WithumSmith+Brown, PC

Founders and Tech Executive Tax Senior Manager

WithumSmith+Brown, PC$135K — $230K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting from an accredited institution
  • CPA, JD, LLM, or MST required
  • 8+ years of professional services experience
  • Experience in Technology/Startup and Emerging Growth sector preferred
  • Demonstrated strategic leadership and process creation skills

Responsibilities

  • Lead review of complex tax returns for high-net-worth individuals and fiduciaries
  • Conduct advanced tax research and draft technical memoranda
  • Design and implement tax planning strategies for wealth preservation and charitable giving
  • Manage client relationships through proactive communication and strategic consultations
  • Mentor and supervise staff to foster development and teamwork
  • Collaborate with partners on client engagements and business development initiatives
  • Ensure compliance with changing tax regulations and legislative updates

Benefits

  • Opportunity for professional development through ongoing education programs
  • Engagement in firm-wide initiatives and innovation projects
  • Supportive and inclusive company culture
  • Access to a competitive benefits package and performance-based bonuses
  • Collaboration with seasoned professionals and industry leaders
Full Job Description
This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices. 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, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. How you'll spend your time: - Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning - Conducting advanced tax research and drafting technical memoranda addressing complex issues - Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives - Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service - Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture - Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives - Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends - Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy - Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum's dynamic and inclusive culture The Kinds of People We Want to Talk to Have Many of The Following: - Bachelor's Degree in Accounting from an accredited institution - CPA, JD, LLM or MST required - Minimum of 8+ years of professional services experience required - Industry knowledge within the Technology/Startup and Emerging Growth sector a plus - Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities - Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices - Outstanding multitasking skills and organization - Strong verbal communication. Demonstrate clear verbal communication - Strong writing skills. Demonstrate clear written professional communication - Strong presentation skills. Must possess ability to organize and lead meetings with senior executives - Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities - Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members - Candidate must demonstrate experience in working as a productive member of a team - Tangible and demonstrated experience in formal sales process deployment, use and training - Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics - Ability to adhere to an environment of accountability and responsibility - no excuses - Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance - Creative problem solving & conflict resolution - Attentiveness to detail - Outstanding relationship management skills and personal networking skills are essential - Must be solution oriented The compensation for this position will vary by location. If you reside in California, New York City, or New Jersey, 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/. California ranges are from $135,000 - $230,000 New Jersey ranges are from $130,000 - $230,000 New York City range is from $150,000 - $225,000 #LI-JB1; #LI-Hybrid

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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