Business Enterprise Advisory Manager

Withum; Burlington (MA); Hybrid; USD 125,000 - 185,000; Full time

Job summary

Withum's BEA team in Burlington, MA seeks a manager to lead tax, assurance and advisory services for privately held companies. This permanent hybrid role offers direct interaction with business owners and their families within a growing firm.

You will supervise staff, mentor teams, review compilations and collaborate across tax, assurance and advisory groups to deliver comprehensive client solutions. A Bachelor in Accounting is required; CPA or MST/JD/LLM is preferred, with at least 6 years of

Qualifications

• Bachelor degree in Accounting or business-related field.
• CPA, MST, JD, or LLM preferred.
• Minimum 6 years in a local or mid-sized CPA firm or tax practice.
• Strong tax technical background and current on tax changes.
• Excellent analytical, organizational, project management, and communication skills.
• Outstanding client relationships and service mindset.

Responsibilities

• Reviewing tax returns (1120/1065/1120S/1041) and high-net-worth returns.
• Coordinate with clients on quarterly/year-end tax planning and projections.
• Supervise and mentor staff and promote open communication with management.
• Lead staff development and retain talent with challenging assignments.
• Review compilations and reviews of financial statements.
• Collaborate across tax, assurance, accounting, and advisory groups to service clients.

Skills

Leadership

Client service

Project management

Communication skills

Mentoring

Analytical skills

Education

Bachelor of Science in Accounting

CPA designation or MST/JD/LLM

Job description

Job Description

Withum's Business Enterprise Advisors (BEA) team is seeking a manager to join our Burlington, MA office. The BEA groupprovide tax, assurance and advisory services to privately held small-to-medium sized companies who desire one point of contact for their business needs. This is an exciting leadership opportunity which affords the candidate the ability to work directly with business owners and their immediate families to provide consultative tax planning advice while being part of a growing firm. This position will afford the candidate a permanent hybrid work schedule.

How You'll Spend Your Time

• Reviewing Business Tax Returns (1065, 1120, 1120S) as well as trusts/estates (1041), high-net worth, and ultra-high net worth individual income tax returns (1040)
• Coordinating with clients and their advisors on quarterly and year-end tax planning and projections
• Providing supervision, training and support to the engagement staff and promoting open communication to the engagement partner and manager
• Inspiring, developing, mentoring, and retaining staff while providing challenging assignments
• Reviewing and supervising the preparation of compilation and review level financial statements
• Collaborating cross-functionally with our tax, assurance and accounting, and advisory groups to identify opportunities to fully service the client and their families
• Remaining current on technical and industry developments and standards, while evaluating the potential impact on clients' business and financial position
• Participating in client proposals and identifying new business development opportunities
• Working on compilations and reviews for audit

The Kinds of People We Want to Talk to Have Many of The Following

• Bachelor of Science degree in Accounting or a business-related field of study
• CPA designation required or an MST (Masters of Science in Taxation), a JD, or an LLM
• Minimum of 6 years of experience in a local or mid-sized CPA firm or a tax consulting practice
• Strong tax technical background along with a curiosity and willingness to stay current on all key Tax law changes
• Excellent analytical, organizational, project management, and technical 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

The compensation for this position ranges from $125,000 - $185,000 annually. 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/.

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.