Exempt Org & Employee Benefits Tax Supervisor — Hybrid

Withum PC; San Ramon (CA); Hybrid; USD 95,000 - 155,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum Smith+Brown, PC is seeking a Not‑For‑Profit Tax Supervisor to join the Exempt Organization and Employee Benefits Tax group. The role focuses on reviewing tax returns for benefit plans and exempt organizations while guiding teams across multiple engagements in a hybrid environment.

The ideal candidate holds a Bachelor's in accounting with a CPA license and at least 5 years in public accounting tax, with strong analytical and client-service skills.

Qualifications

• Bachelor's degree in accounting and CPA license.
• At least 5 years in public accounting tax department.
• Ability to manage multiple engagements and supervise staff.
• Strong analytical and client service skills.
• Excellent communication and leadership abilities.

Responsibilities

• Review annual employee benefit tax returns and unrelated business income tax returns for a large client base.
• Review relevant state income tax returns and annual state charitable registration forms.
• Researching and resolving tax-exempt organization tax issues.
• Review Employee Benefit Plan Forms 5500 and Exempt Organization returns (990, 990-PF, 990-T).
• Identifying and implementing tax planning opportunities.
• Managing multiple engagements concurrently with various teams to meet deadlines.
• Conducting professional development discussions and mentoring staff.

Skills

Excel

Tax return prep

Review experience

Analytical skills

Education

Bachelor's degree in accounting

CPA license

JD or MS in Taxation

Job description

Withum Smith+Brown, PC is seeking a Not‑For‑Profit Tax Supervisor to join the Exempt Organization and Employee Benefits Tax group. The role focuses on reviewing tax returns for benefit plans and exempt organizations while guiding teams across multiple engagements in a hybrid environment.

The ideal candidate holds a Bachelor's in accounting with a CPA license and at least 5 years in public accounting tax, with strong analytical and client-service skills.