High Net Worth Tax Manager

High Net Worth Tax Manager
Company:

Withumsmith+Brown


Details of the offer

Looking to work at a firm with an unbeatable culture?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSMin today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 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. Within the broader Tax Services Group is our Founders Group. This is a successful practice made up of team members that strive to maintain the culture of a boutique firm and specialize in working with:Mid to Upper Level ExecutivesHigh Net Worth IndividualsThe focus of this proactive practice is to provide highly accurate and thoughtful annual tax compliance.  More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities.  The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice. Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.How You'll Spend Your Time:Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracyResearching and drafting tax memorandums involving complex tax mattersIdentifying and implementing tax planning opportunitiesHandling and resolving tax controversiesHaving conversations with clients to provide insight and individually tailored solutionsManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesConducting constructive discussions with team members on their evaluations and providing counsel accordinglyServing in professional development programs as an instructor or discussion leaderThe Kinds of People We Want to Talk to Have Many of The Following:Bachelor's degree in accountingActive CPA or a Master of Science in TaxationExpertise in California taxation7+ years prior experience working in the tax department of a public accounting firmAt least 2 years of detailed tax review which includes experience with 1040s; specifically, in the areas of:Employee stock option reporting and planningMulti-State taxationSchedule C and Single Member LLCComplex K-1s and brokerage statementsExperience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddyExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements, complete projects, spot tax issues and tax planning opportunities in a rapidly growing, fast-paced, interactive, results-based team environmentStrong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client's managementExcellent analytical, organizational, project management skills, and strong attention to detailThe compensation for this position will vary by location. If you reside in NYC, California, Washington State, or Washington, D.C., 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 athttps://www.withum.com/careers/ California/Washington State ranges are from $115,000 - $175,000Washington, D.C. ranges are from $105,000 - $170,000NYC ranges are from $105,000 - $160,000Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-MM1; #LI-Hybrid

Requirements

High Net Worth Tax Manager
Company:

Withumsmith+Brown


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