Brown, PC$135K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting
  • CPA license, JD or Masters of Science in Taxation required
  • 5+ years of experience in public accounting tax department
  • Proven experience leading multiple engagements and supervising staff
  • Strong client service and communication skills
  • Effective in managing multiple projects in a fast-paced environment
  • Excellent leadership and mentoring capabilities

Responsibilities

  • Review tax returns for accuracy and compliance
  • Lead financial services tax engagements including hedge funds and private equity
  • Research and draft complex tax memorandums
  • Identify and implement tax planning opportunities
  • Resolve tax controversies and disputes
  • Oversee tax research projects across various industries
  • Mentor staff through performance evaluations and professional development programs

Benefits

  • Comprehensive benefits package
  • Participation in a bonus program based on performance
  • Opportunity for professional development and training
  • Flexible hybrid work options
Full Job Description
Job Description:

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

How you'll spend your time:
  • 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


The kinds of people we want to talk to have many of the following:
  • Bachelor's Degree in Accounting
  • CPA license, JD or Masters of Science in Taxation is required
  • 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


The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, Withum offers 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. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Los Angeles ranges are from $150,000 - $200,000 annually
San Francisco ranges are from $135,000 - $170,000 annually

#Hybrid

#LI -MM1

About WithumSmith+Brown, PC

WithumSmith+Brown, PC is a public accounting and consulting firm that provides a range of services to businesses and individuals. The company's services include accounting, auditing, tax planning and preparation, business consulting, and technology consulting. WithumSmith+Brown, PC serves clients in a variety of industries, including healthcare, real estate, manufacturing, and financial services. The company was founded in 1974 and is headquartered in Princeton, New Jersey.
Learn more about WithumSmith+Brown, PC
Size
1,000 employees
Industry
Founded
1974

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