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.
This Founders & Tech Executive Tax Supervisor role will be based out of one of our
Los Angeles, CA, New York, NY, San Diego, CA, San Francisco, CA, Orange County, CA, East Brunswick, NJ, Red Bank, NJ, Princeton, NJ 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 preparation and 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
- Licensed CPA, or working towards CPA certification with parts passed
- Masters of Science in Taxation is preferred but not required
- Knowledge of topics affecting founders and tech executives such as qualified small business stock, equity compensation, pass-through entities, international tax or other matters is preferred but not required
- At least 4 years of public accounting experience
- 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
- 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, strong attention to detail, and proven innovative problem-solving skills
The compensation for this position will vary by location. If you reside in California, New Jersey or New York, 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/. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
California ranges are from - $95,000 - $160,000
New Jersey range are from - $100,000 - $120,000
New York City range is from - $90,000 - $165,000
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