Financial Services Tax Manager

WithumSmith+Brown PC; California; Hybrid; CAD 192,000 - 285,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits package

Hybrid work

Job summary

WithumSmith+Brown, PC is seeking an experienced Financial Services Tax Manager to lead tax engagements for the firm's clients across multiple offices, including Boca Raton, Boston, Orlando, Los Angeles or San Francisco. You will supervise staff, mentor junior personnel, and foster strong client relationships while delivering high-quality tax consulting and planning services.

The role requires a CPA license (or JD/MS in Taxation) and at least 5 years in a public accounting tax department with

Qualifications

• Bachelor's Degree in Accounting required with CPA preferred.
• CPA license, JD or MS in Taxation is required.
• At least 5 years in tax within public accounting, with leadership of engagements and staff supervision.
• Excellent analytical and technical tax skills are essential.
• Exceptional client service and strong communication skills are needed.
• Ability to manage multiple engagements in a fast-paced, team-oriented environment.
• Strong leadership, training, and mentoring abilities to represent the Firm well.

Responsibilities

• Lead all aspects of tax engagements for financial services clients.
• Supervise staff and mentor junior team members.
• Develop and maintain relationships with clients and internal teams.
• Review returns prepared by staff for accuracy and completeness.
• Research and draft memoranda on complex tax issues.
• Identify and implement tax planning opportunities.

Skills

Analytical skills

Communication skills

Leadership & mentoring

Project management

Client relationship management

Engagement management

Attention to detail

Tax technical knowledge

Education

Bachelor's Degree in Accounting

CPA license

JD or Masters of Science in Taxation

Job description

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!

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.

Withum's brand is a reflection of our people, our culture and our strength.We havebecome 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 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

• Researchingand draftingmemorandum involving complex tax matters

• Identifyingand implementingtax planning opportunities

• Handlingand resolvingtax controversies

• Overseeingcomplete tax research projects for a variety of clients and diverse industries

• Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines

• Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly

• Servingin professional development programs as an instructor or discussion leader

Thekinds ofpeoplewewant totalk tohavemany ofthefollowing:

• 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

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.