Financial Services Tax Manager

WithumSmith+Brown PC; Los Angeles (CA); Sur place; USD 135 000 - 200 000; Plein temps

Avantages offerts par ce poste

Bonus program

Competitive benefits package

Résumé du poste

Withum Smith+Brown, PC in Los Angeles is seeking a Financial Services Tax Manager to lead tax engagements for hedge funds, private equity, venture capital, broker‑dealers and management companies across multiple offices.

Requirements include a Bachelor's in Accounting, CPA license or JD/MS in Taxation, 5+ years in public tax, excellent analytical and client‑facing skills, and proven leadership. The role offers a competitive compensation plan and a robust benefits package.

Qualifications

• CPA license or JD/MS in Taxation required.
• At least 5 years in a public accounting tax department leading engagements and supervising staff.
• Excellent client service, communication, and ability to manage multiple engagements.

Responsabilités

• Review tax returns prepared by staff for accuracy.
• Lead financial services tax engagements (hedge funds, PE, VC, broker-dealers, management companies).
• Research and draft memoranda on complex tax matters.
• Identify and implement tax-planning opportunities.
• Oversee tax research projects for diverse clients.
• Manage multiple engagements with teams to meet deadlines.
• Provide coaching and mentor staff; participate in development programs.

Connaissances

Leadership

Communication

Analytical skills

Project management

Mentoring

Team supervision

Formation

Bachelor's degree in Accounting

CPA license, JD or MS in Taxation

Description du poste

Position Overview

Financial Services Tax Manager based out of Boca Raton, Boston, Orlando, Los Angeles or San Francisco.

Responsibilities

• Review returns prepared by tax staff and/or seniors for accuracy.
• Involved in all aspects of financial services tax engagements, including hedge funds, private equity, venture capital, broker‑dealers and management companies.
• Research and draft memoranda involving complex tax matters.
• Identify and implement tax‑planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax‑research projects for a variety of clients and diverse industries.
• Manage multiple engagements concurrently with various teams to meet client deadlines.
• Conduct constructive discussions with team members on their evaluations and provide counsel accordingly.
• Serve in professional development programs as an instructor or discussion leader.

Qualifications

• Bachelor's degree in Accounting.
• CPA license, JD or Master of Science in Taxation (required).
• At least 5 years of prior experience in a public‑accounting tax department, 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 with excellent verbal, written, and presentation abilities to represent the firm to client management.
• Excellent analytical, organizational, project‑management skills, and strong attention to detail.

Compensation and Benefits

The compensation for this position will vary by location.

• LosAngeles: $150,000 – $200,000 annually.
• SanFrancisco: $135,000 – $170,000 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.

Legal and Equal Employment Opportunity Statement

Withum Smith+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.